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Creation

Use the Creation component to enable users to create entities.

To add a Creation component:

  1. On the menu bar, click Manage .

  2. On the Manage page, click Pages.

  3. In the sitemap, select the page to which you want to add the Creation component.

  4. On the Layout tab, in the appropriate zone, add a Creation component.

  5. Click the newly added Creation component and modify the settings on the following tabs:

  6. Click Save.

Note

For the Creation button to display on the page, you must enable at least one of the creation options. When you enable several creation options, the Creation button displays as a drop-down list.

Important

The Link Items and Paste from clipboard options are only available for Detail pages.

General tab

The General tab contains the following settings.

FieldTypeDescriptionValueMandatory/Optional
Label typeDrop-down listButton type.Default/CustomMandatory
LabelStringSets the Custom button label.Label of the button.Optional
Refresh page entityToggle switchIf enabled, refreshes the page upon an entity creation.Enabled/DisabledOptional
Button styleDrop-down listVisual aspect of the Creation button.Primary / Secondary / Default / LinkMandatory
RolesSelection listThe component is only visible to users with at least one of the selected roles. Only available for detail pages.All roles defined in your solution.Optional

Upload files tab

When the Upload files switch is on, you can configure settings to allow users to upload external files. The Upload files tab contains the following settings.

FieldTypeDescriptionValueMandatory/Optional
Ignore permissionsToggle switchIgnores the default security check that only displays the component if a user or user group has the required permissions to files.Enabled/DisabledOptional
Label typeDrop-down listButton type.Default/CustomMandatory
LabelStringSets the Custom button label.Label of the buttonOptional
RepositoryDrop-down listDefines the new created files repository.Standard(default) / Avatar / Chili / Content / DRM / Import / KPI / Packages / Portal / Print / Processing / Product / Project / Subtitle / TemplateMandatory
Life cycleDrop-down listDefines the uploaded files status.Created(default) / Approved / Archived / Rejected / UnderReviewMandatory
Media processing flowSelection listDefines the media processing flow used to process the uploaded files.Portal / Print / Project / Vision / ChiliOptional
Allowed extensionsDrop-down list - StringLimits the accepted file types.Only + accepted extensions / All except + rejected extensionsOptional
Life cycle relationDrop-down listDefines the lifecycle flow.All avalaible lifecycle flows defined in your solution. Final lifecycle status is the default value.Mandatory
Life cycle status propertyDrop-down listSets the lifecycle status property.Available values vary with the Lifecycle relation.Mandatory
Default valuesDrop-down listSets default values of the newly created file.All asset relations and file properties defined in your solution.Optional

New entities tab

Note

If there are multiple entity definitions available, you need to select the correct definition when creating a new entity.

When the New entities switch is on, you can configure settings to allow users to create new entities.The New entities tab contains the following settings.

FieldTypeDescriptionValueMandatory/Optional
Ignore permissionsToggle switchIgnores the default security check that only displays the component if a user or user group has the permission to create the desired entity.Enabled/DisabledOptional
Label typeDrop-down listButton type.Default/CustomMandatory
LabelStringSets the Custom button label.Label of the button.Optional
Detail pageDrop-down listDefines the detail page to which the newly created entities are linked.Available detail pages in your solution.Mandatory
Window typeDrop-down listSets the window type.Small modal / Medium modal / Large modal / Extra large modal / DrawerOptional
Redirect pageSelection listDefines a detail page to which the newly created entities will be redirected if required.Available detail pages in your solution.Optional
Default valuesDrop-down listSets default values linked to the newly created file.All asset relations and file properties defined in your solution.Optional

Link items tab

Important

At least one NESTED Search component needs to be created in the page in order to use the Link items option of the Creation component.

When the Link items switch is on, you can configure settings to allow users to find an existing entity within the system and link it to the current entity. The Link items tab contains the following settings.

FieldTypeDescriptionValueMandatory/Optional
Label typeDrop-down listButton type.Default/CustomMandatory
LabelStringSets the Custom button label.Label of the button.Optional
Search componentDrop-down listLinks the Search component to be used.Nested Search components available on the page.Mandatory
RelationDrop-down listSpecifies the entity definitions that are allowed to be added using the Link items option.Avalaible entities in your solution.Optional

Paste from clipboard tab

When the Paste from clipboard switch is on, you can configure settings to allow users to paste items from the clipboard. The Paste from clipboard tab contains the following settings.

FieldTypeDescriptionValueMandatory/Optional
Label typeDrop-down listButton type.Default/CustomMandatory
LabelStringSets the Custom button label.Label of the button.Optional
RelationDrop-down listSpecifies the relations authorized to use the Paste from clipboard option.Avalaible relations in your solution.Mandatory

Import Excel tab

When the Import Excel switch is on, you can configure settings to allow users to upload Excel files. Excel files are used to create or update entities. The Import Excel tab contains the following settings.

FieldTypeDescriptionValueMandatory/Optional
Label typeDrop-down listButton type.Default/CustomMandatory
LabelStringSets the Custom button label.Label of the buttonOptional
Enable migration modeToggle switchAllows for migration between Sitecore Content Hub™ versions through Excel import. Provides the persistence of important timestamps and content creator's information.Enabled/DisabledOptional
Add definitionDrop-down listSpecifies default values for uploaded entities.Available entities in your Sitecore Content Hub solution.Optional
Tip

You can create multiple values for a field of an entity by using a pipe | to separate values. For additional information, see Import users example.

Note

For additional information on Excel imports, see Excel import configuration.

Example

In the following example, the Import Excel option is set to import M.Assets entities with the DEFAULT VALUES of:

  • Area of Origin set to EMEA.
  • Description set to Added through Excel Import.

If you import the following Excel workbook, Area of Origin and Description are updated with default values because they are not included in the worksheet. This means that the Area of Origin for the asset is updated from North American to EMEA.

identifierTitleFileNameFinalLifeCycleStatusToAssetContentRepositoryToAsset
nl6bV-87dkKwkD63FUp03Abundo-kim-558517.jpgbundo-kim-558517.jpgM.Final.LifeCycle.Status.ApprovedM.Content.Repository.Standard

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