You must be a system administrator to create templates for the whole platform. Space administrators can create templates for the spaces they coordinate.
The templates created in Elium are pre-formatted categories for platform users. You can create them from existing templates in your company or take the opportunity to create original templates, by asking yourself which content formats could be standardised.
How is it displayed in Elium ?
Each template is differentiated by its name, icon and/or color. You can create as many templates as you need for your use. For example, you can create a meeting report template, or one for competitor records, project records, the integration process, etc. You are able to create templates that span the entire platform or templates that are specific to one or more spaces.
There are two ways to create a template:
Under the drop-down menu of your profile photo via the "Template Builder" tab.
Under the "+ Create" button via the "Create a new template" button
1. Set up your template
Choose to enable or disable your template
Choose an icon to illustrate your template under the "+" button.
Define if your template is transverse to the entire platform or if it is accessible only for one or more spaces.
2. Define the name of the template
Define the language(s) of the template
Choose his name. Prefer a short name, below 25 characters, so that it is displayed correctly in the menu.
3. Create the structure of the template
You can choose to
either for a free title, i.e. each user will choose the title he gives to his content
or a structured title, for example "Meeting Minutes XXX of dd/mm/yyyy" and the gaps will be automatically filled in thanks to the structured fields you inserted in your template
When is a structured title relevant? Whenever you want to unify the way contents are named
How to create a structured title:
Go to the template builder
Set up the structured fields you want to use (see more details on this in next section)
Then in the 'title' section, click on the three little dots and then on
Convert to structured title
Add attributein the title to add the fields in the title
Don't forget to save your template!
🚨 Once converted to a structured title, it is not possible to go back to a simple placeholder
💡 Two main reasons to put information in structured fields:
Additional, more precise and structured research criteria
Important data to be quickly seen at the top of the publication
Click on "Field".
Give a name to your structured field.
Choose the type of fields you want. Find an explanation of the different types of fields below
Make this field mandatory if necessary (your users will not be able to publish the Story without filling in this field).
💡 Add as many fields as necessary to your template. With the options "line", "title section" and "section", you can structure your structured fields
Establish the structure of the template body. As with creating content, click on the "+" button and add the different blocks you would like your users to fill.
You can predefine titles, bulleted lists, areas to place a file, image, etc.
Structure your body with different levels of titles.
Click on the "+" to add a content blocks.
4. Preview and save your template
Find out here how to modify or delete your template.
The different type of structured fields:
Text : text fields let you add custom strings of text to describe your content
Multiline text : lets you add multiple lines of text to describe your content
Email : field used to store an email address
Number : field used to store a number
Checkbox : field used to store a boolean (true/false) and display a checkbox
URL : field used to store a link to another location
Date & time: use this field to set dates on your content, such as project deadlines or meeting times
Date : same as above, without time.
Phone number : field used to store a phone number.
Multiple tags : field used to select one or more tags of a specific category
Tag : field used to select one tag of a specific category
Author : field used to store the author’s name
Publication date : field used to store the content’s publication date
Source : field used to store the source of the content
Publisher : field used to store a content publisher’s name
Location : field used to store a geographical address
User list : field used to reference one or more users of the platform, such as project team members
User : field used to reference a user of the platform, such as project manager or validator
Line : lets you add a horizontal visual separator between fields
Section : lets you add unmodifiable text between fields
Heading Section : lets you add unmodifiable headers between fields
Apply a template
Sometimes templates are defined organically after somebody notices a lot of contents with similar pattern. You can use the bulk action to convert those contents to a template in order to attach the template fields to existing contents.
How to apply a template?
1) Create the template that you want to apply on many content (cfr. above) or use an existing template
2) Search and select the contents you want to apply the template on
3) Use the
bulk actions and
apply a template
4) Go to the content and edit it to see the new template fields
The story will now show the corresponding template badge
The template fields will not be automatically filled when applying the template. You still need to do this manually.
You cannot apply a template on a content that already has a template. This bulk action only works on contents with no template.