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Update Layout Template
This process is conducted through the Front End  of iD and will depend on the level of Security applied.

Templates form the basis for layouts - they dictate the underlying structure and set rules for what can be added/edited to a layout. If changes have been made to a template, administrators can opt to inherit these changes to a layout.

Please note:

  • Layouts must be updated on a case-by-case basis

  • Updates can happen either a) on demand (user driven) or b) automatically (configuration setting driven)

  • Administrators can use any template available within the applicable folder to update their layout

  • Components will remain unchanged, only the positioning and structure (i.e. columns, rows, cell padding) will be updated

  • Where the template has additional cells added or removed, the current components will be moved automatically to the first cell 

  • Administrators with a Security Level of "Creator" or higher in Layout Manager are able to perform this action


Step by step instructions

  1.  After changes to the template have been made, the first step is to navigate to the existing layout you wish to update and select it. There are 3 ways you can update the layout template, see below for instructions:


Updating the Layout Template via the Out of Date Notification

  1. When the layout loads, a notification is displayed in the top right corner of the screen to advise the user that the template for the page is not up to date.

     

    Click Update Template to automatically update the current template for this layout.


  2. If further changes to the template are required prior to updating the layout, then click the View Template link. The template will then be loaded in Edit Mode for you to make changes.

     


    Once the changes have been made, click Save and enter comments about the modifications - this will then update and save ONLY the template. Note: you will still need to return to the layout and update the layout template either via the "Update Template" button on the Notification or follow the steps below for updating the layout template via Properties.


                   


  3. The Out of Date Notification can also be cancelled by clicking the 'x' in the top right-hand corner. Once this notification is cancelled, the only way to access functionality to update the layout template is to access it via the Properties (as explained below).

     



Updating the Layout Template via Properties

  1. Once in Edit Mode, additional options will become available within the Editing Toolbar. To update the underlying template, select Properties at the top of the screen

     


  2. The General tab will be displayed, click the Update Template button next to the template name

     


  3. From here, the Select Template prompt will display the available templates. Select the template you wish to use and press OK. Your layout will be updated to utilize the selected template.

    Note: Templates must be assigned to a subsite in order to be available for selection view this process here

     


  4. If you click the Template Name, instead of the Update Template button, the template will be loaded in Edit Mode where you can make changes to the template.

     


    Once the changes have been made, click Save and enter comments about the modifications - this will then update and save ONLY the template. Note: you will still need to return to the layout and update the layout template either via the "Update Template" button on the Notification or via Properties

                   


Updating the Layout Automatically

If you want any template changes to be passed through to your layouts automatically, follow these steps:

  1. As an Administration Superuser, access the Admin > Administration > Utilities > Config Settings

     
  2. Search for setting 'Automatic Template Update'

     
  3. Select Edit

  4. From drop down, set field to True

  5. Select Update

     

Note: Once a template has been updated, a layout will need to be Edited to automatically update the template. Then the layout must be Published to Live & Exit for this update to take effect.

 
 
 
 
 
 
iD Help refers to iD 8
 
 
 
The {0} view cannot be edited until it is customized in the template.
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