Adding a user selection element to a template | HCL Digital Experience

You add a user selection element to an authoring template when you want the user selection element to be used by a set of items that use the same authoring template.

Procedure

  1. Open or create an authoring template.
  2. Click Manage Elements.
  3. Select User Selection as the element type.
  4. Enter a name. Do not use double-byte and non-ASCII characters.
  5. Enter a display title to use as the title of the element displayed indexes and forms.
  6. If you created a text provider plug-in for a multi-locale site, you can also select the text provider and enter a key to look up a string from the selected text provider. The text provider displays a different display title for each language it is configured for. The text that is entered in the Display Title field is only used if an appropriate display title is not available from the selected text provider, or if the text provider is not available.
  7. Click OK. The user selection element is added to your form.
  8. Go to the use selection element you created. Either select a default list of users and groups, or do nothing and allow your content creators select users and groups they create items based on this authoring template.
  9. Click properties to open the display properties of the element. This view is where you define how the element is displayed on the item form.
    1. To display the element as a required field select Identify this as a required field.
    2. To hide a field on the content form from all users select Hide field. You must specify a default value if the field is a required field.
      Note: Administrators and managers can choose to display hidden fields and elements in an item by clicking Show hidden fields.
    3. Select the users or groups you want to grant exclusive edit access to a field or element by clicking Add Editors.
    4. Select the users or groups you want to grant exclusive view access to a field or element by clicking Add Viewers.
    5. Type field-specific help into Field help. This text is displayed near the element in the content form.

      If you create a text provider plug-in for a multi-locale site, you can also select the text provider and enter a key to look up a string from the selected text provider. The text provider displays a different help text for each language it is configured for. The text that is entered in the Field help field is only used if an appropriate help text is not available from the selected text provider, or if the text provider is not available.

  10. Save the authoring template.