Page Templates - Editable
Editable templates have been introduced to:
- Allow specialized authors to create and edit templates .
- Such specialized authors are called template authors
- Template authors must be members of the template-authors group.
- Provide templates that retain a dynamic connection to any pages created from them. This ensures that any changes to the template are reflected in the pages themselves.
- Make the page component more generic so the core page component can be used without customization.
With editable templates, the pieces that make a page are isolated within components. You can configure the necessary combinations of components in a UI, thereby eliminating the need for a new page component to be developed for each page variation.
AEM 22.214.171.124 or later is required to use editable templates with the SPA Editor .
Static templates are also available.
- Gives an overview of creating editable templates
- For details see Creating Page Templates
- Describes the admin/developer tasks required to create editable templates
- Describes the technical underpinnings of editable templates
This document assumes that you are already familiar with creating and editing templates. See the authoring document Creating Page Templates , which details the capabilities of editable templates as exposed to the template author.
Following tutorial might also be of interest for setting up an editable page template in a new project: Getting Started with AEM Sites Part 2 - Creating a Base Page and Template
Creating a New Template
Creating editable templates is primarily done with the template console and template editor by a template author. This section gives an overview of this process and follows with a description of what occurs at a technical level.
For information on how to use editable templates in an AEM project see Creating an AEM project using Lazybones .
When creating a new editable template you:
- Create a folder for the templates . This is not mandatory, but is recommended best practice.
- A selection of template types are provided out-of-the-box. You can also create your own site-specific template types if required.
- Configure the structure, content policies, initial content, and layout of the new template.Structure
For details on how a template author defines the structure, see Creating Page Templates .For technical deatils of the structure, see Structure in this document.Policies
- The structure allows you define components and content for your template.
- Components defined in the template structure cannot be moved on a resulting page nor deleted from any resulting pages.
- If you are creating a template in a custom folder outside of the We.Retail sample content, you can choose Foundation Components or use Core Components .
- If you want page authors to be able to add and remove components, add a paragraph system to the template.
- Components can be unlocked and locked again to allow you to define initial content.
For details on how a template author defines policies, see Creating Page Templates .For technical deatil of policies, see Content Policies in this document.Initial Content
- The content policies define the design properties of a component.
- For example, the components available or minimum/maximum dimensions.
- These are applicable to the template (and pages created with the template).
For details on how a template author defines the structure, see Creating Page Templates .For technical details on initial content, see Initial Content in this document.Layout
- Initial Content defines content that will appear when a page is first created based on the template.
- Initial content can then be edited by page authors.
For details on how a template author defines the template layout, see Creating Page Templates .For technical details on template layout, see Layout in this document.
- You can define the template layout for a range of devices.
- Responsive layout for templates operates as it does for page authoring.
- Enable the template, then allow it for specific content trees.
For details on how a template author enables a template, see Creating Page Templates .For technical deatils on enabling a template, see Enabling and Allowing a Template for Us e in this document
- A template can be enabled or disabled to make it available or unavailable to page authors.
- A template can be made available or unavailable for certain page branches.
- Use it to create content pages.
For details on how a page author uses templates to create a page, see Creating and Organizing Pages .For technical details on creating pages with editable templates, see Resultant Content Pages in this document.
- When using a template to create a new page there is no visible difference and no indication between static and editable templates.
- For the page author, the process is transparent.
All sample content pages contain cq.shared , so any content based on them automatically includes cq.shared . However, if you decide to create your own content pages from scratch without basing them on sample content, you must make sure to include the cq.shared namespace.
See Using Client-Side Libraries for further information.
Never enter any information that needs to be internationalized into a template.
For organizing your templates you can use the following folders:
- Site-specificThe site-specific folders that you create to organize your templates are created with an account holding admin priviliges.
Even though you can nest your folders, when the user views them in the Templates console they are presented as a flat structure.
In a standard AEM instance the global folder already exists in the template console. This holds default templates and acts as a fallback if no policies and/or template-types are found in the current folder. You can add your default templates to this folder or create a new folder (recommended).
It is best practice to create a new folder to hold your customized templates and not to use the global folder.
Folders must be created by a user with admin rights.
Template types and policies are inherited across all folders according to the following order of precedence:
- The current folder.
- Parent(s) of the current folder.
A list of all allowed entries is created. If any configurations overlap ( path / label ), only the instance closest to the current folder is presented to the user.
