Template Builder User Guide

Version 2.1 | Published July 26, 2021 ©

Editing Template Layout

Editing a template's layout makes it easy to create fill-in forms for journalist. With drag & drop functionality, creating new fill-in forms is quick and easy.

  • Adding tabs enables you to quickly create fill-in forms based on selected fields or start with an empty space where you can add your chosen field types.

  • The All tab gives you access to the classic form that contains all of the template's field types.

  • Resize, move, edit, add and delete fields quickly.

This section covers the following topics:

Follow the steps below to get started.

Accessing Layout Editing

  1. Open or create a new template and add a scene.

  2. Click Fill-in form:

images/download/attachments/76802301/layout-fill-in-form.png

The default view is then displayed:

images/download/attachments/76802301/layout-default-fillin.png

Creating a Template

Selecting Fields and Creating a New Tab

To create a new form for journalists to work with, select fields and click the Create New Tab button:

images/download/attachments/76802301/layout-newview.png

Enter a new for your new tab and click OK:

images/download/attachments/76802301/layout-createtab1.png

In the example in above, Selected is marked as the fields have already been selected. Click OK. All of the previously selected fields are now shown:

images/download/attachments/76802301/layout-allfields.png

Creating a Second Tab

You can use the layout editor to drag and drop, resize and reposition elements in the form. This can be a quick way of doing things if you're only using a few fields.

  1. Click the Create Tab button (or ALT +T).

  2. Enter a name for the tab. Select None and click OK:

images/download/attachments/76802301/create-new-tab.png

Adding, Moving, and Resizing Fields

Use drag and drop to add fields:

images/download/attachments/76802301/drag-and-drop.png

You can then use your cursor to resize and move the elements around:

images/download/attachments/76802301/Layout-resize-move.png

You can also create a new tab and click Select All:

images/download/attachments/76802301/tab3.png

This tab then contains all the fields, and is quite similar to the default view:

images/download/attachments/76802301/tab3-2.png

Deleting Tabs

When you're happy with your design, you can Delete the tabs that you don't want to use, right-click on the tab:

images/download/attachments/76802301/delete.png

Hiding and Showing Tabs

You can then decide what should be visible to the journalist. All with a line through the eye icon indicates that a tab is hidden:

images/download/attachments/76802301/hideall.png

Make a tab visible by clicking the breadcrumbs beside New Template at the top of the screen:

images/download/attachments/76802301/breadcrumb.png

Deselect Hide generated view and click Close:

images/download/attachments/76802301/deselecthidden.png

Voilà:

images/download/attachments/76802301/bothtabsvisible.png

Creating a Drop-down Menu

Give the journalist more options to choose from. Click Data entry at the bottom left of the screen. Select Choose from list:

images/download/attachments/76802301/Choose-from-list.png

Enter a Name in the menu:

images/download/attachments/76802301/create-list.png

Double-click the Value field:

images/download/attachments/76802301/click-value.png

Edit the Value box:

images/download/attachments/76802301/edit-value.png

Right click in the menu and select Insert row below, to create more rows in the same way:

images/download/attachments/76802301/insert-row.png

Changing the Image

Click the circle icon to open a menu to search for a different image:

images/download/attachments/76802301/layout-change-image2.png

Select an image and click OK:

images/download/attachments/76802301/layout-change-image3.png

Image Constraints

images/download/attachments/76802301/imageconstraints.png

Specify standards for image quality and size using either or both of the following:

  • Minimum size of the image (pixels): number of pixels, irrespective of aspect ratio.

  • Aspect ratio: minimum width and height.

Note: A warning is shown if the image becomes smaller than the minimum permitted.

Saving a Template

Click the Disk icon (or shortcut CTRL + S) to save:

images/download/attachments/76802301/layout-save-template.png

Enter a template name and click Save:

images/download/attachments/76802301/layout-save2.png