Create Template from an Existing Item
Efficiency meets customization when working with Help item templates in VisualSP. When crafting a new Help item, choose between starting from scratch or utilizing preconfigured templates available in the gallery. To streamline your process further, save your own customized Help items as templates by clicking the "Save as Template" button in the Help item editor window. This concise guide will walk you through maximizing the potential of templates in VisualSP for a tailored and efficient content creation experience.
The template will now be available in the Add Item screen to be selected for future use
Create Template from Scratch
Open the Add Item screen and click the Enable Edit Options button.
Click the Add Template button in the footer
Under the Core Content section, select the Viewer/Media Type, Title and Content fields that are required for the selected media type.
Under the Template Settings section select the Template Title, Template Description, Template Icon, Foreground / Background color as well as an optional Template Image
Under the Metadata section select the Group to control which group the template is displayed under on the Add Item screen
Make sure you save your work by clicking the Save button. The newly created template can be found on the Add Item screen under the selected Group
Update an Existing Template
Open the Add Item screen and click the Enable Edit Options button.
An Edit icon will now show on the existing item templates
Click the Edit icon and the Editor window will open to allow you to make changes to your selected template.
Make sure you save your work by clicking the Save button.
Pin/Unpin a Template to Quick Access
Templates that are frequently used can be pinned to the Quick Access
Navigate to the desired template and then click the Pin icon in the tile of the template.
The template will now be shown in the Quick Access section of the Add Item screen
You can Unpin the template by selecting the Unpin icon and it will be removed from the Quick Access section
Create Item from a Template
To create a new item with one of our preconfigured templates, just navigate through the available categories and click the tile of the template you wish to use:
This will open the Editor window and set the Application Scope to the current Application Scope and the Viewer/Media Type based on the settings of the template you selected. In the example template above, which is a Web Page, you should update the Title and Web Page URL in the Core Content tab and then the Group name by clicking on Metadata, respectively.
Make sure you save your work by clicking the Save button.