To create a new folder, you can either do this:
- Programmatically or with CRXDE Lite
- Using the Configuration Browser
Using CRXDE Lite
- A new folder (under /conf) can be created for your instance either programmatically or with CRXDE Lite.The following structure must be used:
/conf <your-folder-name> [sling:Folder] settings [sling:Folder] wcm [cq:Page] templates [cq:Page] policies [cq:Page]
- You can then define the following properties on the folder root node:<your-folder-name> [sling:Folder]Name: jcr:title
- Type: String
- Value: The title (for the folder) you want to appear in the Templates console.
- In addition to the standard authoring permissions and privileges (e.g. content-authors ) you now need to assign group(s) and define the required access rights (ACLs) for your authors to be able to create templates in the new folder.The template-authors group is the default group that needs to be assigned. See the following section ACLs and Groups for details.See Access Right Management for full details on managing and assigning access rights.
Using the Configuration Browser
- Go to Global Navigation -> Tools > Configuration Browser .The existing folders are listed to the left including the globa l folder.
- Click Create .
- In the Create Configuration dialog the following fields need to be configured:
- Title : Provide a title for the configuration folder
- Editable Templates : Tick to allow for editable templates within this folder
- Click Create
In the Configuration Browser, you can edit the global folder and activate the Editable Templates option if you wish to create templates within this folder, however this is not recommended best practice.
ACLs and Groups
Once your template folders are created (either via CRXDE or with the Configuration Browser), ACLs must defined for the appropriate groups for the template folders to ensure proper security.
The template folders for the We.Retail reference implementation can be used as an example.
Legacy Templates under /conf/global
Templates should no longer be stored in /conf/global , however for some legacy installations there may still be templates in this location. ONLY in such legacy situations should the following /conf/global paths be explicitly configured.
|Path||Role / Group||Permissions||Description|
|/conf/global/settings/wcm/templates||Template Authors||read, write, replicate||Template authors that create, read, update, delete, and replicate templates in /conf/global|
|Anonymous Web User||read||Anonymous Web User must read templates while rendering a page|
|Content Authors||replicate||Content authors need to activate the templates of a page when activating a page|
|/conf/global/settings/wcm/policies||Template Author||read, write, replicate||Template authors that create, read, update, delete, and replicate templates in /conf/global|
|Anonymous Web User||read||Anonymous Web User must read policies while rendering a page|
|Content Authors||replicate||Content authors need to activate the policies of a template of a page when activating a page|
|/conf/global/settings/wcm/template-types||Template Author||read||Template author creates a new template based on one of the predefined template types|
|Anonymous Web User||none||Anonymous Web User must not access the template types|
When creating a new template you need to specify a template type:
- Template types effectively provide templates for a template. When creating a new template the structure and initial content of the selected template type is used to create to the new template.
- The template type is copied to create the template.
- Once the copy has occurred, the only connection between the template and the template type is a static reference for information purposes.
- Template types allow you to define:
- The resource type of the page component.
- The policy of the root node, which defines the components allowed in the template editor.
- It is recommended to define the breakpoints for the responsive grid and setup of the mobile emulator at on the template type. This is optional, because the configuration could also be defined on the individual template (see Template Type and Mobile Device Groups ).
- AEM provides a small selection of out-of-the-box template types such as HTML5 Page and Adaptive Form Page.
- Additional examples are provided as a part of the We.Retail sample content.
- Template types are typically defined by developers.
The out-of-the box template types are stored under:
You must not change anything in the /libs path. This is because the content of /libs is overwritten the next time you upgrade your instance (and may be overwritten when you apply either a hotfix or feature pack).
Your site-specific template types should be stored in the comparable location of:
Definitions for your customized templates types should be stored in user-defined folders (recommended) or alternatively in global . For example:
The template types have to respect the correct folder structure (i.e. /settings/wcm/... ), otherwise the template types will not be found.
Template Type and Mobile Device Groups
The device groups used for an editable template (set as relative path of the property cq:deviceGroups ) define which mobile devices are available as emulators in the layout mode of page authoring. This value can be set in two places:
- On the editable template type
- On the editable template
When creating a new editable template, the value is copied from the template type to the individual template. If the value is not set on the type, it can be set on the template. Once a template is created, there is no inheritance from the type to the template.
The value of cq:deviceGroups must be set as a relative path such as mobile/groups/responsive and not as an absolute path such as /etc/mobile/groups/responsive .
With static templates , the value of cq:deviceGroups could be set at the root of the site.
With editable templates, this value is now stored at the template level and is not supported at the page root level.
Creating Template Types
If you have created a template that can serve as the basis of other templates, you can copy this template as a template type.
- Create a template as you would any editable template as documented here , which will serve as the basis of your template type.
- Using CRXDE Lite, copy the newly-created template from the templates node to the template-types node under the template folder .
- Delete the template from the templates node under the template folder .
- In the copy of the template that is under the template-types node, delete all cq:template and cq:templateType jcr:content properties.
