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Sitecore User Group - Bengaluru 1 www.gopigujjula.com
SITECORE – ENHANCING CONTENT AUTHOR
EXPERIENCE
GOPIKRISHNA GUJJULA
Sitecore User Group - Bengaluru
AGENDA
Templates (Icon, Field type, Field Source, Field Help
message, Sorting, Insert options, & Parameter templates)
Layout (Datasource location, Datasource Template,
Thumbnail, & Placeholder settings)
Content (Custom Experience Editor button)
2
To understand the ways on how can we enhance content author experience.
www.gopigujjula.com
Sitecore User Group - Bengaluru
TEMPLATES
www.gopigujjula.com3
Sitecore User Group - Bengaluru
TEMPLATE  ICONS
Template Icons help to visually separate semantically related content items.
4 www.gopigujjula.com
Sitecore User Group - Bengaluru
TEMPLATE  ICONS
Template Icons help to visually separate semantically related content items.
5
Image Courtesy: https://sitecorecreative.wordpress.com/2012/07/13/sitecore-icon-selector/
www.gopigujjula.com
Sitecore User Group - Bengaluru 6
FIELD TYPE – LIST VS LIST WITH SEARCH
• Decide on selecting List or List with Search field, based on the number of items.
www.gopigujjula.com
Sitecore User Group - Bengaluru 7
FIELD TYPE – LIST VS LIST WITH SEARCH
• Decide on selecting List or List with Search field, based on the number of items.
www.gopigujjula.com
Sitecore User Group - Bengaluru
FIELD DATA SOURCE
• Controlling the list of items to be displayed using field source.
• Field source can be set using; Sitecore query, path, and GUID.
8 www.gopigujjula.com
Sitecore User Group - Bengaluru
FIELD DATA SOURCE
• Controlling the list of items to be displayed using field source.
• Field source can be set using; Sitecore query, path, and GUID.
9 www.gopigujjula.com
Sitecore User Group - Bengaluru
FIELD-LEVEL HELP MESSAGE
• Help message will give extra information to Content Authors about particular field.
• Sitecore provides the ability to add help information to fields in three ways – using short
description, long description, and help link.
10 www.gopigujjula.com
Sitecore User Group - Bengaluru
FIELD SORTING
• Place most frequently modified fields on top.
• By default Sitecore will set sort order to 100 points
11 www.gopigujjula.com
Sitecore User Group - Bengaluru
FOLDER TEMPLATES - INSERT OPTIONS
• Folder templates are used for the purpose of organizing a collection of items. (ex: Rendering
folder, Template Folder)
• The “insert options” configuration provides that the templates relevant to the folder are
immediately available.
• The default folder template for content items is /sitecore/templates/Common/Folder.
• To create a custom folder template, we need to inherit from the default folder template, and
then configure with custom insert options.
www.gopigujjula.com12
Sitecore User Group - Bengaluru
PARAMETER TEMPLATES
www.gopigujjula.com13
• Managing How to content using parameter templates.
• These templates should inherit from /sitecore/templates/System/Layout/Rendering
Parameters/Standard Rendering Parameters
Sitecore User Group - Bengaluru
LAYOUT
www.gopigujjula.com14
Sitecore User Group - Bengaluru
RENDERING/SUB-LAYOUT
• Improving the usability by restricting data source location, selectable items, and by adding
thumbnail.
www.gopigujjula.com15
Sitecore User Group - Bengaluru
PLACEHOLDER SETTINGS
Empowering the Experience Editor using placeholder settings (Allowed Controls).
www.gopigujjula.com16
Sitecore User Group - Bengaluru
EXPERIENCE EDITOR
www.gopigujjula.com17
Sitecore User Group - Bengaluru
CUSTOM EXPERIENCE EDITOR BUTTONS
• Sitecore does not support in-line editing for Checkbox, Multilist, TreeList, and other fields.
• Utilize Edit Frame/Custom Experience buttons for editing item fields not rendered by the
FieldRenderer.
