Creation
Use the Creation component to enable users to create entities.
To add a Creation component:
On the menu bar, click Manage .
On the Manage page, click Pages.
In the sitemap, select the page to which you want to add the Creation component.
On the Layout tab, in the appropriate zone, add a Creation component.
Click the newly added Creation component and modify the settings on the following tabs:
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.
| Field | Type | Description | Value | Mandatory/Optional |
|---|---|---|---|---|
| Label type | Drop-down list | Button type. | Default/Custom | Mandatory |
| Label | String | Sets the Custom button label. | Label of the button. | Optional |
| Refresh page entity | Toggle switch | If enabled, refreshes the page upon an entity creation. | Enabled/Disabled | Optional |
| Button style | Drop-down list | Visual aspect of the Creation button. | Primary / Secondary / Default / Link | Mandatory |
| Roles | Selection list | The 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.
| Field | Type | Description | Value | Mandatory/Optional |
|---|---|---|---|---|
| Ignore permissions | Toggle switch | Ignores the default security check that only displays the component if a user or user group has the required permissions to files. | Enabled/Disabled | Optional |
| Label type | Drop-down list | Button type. | Default/Custom | Mandatory |
| Label | String | Sets the Custom button label. | Label of the button | Optional |
| Repository | Drop-down list | Defines the new created files repository. | Standard(default) / Avatar / Chili / Content / DRM / Import / KPI / Packages / Portal / Print / Processing / Product / Project / Subtitle / Template | Mandatory |
| Life cycle | Drop-down list | Defines the uploaded files status. | Created(default) / Approved / Archived / Rejected / UnderReview | Mandatory |
| Media processing flow | Selection list | Defines the media processing flow used to process the uploaded files. | Portal / Print / Project / Vision / Chili | Optional |
| Allowed extensions | Drop-down list - String | Limits the accepted file types. | Only + accepted extensions / All except + rejected extensions. The extensions must not begin with a dot. For example png jpg svg, not .png .jpg .svg. | Optional |
| Life cycle relation | Drop-down list | Defines the lifecycle flow. | All avalaible lifecycle flows defined in your solution. Final lifecycle status is the default value. | Mandatory |
| Life cycle status property | Drop-down list | Sets the lifecycle status property. | Available values vary with the Lifecycle relation. | Mandatory |
| Default values | Drop-down list | Sets 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.
| Field | Type | Description | Value | Mandatory/Optional |
|---|---|---|---|---|
| Ignore permissions | Toggle switch | Ignores the default security check that only displays the component if a user or user group has the permission to create the desired entity. | Enabled/Disabled | Optional |
| Label type | Drop-down list | Button type. | Default/Custom | Mandatory |
| Label | String | Sets the Custom button label. | Label of the button. | Optional |
| Detail page | Drop-down list | Defines the detail page to which the newly created entities are linked. | Available detail pages in your solution. | Mandatory |
| Window type | Drop-down list | Sets the window type. | Small modal / Medium modal / Large modal / Extra large modal / Drawer | Optional |
| Redirect page | Selection list | Defines a detail page to which the newly created entities will be redirected if required. | Available detail pages in your solution. | Optional |
| Default values | Drop-down list | Sets 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.
| Field | Type | Description | Value | Mandatory/Optional |
|---|---|---|---|---|
| Label type | Drop-down list | Button type. | Default/Custom | Mandatory |
| Label | String | Sets the Custom button label. | Label of the button. | Optional |
| Search component | Drop-down list | Links the Search component to be used. | Nested Search components available on the page. | Mandatory |
| Relation | Drop-down list | Specifies 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.
| Field | Type | Description | Value | Mandatory/Optional |
|---|---|---|---|---|
| Label type | Drop-down list | Button type. | Default/Custom | Mandatory |
| Label | String | Sets the Custom button label. | Label of the button. | Optional |
| Relation | Drop-down list | Specifies 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.
| Field | Type | Description | Value | Mandatory/Optional |
|---|---|---|---|---|
| Label type | Drop-down list | Button type. | Default/Custom | Mandatory |
| Label | String | Sets the Custom button label. | Label of the button | Optional |
| Enable migration mode | Toggle switch | Allows for migration between Sitecore Content Hub versions through Excel import. Provides the persistence of important timestamps and content creator's information. | Enabled/Disabled | Optional |
| Add definition | Drop-down list | Specifies 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.
| identifier | Title | FileName | FinalLifeCycleStatusToAsset | ContentRepositoryToAsset |
|---|---|---|---|---|
| nl6bV-87dkKwkD63FUp03A | bundo-kim-558517.jpg | bundo-kim-558517.jpg | M.Final.LifeCycle.Status.Approved | M.Content.Repository.Standard |
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