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Chapter 6 Template Management

Template Management

Template management includes all portal templates and page templates.

Portal Template

Users can set their configured portal as a template. When creating a new portal next time, they can directly select the pre-configured portal.

Page Template

Users can set a configured page as a template. When configuring a new page for the portal, they can directly select an existing page template.


The following explains how to:

  • Set a configured portal or page as a template.
  • Use portal templates and page templates.

6.1 Portal Template

Using Portal Templates

1. Set a Portal as a Template

  1. Enter the portal management backend. In the portal list, hover over a portal to reveal the portal operation buttons, then click "Set as Template."
Portal Diagram
  1. In the "Set as Template" pop-up window, edit the portal template name and description. After clicking "OK", a success message will appear.

  2. Enter the "Template Management" menu to view the list of portals set as templates.

  3. In the template management list, you can:

    • Preview portal templates
    • Create new portals using portal templates
    • Modify basic information of portal templates
    • Delete portal templates

2. Use a Portal Template

  1. Go to the "Portal Configuration" list, click "Create New Portal", select a portal template, and apply the template.

  2. Edit the basic information of the new portal and click "Confirm."

    💡 Tip: Modifying the basic information here will not affect the original portal template.

  3. Enter the editing page of the new portal to edit the portal content.

    💡 Tip: Editing the content here will not affect the template itself.

6.2 Page Template

Using Page Templates

1. Set a Page as a Template

  1. Edit a portal, enter the portal editing page, and in the page management area, click the "..." operation button next to the page name, then select "Set as Template."

  2. In the "Set as Template" pop-up window, edit the page template name and description, upload a cover image, and click "Confirm."
    A success message will be displayed.

  3. Exit the portal editing page, go to the "Template Management" menu, select "Page Template," and you will see the page that was just set as a template.

  4. In the Template Management > Page Template list, you can:

    • Preview page templates
    • Modify basic information of page templates
    • Delete page templates

2. Use a Page Template

  1. Go to the "Portal Configuration" list, edit the portal, create a new page in the page management section, then click "Edit Page."

  2. Select the "Page Template" tab, choose the recently added page template, and click "Use."

  3. Enter the page content editing interface.

    💡 Tip: The content is inherited from the page template, but editing it here will not affect the original template.

6.3 Page Master

Using Master Pages

A Master Page can be associated with multiple portal pages, allowing shared content across portals, reducing later maintenance and operational costs.

1. Create a Master Page

  1. Go to Portal Management BackendTemplate CenterPage Master directory.

  2. Click the "New" button, enter the Master title, and proceed to the layout selection page.

    💡 Tip: Just like creating a new page, you can also select a Page Template here.

  3. After selecting a layout, enter the Master Page editing interface, configure the content, then click Save and Publish.

    💡 Tip: Only published masters can be used in portal pages.

2. Use a Master Page

  1. In the Portal Configuration, create a new page, then click the "Edit Page" button.

  2. Select the "Page Master" tab and choose a published master from the list.

  3. The page will now inherit content from the master and cannot be edited directly.

    💡 Tip: Pages referencing masters are read-only; to change their content, edit the master page directly.

3. Edit a Master Page

  1. Go to Template CenterPage Masters, and click the "Edit" button next to a master.

  2. Modify the master content as needed, then Save and Publish.

    💡 Tip: After publishing, all child pages linked to this master will reflect the changes automatically.

4. Delete a Master Page

  1. Navigate to the Master Management list, hover over the master to reveal operation buttons.
  2. Click "Delete Mast

6.4 Component Templates

  1. During page editing, select component appearance to set it as a component template. Template names are auto-filled and cannot be duplicated.
  2. After successfully setting as template, it will appear in the left-side component templates tab. Under Template Center - Component Templates directory, view template lists for management tasks like renaming templates, editing descriptions, or deleting templates.