• We can find all these buttons in core database, under the
/sitecore/Content/Applications/WebEdit item.
www.gopigujjula.com18
Sitecore User Group - Bengaluru
REFERENCES
• https://www.cmsbestpractices.com/sitecore-best-practices/
• https://www.geekhive.com/buzz/post/2015/05/how-to-manually-sort-items-in-sitecore-cms/
• http://zacharykniebel.com/blog/sitecore/2014/june/26/constraining-the-sitecore-7-multilist-and-treelist-
fields-with-and-without-search
• https://www.geekhive.com/buzz/post/2014/10/how-to-create-folders-in-sitecore-cms/
• https://www.cmsbestpractices.com/how-to-properly-use-sitecore-edit-frames/
• http://blogs.perficient.com/microsoft/2012/12/sitecore-rendering-parameter-templates/
www.gopigujjula.com19
Sitecore User Group - Bengaluru
IMPORTANT SITECORE RESOURCES
• https://sitecore.stackexchange.com/
• https://sitecorechat.slack.com
• https://www.akshaysura.com/sitecore-community-update-mailing-list/
• http://www.akshaysura.com/2016/02/03/unofficial-sitecore-8-training-webinar-series-full-
curriculum/
• Friday Sitecore best practices playlist: https://goo.gl/zf9E9J
• Podcast : https://coresampler.fireside.fm/
• Catching Exceptions: https://goo.gl/tljlKt
www.gopigujjula.com20
Sitecore User Group - Bengaluru 21
THANKYOU!
Q&A
www.gopigujjula.com

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Sitecore enhancing content author experience

  • 1. Sitecore User Group - Bengaluru 1 www.gopigujjula.com SITECORE – ENHANCING CONTENT AUTHOR EXPERIENCE GOPIKRISHNA GUJJULA
  • 2. Sitecore User Group - Bengaluru AGENDA Templates (Icon, Field type, Field Source, Field Help message, Sorting, Insert options, & Parameter templates) Layout (Datasource location, Datasource Template, Thumbnail, & Placeholder settings) Content (Custom Experience Editor button) 2 To understand the ways on how can we enhance content author experience. www.gopigujjula.com
  • 3. Sitecore User Group - Bengaluru TEMPLATES www.gopigujjula.com3
  • 4. Sitecore User Group - Bengaluru TEMPLATE  ICONS Template Icons help to visually separate semantically related content items. 4 www.gopigujjula.com
  • 5. Sitecore User Group - Bengaluru TEMPLATE  ICONS Template Icons help to visually separate semantically related content items. 5 Image Courtesy: https://sitecorecreative.wordpress.com/2012/07/13/sitecore-icon-selector/ www.gopigujjula.com
  • 6. Sitecore User Group - Bengaluru 6 FIELD TYPE – LIST VS LIST WITH SEARCH • Decide on selecting List or List with Search field, based on the number of items. www.gopigujjula.com
  • 7. Sitecore User Group - Bengaluru 7 FIELD TYPE – LIST VS LIST WITH SEARCH • Decide on selecting List or List with Search field, based on the number of items. www.gopigujjula.com
  • 8. Sitecore User Group - Bengaluru FIELD DATA SOURCE • Controlling the list of items to be displayed using field source. • Field source can be set using; Sitecore query, path, and GUID. 8 www.gopigujjula.com
  • 9. Sitecore User Group - Bengaluru FIELD DATA SOURCE • Controlling the list of items to be displayed using field source. • Field source can be set using; Sitecore query, path, and GUID. 9 www.gopigujjula.com
  • 10. Sitecore User Group - Bengaluru FIELD-LEVEL HELP MESSAGE • Help message will give extra information to Content Authors about particular field. • Sitecore provides the ability to add help information to fields in three ways – using short description, long description, and help link. 10 www.gopigujjula.com
  • 11. Sitecore User Group - Bengaluru FIELD SORTING • Place most frequently modified fields on top. • By default Sitecore will set sort order to 100 points 11 www.gopigujjula.com
  • 12. Sitecore User Group - Bengaluru FOLDER TEMPLATES - INSERT OPTIONS • Folder templates are used for the purpose of organizing a collection of items. (ex: Rendering folder, Template Folder) • The “insert options” configuration provides that the templates relevant to the folder are immediately available. • The default folder template for content items is /sitecore/templates/Common/Folder. • To create a custom folder template, we need to inherit from the default folder template, and then configure with custom insert options. www.gopigujjula.com12
  • 13. Sitecore User Group - Bengaluru PARAMETER TEMPLATES www.gopigujjula.com13 • Managing How to content using parameter templates. • These templates should inherit from /sitecore/templates/System/Layout/Rendering Parameters/Standard Rendering Parameters
