Templates that define which type of metadata you’d like to collect, and are the key to adding assets to your Elevator instance. You can create as many templates as you’d like, and you may nest templates within other templates.
Gotcha: Even file attachments are a type of field within a metadata template. If you don’t have an “upload” field, you won’t be able to attach files to your record.
When adding an asset, template fields that are left empty won’t be displayed, so it’s ok to have “sometimes” fields in the template.
There’s no special “title” field in a template – whichever field you make the first field in a template will become a title.
Creating a Template
Select “Edit Templates” from the Admin pulldown. Click “Create New Template.”
Begin by giving your template a title that will make it clear what this template is for.
Include in Public search Results
Sometimes you want to add assets, but not have them included in public search results. For example, if this template is intended to be nested within other templates (rather than existing on its own) you would leave this box unchecked.
Index For Searching
When unchecked, this template will not be indexed for searching at all. Assets using this template can only be accessed via their unique identifier, or via links from other assets. This is intended to be used for “join” templates – templates that join one asset to another asset with some descriptive data, but which have no value on their own.
Hide from “Add”
When checked, this template will not appear in the list of options when creating new assets, but still remains available for editing existing assets. This is useful for templates you wish to deprecate, without removing their assets.
Adding a Widget
Each field in your template is defined by a “widget”. A widget has a variety of fields.
The label that will be shown to viewers of this asset.
See types of fields.
Helpful text shown to users who are adding assets. This can explain what should go in the field, or how it should be formatted.
Custom JSON to define attributes about the field. Only some fields contain this option.
Controls whether the field is displayed when viewing an asset. Some fields may be for internal use only.
If this box is checked, the user will not be able to save an asset until this field is populated.
Controls whether the field is indexed for searching. If this field is likely to contain data of low relevance (numbers without context for example), exclude it from the search.
If checked, the field will attempt to autocomplete as the user types, filling in results from other assets of the same template.
Display in Preview
Should this field be shown in the asset preview? The asset preview is used on the search results page, in drawers, and in “related asset” views.
When enabled, users will be able to add multiple copies of this field. For example, they may wish to add multiple dates to a single item.
This box controls whether this field will appear within the “Advanced search” box, as a field that can be searched exclusively.
Click to Search
When enabled, this will make the contents of the field into a link, which will trigger a new search.
Saving a Template
After clicking “submit” you’ll be returned to the list of templates. From here, you should adjust the display order for your newly created template.