Custom Template

Custom Template

Custom Template

The "Custom Template" feature allows users to save a page as a template. Once a page is created, it can be saved as a custom template for future use. 
This simplifies user workflow by allowing you to save, access, and reuse templates effortlessly. With this feature, you can update only necessary details instead of creating new pages from scratch.

Info
The custom template feature can only be accessed if enabled by an administrator through the admin portal.

Getting Started with Custom Templates

Creating a custom template:

To create a new template in Loree, follow these steps:

1. After Completing Your Content Creation


  1. Once you've crafted your content in the Loree editor, simply head to the Template Icon located at the bottom of the page to take the next step.


2. Save Template and Add Details

  1. Click the Template Icon to begin the saving process.
  2. A "Save as Template" modal will pop up.
  3. Enter the template name in the designated field.
  4. Choose a category from the "Select Category" dropdown to save the template under an existing category.



3. Add a New Category

  1. If you need a new category, select "Add New Category" from the dropdown and create one.


4. Saving option

  1. Use the radio buttons to set the template as either Private or Global.
  2. My Template: Templates created under this option will be saved as Private Templates, accessible only to you.
  3. Global Template: Templates saved under this option will be categorized as Global Templates, making them visible across the entire organization.

Info
When you create a template and save it as a global template, only the admin can edit it. If you need to make changes and use the template in the future, be sure to copy it to your private templates.
InfoThe "Save As" option is managed by the admin. If only the private option is enabled, the "Save As" option will not appear, and templates will be saved directly in the private category.

5. Save the Template:

  1. Once all required fields are completed, the Save button will turn blue.
  2. Click the Save button to save the template.
  3. After saving the template, the toast message "Custom Template saved successfully" will appear in the top-right corner.

6. Cancel or Exit:


  1. To cancel the process, click the Cancel button.
  2. To exit the modal, click the cross symbol in the top-right corner.


Info
As a best practice, an empty page should not be saved as a template. Ensure that the page contains content before saving it as a template.

Reusing the Custom Template:

Templates can be accessed in three different ways.

1. From the blank page
  1. On a blank page, you can access the template by clicking the blue "Templates" button. (Refer to the screenshot below, marked as Number 1.)
  2. You can also navigate to the template page by clicking the Template Icon in the top navigation bar. (Refer to the screenshot below, marked as Number 2)
2. Adding Templates Mid-Editing
  1. Click the Template icon in the top navigation bar of the Loree editor. (Refer to the screenshot below, marked as Number 2)

3. From the module page

You can create a new page using your saved template.To create a new page by template, follow the below steps.
  1. Click the "+ icon" from the left side of the module title.
  2. Click the New Page From Template button in the Add items.
  3. After clicking the button, you can view three tabs of My templates, Global templates, and Shared templates.
  4. You can choose a template from the tabs.
  5. After selecting the template, click the "Next" button for creating a page.
  6. Add a page name in the name field; following that, click "Add Item" to create a page. 

 Template Categories     

 Once you navigate to the Template Page, all templates are categorized for easy access into three types Global, Shared, and Private organized in the left navigation panel.


Searching, Filtering, and Sorting Templates

Top Navigation Options:

Preview and Insert Templates

  1. Select a template from the available options.
  2. Once the template is clicked, the user can view its content through the preview option.
  3. which will appear on the right side of the page.
  4. After selecting the template, the Insert Template button will turn blue.
  5. Click Insert Template to place the selected template on your page.
  6. To cancel the action, click the Cancel button.
  7. To exit the preview, click the cross icon in the top-right corner.
Idea
A blue border will appear around the selected template, making it easily identifiable.

Editing or Deleting and sharing Templates

Edit a Template:

  1. Click the three dots next to the template title.
  2. Select Edit to make changes to the template.
  3. The "Edit Shared Template" modal will appear.
  4. Clicking "Save & Edit" will take you to the page for editing.
  5. Click Cancel to return to the template page.
  6. Once you have finished editing the page, you can update the template by clicking the "Update Template" icon at the bottom of the page.
  7. Alternatively, you can create a new version of the edited template by clicking the "Save as a New Template" icon at the bottom of the page.
  8. After clicking "Save as a New Template", follow the same steps as when creating a new template.


Delete a Template:

  1. Click the three dots next to the template title.
  2. Select Delete.
  3. A confirmation modal will appear.
  4. Click Delete to remove the template permanently.
  5. Click Cancel to return to the template page.


Sharing a template:

  1. Click the three dots next to the template title.
  2. Select the Share option to share the template.
  3. The "Share My Template" modal will appear.
  4. Templates can be shared with current sub-accounts.
  5. Select the sub-account you want to share the template with.
  6. After making your selection, click the Share button.

Info
Only private templates are shareable.
                                                                                   Happy Editing!


    • Related Articles

    • Custom Row

      Getting started Introduction to custom rows The Custom Row feature allows you to save and reuse a row instead of creating a new one from scratch. This helps streamline your workflow by making it easy to save, access, and reuse rows whenever needed. ...

    • How do I share a template?

      When creating a template, you have the option to designate it as a Global template right from the start. Provide your template with a name, select a category of your choice, and save your template as 'Global' for future utilization. Additionally, by ...

    • Custom themes management

      Getting started We are happy to introduce the new Theme Customization feature in the admin dashboard. Admins can now easily customize their theme and apply it to multiple sub-accounts with less effort. Benefits of a Customized Theme Easy Style ...

    • Release notes for Loree - Canvas A2203.1

      Loree Issues retrieving Category names while saving row/element and template modal As a Loree user, When we Launch Loree Editor and Edit any custom template/custom row and custom element then try to update the template/update row or update the ...

    • Release notes for Loree - Canvas A2203.7

      Loree No Add Button - After adding a Custom Row As a Loree user, After adding a Custom Row, the “Add” and “Cancel” button doesn’t appear. So, user is unable to proceed further. This occurs only in the random scenario. This issue is resolved now. We ...