Page templates

A page template applies a predefined content structure and layout to new pages. That way, certain page types can be applied during page creation to support consistent formatting throughout the knowledge base.

3.1 When to use page templates

Page templates are useful for frequently used content formats such as meeting minutes, reference pages, product descriptions, customer information, or short manuals.

When a page is created with a page template, the page becomes "detached" from the original page template. This means that subsequent changes to the template will not affect pages that have originally been created with that page template. This distinguishes page templates from regular templates.

3.1.1 Characteristics of a page template

Page templates:

• can be added to the page template collection by administrators
• can only be used for new pages
• are based on pages that are located in the Template namespace
• can be limited to certain namespaces
• can integrate with forms

3.2 Standard page templates

3.2.1 List of standard templates

Page template	Edition	Description
Decision Matrix	pro	Make an informed decision by comparing your options
Event	pro	Plan an event from beginning to end
Guideline	pro	Create a code of conduct or other guideline
How-to Article	free, pro	Step-by-step instructions for completing a task
Management Meeting Minutes	pro	Create minutes for a regular management meeting
Meeting Agenda	free	Create a generic meeting agenda with minutes
Request for Comments	pro	Ask for feedback about an important decision that needs to be made
Status Report	pro	Stakeholder über den derzeitigen Stand eines Projekts informieren
To-do List	free, pro	Track and update your to-dos

3.2.2 Removing a standard page template

Page templates that are installed by default can be deleted from Global actions > Management > Page templates.

Deleting a page template from the Page templates administration (1).

When you delete a page template here, it is only removed from the selection of templates during page creation. The actual template page still resides in the Template namespace and can be added back later.

Instead of deleting a template, its content can be adjusted directly in the template namespace. To do this, click on the template link in the column Template (2).

3.3 Creating a page template

Any knowledge base user with edit rights can add a new page template in the template namespace.

Important!By default, the Template namespace does not have visual editing activated. If you want to create page templates in visual editing mode, adjust the settings for this namespace in the Namespace manager.

To add the template to the Page template administration, however, you need admin permissions.

Note:Every page template depends on an actual page in the namespace Template. This template must exist before creating a page template.

To add a page template to the list of available page templates:

1. Go to the Page templates administration.
2. Click the Plus-button above the template list.
3. Save the template after completing all template fields (all fields are required).

3.3.1 Template fields

When creating or editing a page template, the following information needs to be provided before the page template can be saved:

• Name - the name of the page template
• Description - a short description of the page template
• Namespace - a list of the namespace where the template is active. If the template should be available on all pages, select (all) from the list.
• Template - page in the Template namespace from which to pull the content.

Adding a page template

3.4 Using page templates

A list of available templates appears when a user creates a new page. It is usually shown below the "Empty page" default template. Selecting one of these page templates will create the new page that is pre-filled with the content from the actual template page.

Page template selection during article creation

There are two important settings:

• Assigning namespaces (in the page templates administration): Page templates can be linked to specific namespaces. If a namespace is not added here, the template will not be displayed in that namespace.
• Namespace manager: The PageTemplates option for a namespace must be activated in the Namespace manager so that the associated templates are automatically displayed when a new page is created in that namespace (e.g., if the "+" button is used to create the page).