6 How do I create an asset in Form View?

To create an asset in Form View:
  1. From the Contributor interface, select the site in which you want to create the asset.
  2. In the menu bar, select Content, select New, then select the type of asset you want to create.
  3. If the administrator configured the asset type such that all new assets of that type are placed into workflow upon creation, a tab opens displaying the Choose Assignees form.

    Select at least one user for each required role and click Set Assignees. Any of these users can complete the next step in the workflow process.

    A tab opens and shows the asset's Create view as a content entry form.

  4. In the asset's Create view, in the Name field, enter a name for the asset. Note the following conventions when naming the asset:
    • The name must contain alphanumeric characters. The maximum character limit in the Name field is 64 bytes. Characters that exceed 64 bytes get truncated and a message stating this is displayed.

    • The following characters are not allowed: single quote ('), double quote ("), semicolon (;), colon (:), question mark (?), percent sign (%), less-than sign (<), greater-than sign (>) and backslash (\).

    • The name can contain spaces, but cannot start with a space.

  5. Fill in the asset's content entry form. When populating the form, take note of the following:
    • Required fields. You must fill in all required fields (marked with an asterisk) before you are permitted to save the asset. Fill in all other fields as necessary.

    • WYSIWYG text fields. You may see one or more text fields that are WYSIWYG-enabled by a WYSIWYG editor, such as CKEditor. These text fields allow you to enter and format your content using controls similar to those of Microsoft Word.

      To work in a CKEditor-enabled field, click in the field to load CKEditor.

    • Date fields. You may see one or more fields that allow you to select a date.

      Click the Pick a date icon to open the Date Picker attribute editor.

    • Image Picker fields. You may see one or more fields that prompt you to select an image asset (to be associated with the asset you are creating) through the Image Picker attribute editor. In such cases, you see a Browse button under a Drop Zone.

      Click Browse to open the Image Picker to the right of the tab displaying the asset. The Image Picker shows either names or thumbnails of the image assets from which you can select.

    • Clarkii Online Image Editor fields. You may see one or more fields that allow you to edit images directly in the asset form, using Clarkii OIE.

    • Type Ahead fields. You may see one or more fields that display the text "Type Ahead" within a drop-down list.

      To populate this field with an asset, you can either start typing the name of the asset you want to place into the field or use the drop-down list to select the asset. Your developers determine the type of assets this field supports.

    • Upload fields. You may see one or more fields that enable you to upload an image file from your local computer.

      To populate fields such as this, click the Browse button to upload an image file from your local computer.

    • Asset association fields. You may see one or more fields that display a Drop Zone. These fields support drag and drop functionality and prompt you to select an asset, from the Content Tree, My Work tree, or a search results list, and drop the asset into the association field.

      When you hover an asset of an accepted type over the field, a green border is shown around the field.

      WebCenter Sites links the asset you dropped into the association field to the asset you are working with. The association field displays the name of the associated asset.

  6. In the Tags field, enter a single word or short phrase to attach to the asset.
  7. Select the next section in the form section selector and fill in the fields as outlined in step 5. Continue until you have populated all required fields (marked with an asterisk). Populate other form sections as necessary.
  8. If you plan to create translations of the asset, or if you are required to specify the language of the content you create, select the asset's target language in the Locale drop-down list (located in the Metadata section of the form).
  9. If you want to create a vanity URL for the asset, select the URL section of the form. In the URL field, specify a vanity URL for the asset.
  10. To save the asset, do one of the following:
    • In the asset's toolbar, click the Save icon.

    • In the menu bar, select Content, then select Save.

    WebCenter Sites saves the asset to the database, unless:

    • You have left out one or more required fields in one or more sections

    • An entry or selection you have made in one or more sections is not permitted

    If either of the above is true, WebCenter Sites displays an error message indicating the offending fields. Correct the errors, then save the asset.

  11. To inspect the asset, do one of the following:
    • In the asset's toolbar, click the Inspect icon.

    • In the menu bar, select Edit, then select Inspect.

    The tab shows the asset's Inspect view in Form View. When you Inspect an asset, you cannot modify its content.

  12. If the asset is not preassigned to a workflow and you want to use the workflow feature, you can assign the asset to a workflow process.
  13. To preview the asset, click the Preview icon in the asset's toolbar.

    If the asset does not have a template assigned to it, the Select Layout dialog opens. Select a layout and click Apply.

    The preview of the asset opens in the tab.

    If you want to make additional changes to the asset, do the following:

    • In the asset's toolbar, click the Go Back icon.

    • In the asset's toolbar, click the Edit icon.

    The Edit view of the asset opens in the tab.

  14. When you are finished working with the asset, save the asset and close the tab. In the menu bar, select Content, then select Save & Close.

    WebCenter Sites saves the asset and closes the tab displaying the asset.