Creating Custom Template Tabs

To create a custom template tab, go to the Template page of the project where you want to work on.

Once you're on the page, select the template that you want to add a custom field to using the template selection dropdown.

For the sake of this guide, we'll be using the default template as an example.

To create a custom template tab, click the Add new tab button. Name your new tab, then press the green checkmark to save it. You can also press Enter on your keyboard to do the same.

Custom Fields

Your new custom tab will be empty. You will build it using custom fields. To add a custom field, click the Add new field button and you will be presented with a selection of available custom fields.

Currently, there are 9 custom fields to choose from, but we are continuously adding new ones and refining the older ones. Right now, the available custom fields are:

  1. Heading
  2. Guidelines
  3. Text field
  4. Text area (UPDATED)
  5. Asset field (NEW)
  6. Checkboxes
  7. Radio buttons
  8. Date
  9. Dropdown select

Let's explore what these fields do in more detail.

Heading

The heading field is for adding a heading text.

This is useful for organizing your custom tab into different sections.

Think of it like subheadings on a blog post or article.

Guidelines

The guidelines field is for adding guidelines, rules, reminders, or hints.

You can use a combination of headings and guidelines to organize your custom tab if you have a complex structure.

Text Field

The text field is for adding a single-line text input field.

The "set recommended length to" option gives you the ability to set a limit to the number of symbols or words.

When a user writes more than the recommended length, a warning will appear, as shown below.

Keep in mind that this will not prevent a user from submitting or approving a content item even if the recommended limit is not met.

Other options are the "required field" checkbox and the "field guidelines" section.

When the "required field" checkbox is activated, the content item can't be submitted or approved unless there is something written in this text field.

The "field guidelines" section allows you to add a guideline, rule, reminder, or hint specific to this particular text field.

Text Area

The text area field is for adding either a TinyMCE text editor or a multi-line plain text input field.

By default, this adds a TinyMCE text editor, but you can activate the "plain text" option to add a plain text area input field instead.

Other options are the "required field" checkbox and the "field guidelines" section.

When the "required field" checkbox is activated, the content item can't be submitted or approved unless there is something written in this text area field.

The "field guidelines" section allows you to add a guideline, rule, reminder, or hint specific to this particular text area field.

Asset Field

The asset widget is for adding a file uploader to your custom tab, similar to the one in the Metadata & Files tab.

Other options are the "required field" checkbox and the "field guidelines" section.

When the "required field" checkbox is activated, the content item can't be submitted or approved unless something is uploaded to this field.

The "field guidelines" section allows you to add a guideline, rule, reminder, or hint specific to this particular asset field.

Checkboxes

The checkboxes field is for adding a multiple-choice element.

To add choices, simply click the Add option link.

Other options are the "required field" checkbox and the "field guidelines" section.

When the "required field" checkbox is activated, the content item can't be submitted or approved unless something is chosen from this checkbox field.

The "field guidelines" section allows you to add a guideline, rule, reminder, or hint specific to this particular checkbox field.

Radio Buttons

The radio buttons field is for adding a single choice element.

Setting up a radio button field is the same as the checkboxes field. You may add a choice item by clicking the Add option link.

Other options are the "required field" checkbox and the "field guidelines" section.

When the "required field" checkbox is activated, the content item can't be submitted or approved unless something is chosen from this radio button field.

The "field guidelines" section allows you to add a guideline, rule, reminder, or hint specific to this particular radio button field.

Date

The date field is for adding a date picker element.

You have the "required field" checkbox and the "field guidelines" section.

When the "required field" checkbox is activated, the content item can't be submitted or approved unless a date is set on this date field.

The "field guidelines" section allows you to add a guideline, rule, reminder, or hint specific to this particular date field.

Dropdown Select

The dropdown select field is for adding a dropdown selection element. It works quite similar to the checkboxes field, but the difference is that users will choose items from a dropdown menu and you can limit the number of choices a user can make.

Other options are the "required field" checkbox and the "field guidelines" section.

When the "required field" checkbox is activated, the content item can't be submitted or approved unless something is chosen from this dropdown select field.

The "field guidelines" section allows you to add a guideline, rule, reminder, or hint specific to this particular dropdown select field.

Custom Fields Demo

Here's a screenshot of what all custom fields look like when implemented.

Now, why don't you learn how to create a new template?