  • 14. Sitecore User Group - Bengaluru LAYOUT www.gopigujjula.com14
  • 15. Sitecore User Group - Bengaluru RENDERING/SUB-LAYOUT • Improving the usability by restricting data source location, selectable items, and by adding thumbnail. www.gopigujjula.com15
  • 16. Sitecore User Group - Bengaluru PLACEHOLDER SETTINGS Empowering the Experience Editor using placeholder settings (Allowed Controls). www.gopigujjula.com16
  • 17. Sitecore User Group - Bengaluru EXPERIENCE EDITOR www.gopigujjula.com17
  • 18. Sitecore User Group - Bengaluru CUSTOM EXPERIENCE EDITOR BUTTONS • Sitecore does not support in-line editing for Checkbox, Multilist, TreeList, and other fields. • Utilize Edit Frame/Custom Experience buttons for editing item fields not rendered by the FieldRenderer. • We can find all these buttons in core database, under the /sitecore/Content/Applications/WebEdit item. www.gopigujjula.com18
  • 19. Sitecore User Group - Bengaluru REFERENCES • https://www.cmsbestpractices.com/sitecore-best-practices/ • https://www.geekhive.com/buzz/post/2015/05/how-to-manually-sort-items-in-sitecore-cms/ • http://zacharykniebel.com/blog/sitecore/2014/june/26/constraining-the-sitecore-7-multilist-and-treelist- fields-with-and-without-search • https://www.geekhive.com/buzz/post/2014/10/how-to-create-folders-in-sitecore-cms/ • https://www.cmsbestpractices.com/how-to-properly-use-sitecore-edit-frames/ • http://blogs.perficient.com/microsoft/2012/12/sitecore-rendering-parameter-templates/ www.gopigujjula.com19
  • 20. Sitecore User Group - Bengaluru IMPORTANT SITECORE RESOURCES • https://sitecore.stackexchange.com/ • https://sitecorechat.slack.com • https://www.akshaysura.com/sitecore-community-update-mailing-list/ • http://www.akshaysura.com/2016/02/03/unofficial-sitecore-8-training-webinar-series-full- curriculum/ • Friday Sitecore best practices playlist: https://goo.gl/zf9E9J • Podcast : https://coresampler.fireside.fm/ • Catching Exceptions: https://goo.gl/tljlKt www.gopigujjula.com20
  • 21. Sitecore User Group - Bengaluru 21 THANKYOU! Q&A www.gopigujjula.com

Editor's Notes

  1. Good Afternoon, and welcome to all Sitecore enthusiasts for today's webinar on "enhancing content author experience". Serving Content Authors and end users. Without this points still CA’s can manage content, but it is extremely painful. We want to make their life easier.
  2. Visually providing clues to the type of item in the content tree. Standard values inherit Icon from the template item. Diff between Setting template icon on standard values or template item
  3. Visually providing clues to the type of item in the content tree. Standard values inherit Icon from the template item. Diff between Setting template icon on standard values or template item Setting one template icon using config tab. If time then search option from Sitecore Rocks
  4. Flat list or Tree list – Flat list only shows selectable items, whereas Treelist shows full tree Use the Field type that best fit.
  5. Flat list or Tree list – Flat list only shows selectable items, whereas Treelist shows full tree http://getfishtank.ca/blog/treelist-data-source-hidden-functionality Use the Field type that best fit.
  6. Flat list or Tree list – Flat list only shows selectable items, whereas Treelist shows full tree
  7. Flat list or Tree list – Flat list only shows selectable items, whereas Treelist shows full tree… Demo
  8. Ex: Logo (pixel size, logo used on which place, copyright info link) or Navigation Title--- Demo
  9. Demo
  10. Demo
  11. Difference on what & how content. Search result page size, CSS class, Carousal number of items, Only one parameter template is allowed on one rendering, that is the reason inheritance is very imp for the parameter templates. Without template, there is a key value pair section is available to enter ‘how to’ content data.
  12. Using Datasource template, can create new content at data source level. At a Sublayout and rendering you can add a Thumbnail in the Appearance section, this visual is used instead of the icon in the page editor when adding a component
  13. you need a placeholder setting item for each placeholder with the allowed controls and the edit on.
  14. WYSIWYG editor
  15. 1. /sitecore/content/Applications/WebEdit/Custom Experience Buttons 2. Lets organize it by creating a folder 3. Insert from template: /System/WebEdit/Field Editor Button 4. Header, Icon (People/32x32/pencil2.png), Fields (), tooltip 5. Rendering: Experience Editor Buttons