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25 Name and Describe the Template Asset

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The Name screen is used to identify the template as typed or typeless, assign the template to a category, specify arguments that may be passed to the template, and name keywords by which the template can be located in search routines.

When the Template asset is saved, field values that you specify in the Name screen (with the exception of legal arguments), are written to the Template table, as indicated in the procedures below.

Note:

At any time in the process of creating a template, you can save the template. WebCenter Sites will display the template's Inspect form. To return to the Template form, click the Edit link.

In the Name screen, fill in the fields as explained in the following steps:

  1. (Required). In the Name field, type a descriptive template name that is unique for the template and for the type of asset(s) that the template renders. It is best to choose a name that reflects the function or purpose of the template.

    Valid Entries

    • Up to 64 alphanumeric characters (the first character must be a letter)

    • Underscores (_)

    • Hyphens (-)

    • Spaces (these will be converted to underscores when used in the SiteCatalog pagename for the template)

  2. In the Description field, type a brief description of the template. You can use up to 128 characters.

  3. In the Source field, select an option from the drop-down list if your template is derived from a source that you want to note.

  4. In the Category field, select an option from the drop-down list to place the Template asset into a category.

  5. (Required). In the For Asset Type field, identify your template as typed or typeless:

    • If you are creating a typeless template (for example to dispatch to typed templates), select Can apply to various asset types and skip to step 7.

    • If you are creating a typed template (which renders assets of a certain type), select an asset type. For example, if you are creating a template to render article assets, select Article from the drop-down list.

  6. (Required for typed templates). In the Applies to Subtypes field, select the appropriate subtypes from the menu.

    Note:

    A typed template should be used only for specific subtypes of the asset type that you selected in the preceding field (For Asset Type).

  7. In the Legal Arguments field:

    1. Enter an argument that may be passed to the template and click Add Argument.

    2. In the fields that are displayed:

      • Specify whether the argument is optional or required.

      • Provide a description of the argument (to help you know the purpose of the argument you are creating).

      • Specify legal values (including descriptions) for the argument.

  8. In the Keywords field, enter keywords that you and others can use as search criteria in the Advanced Search form when you search for this template in the future.

  9. Click Continue to open the Element screen.

    Note:

    If you chose to save the Template asset, you will notice that WebCenter Sites adds two fields:

    • The Status field, which is pre-populated with the editorial status of the Template asset (created, edited, and so on). This field identifies the latest operation that was performed on the Template asset, regardless of whether the Template asset is associated with a workflow.

    • The ID field, which is pre-populated with a unique number that WebCenter Sites generates and assigns to the Template asset as its ID. (The ID field corresponds to the tid variable.)