Space Administration - Field Types

On This Page



Note:

The sections in this page has video tutorials in the bottom of the page. If you do not understand the written text and use the video as reference.


The Field Types Tab

Fields are the basic building block of pages in Carbon Editor.

For more information, see Fields.


The Field types configured in the Space administration control the types of Fields that Editors can choose when adding content to Pages in The Page Editor.

It is recommended that Space Admins customise the Field types for their Space with domain-specific language that Editors will understand when creating or editing content.

Space Admins must configure the available Field types for the Space before they can configure the Space's Page Sections and/or Page Templates.


Example

A magazine publisher uses Carbon Editor to produce content for their print magazine and magazine app.

Rather than simply using the default text content Field types (Heading and Paragraph), the Space Admin configures separate Field types for headline, deck, byline, lead paragraph, body paragraph, and caption.

This way, specific theming for each different type of text field can be applied when the document is exported.


The Field Types tab contains a list of the Field types that are available within the Space.

Space Admins can add, delete, and manage Field types from within the Field Types tab.

Accessing the Field Types Tab

To access the Field Types tab for a Space:

  1. Click your current Organisation's name in the top navigation bar.
  2. Under Swap Organisation, choose the relevant Organisation from the list.
    You will be taken to the Organisation view.
  3. Under the Spaces heading, click the name of the relevant Space.
  4. Click the Space name in the top navigation bar, then click Administer "Space Name".
    You will be taken to the Overview tab of the Space's administration.
  5. Click the Field Types tab.


Create a Field Type

To add a new Field type:

  1. Click the Create button.
  2. Enter a Name for the Field type.
  3. Select the Content Type that the field will contain.
  4. Click the Save button.

The Field Type will be created, and will be displayed in the list.



Delete a Field Type

To delete a Field type:

  1. Locate the Field type in the list.
  2. Click the arrow in the Actions column to open the Actions dropdown menu.
  3. Click Delete.
  4. Confirm you want to delete the Field Type by ticking the confirmation box.
  5. Click the Delete button.

The field will be deleted, and will no longer be available for Editors working within the Space.

Any pre-existing uses of the field will be preserved.



Manage Field Types

Space Admins can also manage the Field types within the Space.

Management functions include editing default content, editing HTML Layout, renaming, and moving Field types.

Edit Default Content

Any changes that are made to a Field type will not apply retroactively. Making a change to a Field type will not affect any instances where the field type was previously used in a Page.

The default content for a Field type will be included as placeholder content when an Editor adds this type of Field to a Page.

Therefore, it is recommended that Space Admins edit the default content for each Field type, ensuring that the appropriate use of the field is exemplified.

To edit a Field type's default content:

  1. Locate the Field type in the list.
  2. Click the Edit default content in the Actions column.
  3. On the next page, edit the default content for the field.
    You can use the text formatting tools, as per the process for editing content in The Page Editor.
  4. Finalise the Field type's new default content, then click the Done button.

Edit HTML Markup

Each Field type can have custom HTML markup applied to it, allowing for more finely-tuned styling upon export.

Editing HTML markup is only recommended for advanced users.

Custom HTML markup overrides the standard Carbon Editor HTML output.

Entering invalid markup may cause content to display incorrectly, or to not display at all.

For more information on custom HTML markup, see Using Custom HTML Markup.

To add custom HTML markup for a Field type:

  1. Locate the Field type in the list.
  2. Click the arrow in the Actions column to open the Actions dropdown menu.
  3. Click Edit HTML.
  4. On the next page, add your HTML.

  5. Finalise the Field type's new HTML layout, then click the Save button.

Rename a Field Type

To rename a Field type:

  1. Locate the Field type in the list.
  2. Click the arrow in the Actions column to open the Actions dropdown menu.
  3. Click Edit Details.
  4. Enter the new name for the Field type.
  5. Click the Save button.

The Field type will be renamed.

Pre-existing uses of the Field type will be preserved, including the old name

Reorder Field Types

To move a Field type up or down in the Field types list:

  1. Locate the Field type in the list.
  2. Click the arrow in the Actions column to open the Actions dropdown menu.
  3. Click Up or Down.
  4. The Field type will be moved in the list.


Video Tutorials

Watch the video tutorial that follows the guide.

Accessing the field types tab

The video shows where to look for Field Types when the user is within the relevant space.

Create a field type

Delete a field type

Edit Default Content

Edit HTML Markup

Rename a Field Type

Reorder Field Types


Unless otherwise indicated in the Overview page of this WIKI the information contained within this space is Classified according to the /wiki/spaces/ISMS/pages/739344530 as

INTERNAL