Help Center / Reuse content structures / Content model templates / Create a template

Create a template

How to create a template

To create a template:

  1. Open the Content model templates app.

    Content model templates: library

  2. Select Create template. The "Create template" modal is displayed.

    create-template-window

    NOTE: If the Create template option is not displayed, you might not have the correct permissions.

  3. Give the template a descriptive name to help others locate it easily later. 

  4. Optional: Add a description based on its purpose.

  5. Click Create template. The "Editor" tab of the template is displayed.

    Content model templates: Editor tab


  6. Under the “Select content type for your template” section, choose the Space and Environment from where you want to add content types to your template.

  7. After selecting the space and environment, the content types available in the chosen options are displayed. You can select them individually, or click Add all.

    Content model templates: Add all


    NOTE: You can search for a specific content type using the search bar.

  8. There are three kinds of content types, each with a different behaviour:

    1. Content type with no reference fields. They will move straight into the template. 

    2. Content type with a reference field(s) with no validations set. Remember to add all content types that are needed for referencing.

    3. Content type with a reference field(s) with validations, which will open a reference tree modal.

  9. If you selected a content type with a reference field(s) with validations, a reference tree modal is displayed. This modal shows all referenced content types and their references.

    add-referenced-content-types-window

    Select the content types you want to also add to the template. The validations are all pre-selected by default, and clicking Add to template will add them all.

  10. When selecting the content types, they are displayed in the Content model template section.

    Content model templates: Select content types



  11. In the Version name field, enter a relevant name for the version template.

  12. Optional: Add a description. A suggestive description also helps other users in your organization know what exactly this template version contains, or how it might have changed from the previous version.

  13. Click Save Version. This will create a snapshot of the template.

    Content model templates: Save version

    The template version is saved and displayed on the "Versions" tab, where you can view the complete list of template versions.