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Creating and Applying Templates


Templates are sets of page items that are created in the Template Designer and can be placed on page sections. Templates are best used for content that appears on multiple pages and that may require updating.

The advantages of templates are as follows:

  • Templates can be applied to many pages at once.
  • When a template is updated, the updated content appears on all pages referencing that template.

Figure 7 shows the Template Administration view. Templates can be organized into folders.

Figure 7. Template Administration View
Click for full size image

The templates you create can be added to:

To create a template

  1. Navigate to the Microsite Management (or Administration - Microsite) screen > Template Administration view.
  2. In the Template list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Folder Flag

    Leave blank.

    (Select the folder flag to create a folder to contain template items.)

    Order

    Determines the sequence of the template at the top level of the Portal Template Explorer tree.

    Active

    If the template is active it can be added to pages (using the Insert Template tool).

  3. Drill down on the template name.
  4. Use the Template Designer to add and edit items on the template.

    The tools on the Template Designer work the same way as the tools on the Page Designer. (See Using the Page Designer and Its Tools.)

To add a templates to multiple pages

  1. Navigate to the Microsite Management (or Administration - Microsite) screen > Template Administration > Pages view.
  2. In the Templates list, select the template you want to add.
  3. In the Pages list, click Add to Pages.
  4. Complete the fields and follow the directions given in the Add Template to Pages dialog box.
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