Rich Editor Templates Guide | Axero Documentation

You can create document templates to be used in the rich text editor. This allows your admins to create HTML templates that users can select from a dropdown and insert into the editor textarea. If you create a lot of documents using a uniform layout, this saves you time and effort by creating a standard HTML template layout.

How to Create a Template

For a space

Templates created in a space can only be used when creating content in that space. You cannot share templates between spaces. If you want a template available in multiple spaces, you will need to create that template within each space.

1. From the space, click Manage Space > Dynamic Properties.
2. Click Add Dynamic Property.
3. Enter the name of the template. This should be a friendly name that describes the template.
4. Enter the template in the Content textarea. If you need to enter HTML code to create the template's format and style, click the <> code editor button in the rich editor toolbar, then paste the HTML in the editor that opens.
5. Choose the Rich Editor Templates category.
6. Check Is Active to allow people to use this template.
7. Click Submit to save the template.

For the top-level community

Templates created in the Control Panel can only be used when creating content in the top-level community.

1. From the homepage, click the gear icon > Control Panel > System > Dynamic Properties.
2. Click Add Dynamic Property.
3. Enter the name of the template. This should be a friendly name that describes the template.
4. Check Is Active to allow people to use this template.
5. Choose the Rich Editor Templates category.
6. Enter a short description of the template.
7. Enter your template in the Value textarea.

Text Replacement Options

We currently allow two variables to be used in rich editor templates.

• {$username} — This will be replaced with the logged-in user's first and last name. (e.g., Tom Smith)
• {$todaysdate} — This will be replaced with the current date. (e.g., 9/5/2017, 10:52:55 AM)

Example usage:

Name: {$username}

Date: {$todaysdate}

When a user selects the template, the variables will be replaced with actual values.

How to Choose a Template in the Rich Text Editor

1. Click Insert > Template in the rich editor toolbar.
   
   
2. A modal will open. Choose a template from the dropdown list. You can preview the template.
   
   
3. Click OK to add the template into the editor.
   
   
4. Your template will be added to the editor. You can modify and edit the text as needed.
   
   

Sample Template

Here is a sample template for creating a 15Five report. To use the sample:

1. Go to Manage Space or the Control Panel and create a new dynamic property.
2. Click the <> code editor button in the rich editor toolbar to open the source code editor.
3. Then paste the code below into the source code editor.
4. Then click OK and save the dynamic property.

<div class="mceTmpl">
    <p><strong>15Five Report</strong></p>
    <p><strong>Name:</strong>&nbsp;{$username}</p>
    <p><strong>Week ending:</strong>&nbsp;{$todaysdate}</p>
    <h2>Accomplishments for the week:</h2>
    <p>(List completed activities and notable accomplishments. In general, what is working? What is your current situation?)</p>
    <ul>
        <li>Start here</li>
    </ul>
    <h2>Priorities for next week:</h2>
    <p>(Be specific.)</p>
    <ul>
        <li>Start here
        </li>
    </ul>
    <h2>Challenges/Roadblocks:</h2>
    <p>(Describe potential challenges that may impede your intended tasks/goals.)</p>
    <ul>
        <li>Start here
        </li>
    </ul>
    <h2>Lessons Learned/Opportunities for Improvement:</h2>
    <p>(List any area that might benefit from improvement; questions you are trying to solve; lessons recently learned or relearned.)</p>
    <ul>
        <li>Start here
        </li>
    </ul>
</div>

Notes

• Once you load a template into the editor, it breaks all ties with the original template. You are simply taking the template HTML and adding it to the editor. You have full access to edit the content in the editor and change its HTML for the current content you are creating.
• If you change the HTML or content in the editor, it will not change the content in the template file.
• If your users use the template in content and then an administrator changes the template in Dynamic Properties, it will not update all existing content that uses the template.
• You can add multiple templates to content.