Creating Custom Template Tabs
To create a custom template tab, go to the Template page of the project where you want to add and use a custom template tab.
Once you're on the page, select the template where you want to add your custom tab to via 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. This will prompt you to name your new tab. After giving it a name, click the green check button next to it to create your new tab.
Your new custom tab will be empty. To add fields, click the Add new field button.
You can select from 8 different fields to build your custom tab. The available fields are:
- Text field
- Text area
- Radio buttons
- Dropdown select
Let's explore these fields in more detail.
The heading field is for adding a heading text to organize your custom tab into different sections.
It's like when you add subheadings to your blog posts or articles to indicate different sections of it. This is handy if you're going to build a complex template with lots of different elements.
The guidelines field can be used for writing guidelines for your custom tab or parts/sections of it. You don't need to use this to add guidelines for other custom fields since they come with their own local field guidelines option.
The text field is mostly used for single-line or short text input such as heading, subheading, names, titles, excerpts, etc.
This field, along with others, comes with various options that you can configure.
The text field name is used for naming this field. Next to it, is the required field checkbox. Ticking this option will make this a "hard requirement", making it so that the assignment can't be submitted unless this field is filled.
The set recommended length to option gives you the ability to set a limit of X number of words or symbols for this field. When a user writes text/characters more than the recommended length, a warning will appear:
Finally, we have the field guidelines which is for adding guidelines for this specific field.
The text area field is for multi-line text, best used for longer text content such as product specifications, article content, product descriptions, etc.
Just like the Text Field, it comes with multiple options. It has the required field option, recommended length, and field guidelines.
The checkboxes field can be used to create a multiple-choice element.
To add choices, click the Add option link.
It also has the field guidelines and required field options.
The radio buttons field can be used to create 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.
It also has the required field and field guidelines options.
The date field adds a date picker element.
You can give it a name, set it as required, and add a field guideline to it.
The dropdown select field allows you to create 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 they can make.
As with other fields, it has the required field and field guidelines options.
Here's a screenshot of what all custom fields look like in action.
Now, why don't you learn how to create a new template?
- Getting Started with EasyContent
- Get Started with Templates
- How to Add Our Email Addresses to Your Safe Sender List
- Inviting Users to Your Account
- Users: Editing, Deleting & Deactivating
- How to Create a Custom Role
- Recovering Lost or Forgotten Password
- Creating Custom Template Tabs
- Using the Content Editor
- Get Started with Webhooks