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Creating and editing a template section
Templates are made up of Sections that display one or more related fields of data. You’ll see these sections as headings within your template, and in the left-hand navigation of your template
When you open the editor, you will first see a list of the template’s Sections.
To edit an existing section, click on it. To create a new section, click on Add Section. There are three elements at the top:
- Use the Tickbox to determine whether this section should be displayed in the left hand navigation for the template.
- Use the Label field to give the section a label for the left hand navigation
- Enter a number in the order field to determine where in the template this section appears. 1 will be above 2, which will be above 3, etc.
Choose a Layout for your section. This determines how the section appears in the template. There are three elements of the layout:
- Design (options: Block, Card, List, Tab, Gallery, Search) determines the basic shape of this section
- Content Direction (options: Column, Row) determines whether your data is read top to bottom or left to right
- Container (options: Yes, No) determines whether a clear white box appears as the boundary of this section
Choose a Header for your section. Use the Static Value tab which is selected by default. There are three elements of the header:
- Value is text that appears at the top of the section
- Semantic Element is the heading level for the header (Heading 1 is most prominent)
- Tooltip can be used to give a description for the section that’s available as a tooltip (which will appear when you hover a mouse over the templated content).
Then choose the content that you wish to display in your section. There are four elements of the content:
- Path Type (options: Relative, Linked, Base, Search) typically defaults to Relative
- Data Path is the data that you want to display. Begin with an @ or a letter for autocomplete. You can also look at your indexed data in the other options tab at this point
- Separate Child Content (options: no, dashed, and solid divider) determines how rows or columns within this section are separated
- **Additional **Styling (options:scrollable, section, bottom-padded) gives you other options for the appearance of the data.
Then click Save to save your choices so far. You’ll then see your section as saved.
Choosing a path type
A Relative path looks for data relative to the path value specified in the parent of the item that you’re working on. In a section it’s relative to the template itself, so you might choose ‘name’. In the metadata (below) it’s relative to the section, so you might choose ‘value’.
A Link path looks for data from a linked record. If the parent section is pointing at some metadata that represents a 'reference link', selecting a link path will pull data from the linked record, relative to the base of that record, so you might choose ‘name.value’
A Base path is relative to the base of the active record, and ignores anything in parent items. So you might choose ‘name.value’.
A Search path generates a search within a record and is documented separately.