You can also develop your own template type using an example editable template as a basis, available on GitHub.
CODE ON GITHUB
You can find the code of this page on GitHub
- Download the project as a ZIP file
Definitions for editable templates are stored user-defined folders (recommended) or alternatively in global . For example:
The root node of the template is of type cq:Template with a skeleton structure of:
<template-name> initial jcr:content root <component> ... <component> jcr:content @property status policies jcr:content root @property cq:policy <component> @property cq:policy ... <component> @property cq:policy structure jcr:content root <component> ... <component> cq:responsive breakpoints thumbnail.png
The main elements are:
This node holds properties for the template:
- Name : jcr:title
- Name : status
- Type : String
- Value : draft , enabled or disabled
Defines the structure of the resultant page:
- Is merged with the initial content ( /initial ) when creating a new page.
- Changes made to the structure will be reflected in any pages created with the template.
- The root ( structure/jcr:content/root ) node defines the list of components that will be available in the resulting page.
- Components defined in the template structure cannot be moved on or deleted from any resultant pages.
- Once a component is unlocked the editable property is set to true .
- Once a component that already contains content is unlocked, this content will be moved to the initial branch.
- The cq:responsive node holds definitions for the responsive layout.
Defines the initial content that a new page will have upon creation:
- Contains a jcr:content node that is copied to any new pages.
- Is merged with the structure ( /structure ) when creating a new page.
- Any existing pages will not be updated if the initial content is changed after creation.
- The root node holds a list of components to define what will be available in the resulting page.
- If content is added to a component in structure mode and that component is subsequently unlocked (or vice versa), then this content is used as initial content.
The content (or design) policies define the design properties of a component. For example, the components available or minimum/maximum dimensions. These are applicable to the template (and pages created with the template). Content policies can be created and selected in the template editor.
- The property cq:policy , on the root node/conf/<your-folder>/settings/wcm/templates/<your-template>/policies/jcr:content/rootProvides a relative reference to the content policy for the page's paragraph system.
- The property cq:policy , on the component-explicit nodes under root , provide links to the policies for the individual components.
- The actual policy definitions are stored under:/conf/<your-folder>/settings/wcm/policies/wcm/foundation/components
The paths of policy definitions depend on the path of the component. cq:policy holds a relative reference to the configuration itself.
Pages created from editable templates do not offer a Design mode in the page editor.
The policies tree of an editable template has the same hierarchy as the design mode configuration of a static template under:
The design mode configuration of a static template was defined per page component.
Page policies allow you to define the content policy for the page (main parsys), in either the template or resultant pages.
Enabling and Allowing a Template for Use
- Enable the TemplateBefore a template can be used it must be enabled by either:
- Enabling the template from the Templates console.
- Setting the status property on the jcr:content node.
- For example, on: /conf/<your-folder>/settings/wcm/templates/<your-template>/jcr:content
- Define the property:
- Name: status
- Type: String
- Value: enabled
- Allowed Templates
For example, with a value of:/conf/<your-folder>/settings/wcm/templates/.*;
- Define the Allowed Template path(s) on the of the appropriate page or root page of a sub-branch.
- Set the property:cq:allowedTemplatesOn the jcr:content node of the required branch.
Resultant Content Pages
Pages created from editable templates:
- Are created with a subtree that is merged from structure and initial in the template
- Have references to information held in the template and template type. This is achieved with a jcr:content node with the properties:
- cq:templateProvides the dynamic reference to the actual template; enables changes to the template to be reflected on the actual pages.
- cq:templateTypeProvides a reference to the template type.
The above diagram shows how templates, content, and components interrelate:
- Controller - /content/<my-site>/<my-page>The resultant page that references the template. The content controls the entire process. According to the definitions it accesses the appropriate template and components.
- Configuration - /conf/<my-folder>/settings/wcm/templates/<my-template>The template and related content policies define the page configuration.
- Model - OSGi bundlesThe OSGI bundles implement the functionality.
- View - /apps/<my-site>/componentsOn both the author and publish environments the content is rendered by components .
When rendering a page:
- Templates :
- The cq:template property of its jcr:content node will be referenced to access the template that corresponds to that page.
- Components :
- The page component will merge the structure/jcr:content tree of the template with the jcr:content tree of the page.
- The page component will only allow the author to edit the nodes of the template structure that have been flagged as editable (as well as any children).
- When rendering a component on a page, the relative path of that component will be taken from the jcr:content node; the same path under the policies/jcr:content node of the template will then be searched.
- The cq:policy property of this node points to the actual content policy (i.e. it holds the design configuration for that component).
- This allows you to have multiple templates that re-use the same content policy configurations.