Creating portal engine page templates

There are two types of portal engine page templates:

• Ad-hoc - templates bound to one specific document. The system automatically deletes ad-hoc templates if their document is removed.
• Re-usable - named templates that can be shared by any number of documents, even across multiple websites in the system.

Creating new pages with ad-hoc templates

The most direct way to build pages using the portal engine is through ad-hoc templates:

1. Open the Pages application.
2. Select a parent document for the new page.
3. Click New () and choose the Page (menu item) document type.
4. Type a name into the Page name field.
5. Choose the Create a blank page option.
6. Click Save.

The system adds the new page to the content tree. You can now work with the template on the document’s Design tab. The new page uses an empty ad-hoc page template with a single web part zone.

• The section with a green header designates the area defined by the document’s page template.
• The area with a yellow header inside the template is a web part zone, where you can place web parts.

Build the structure and content of the template by editing the page layout and adding web parts.

Creating re-usable page templates

Re-usable templates allow you to:

• Prepare templates that content editors can select when creating pages
• Share the same page template across multiple pages

To create a re-usable template:

1. Create a new page with an ad-hoc template and implement the required template design.
2. In the Pages application, open the page’s Properties -> Template tab.
3. Click Save as new template.
   • The Save as new page template dialog opens.

1. Fill in the following values:

   • Template display name - type a name for the re-usable template.
   • Template category - select a category for the template.
   • Assign to the current document - if checked, the system automatically assigns the new template to the selected document instead of the original template.

2. Click Save & Close.

You can now assign the new page template when creating pages:

1. Choose the Use existing page template option in the template selection dialog.
2. Select the template (find the template in the category tree or search for the name).

Modifying re-usable templates

When you edit the layout or web part configuration of a re-usable page template, the changes affect all pages that use the given template. If you need to modify the template only for one specific page:

1. Select the page with the required re-usable template in the Pages application.
2. Open the Properties -> Template tab.
3. Click Clone template as ad-hoc.

The system creates a new ad-hoc page template and assigns it to the document.

You can now edit the template without affecting pages that use the original template.