How to Manage Webpart Settings Templates
Erin Harding
16 steps
2 minutes
Webpart Settings Configuration Templates allows intranet admins to **save and reuse webpart or header configurations** across their intranet. Instead of recreating layouts and settings each time, users can apply preconfigured templates to maintain consistency and save time. **This feature helps eliminate:** - Repetitive setup of the same webpart configurations - Inconsistent styling across pages - Time spent rebuilding layouts from scratch - It enables a more efficient and standardized content creation process. Build once, reuse anywhere, and keep your content looking polished with minimal effort!
This feature is currently available for use with a select group of webparts: - Contacts - Documents - My Documents - hubley News - My Links - Quicklinks - PeopleFinder - Color Banner - OrgChart - hubley Calendar With expanded coverage coming in future updates!
1
While in page edit mode, **click into the web part** on your page, then click the **Edit Properties** icon within the webpart toolbar.
2
A form will pop up on the right side of your screen. Select **Property Templates** to expand the options in this section.
3
In this section you will see what **Property Template may be applied** to the webpart currently.
4
Click **Manage Templates** to apply, create, and manage property templates.
Apply/Remove Templates
5
Within the Template Manager, **click on the available template** that you would like to apply.
6
Once you have a template selected, **click Apply Template**
7
You will then see your selected templated listed in the **Applied Property Template field.** Be sure to **hit republish to save your changes!**
8
To remove a template that is applied to the webpart, select the template and click **Remove Template.** **Removing the template will not delete the template** for future use, and it won’t immediately change the web part. It simply **stops the web part from receiving future updates**. So if the template is modified later, those changes will no longer be applied since the web part is no longer using that template.
Create New Templates
9
Once you have set up one of the applicable webparts with all the desired properties, click **Save as New Template** within the **Template Manager.**
10
Enter a **Template Name that best fits!**
11
As well as a **Template Description** to give a little context about the template.
12
Click **Save Template** to save the current webpart setting as a reusable template.
13
Your new template will immediatly be available for use!
Edit/Delete Templates
14
**Once you have made changes to the webpart settings, navigate to the Template Manager.** **Click on the template** you would like to make a change to. The template details will pop up on the right side. **Select Edit.** Or **select Delete** to remove the template from future use.
15
If needed, make any **changes to the template title and/or description.** Clicking **Save Template** will save current web part settings and will replace the settings in the template.
16
Be sure to **Republish the page** when finished to save and make your changes available to users.
Frequently Asked Questions
**Q: Where is this inforation stored?**\ *A: Includes a new list in the hubleyconfig site to house templates (/sites/hubleyconfig/Lists/hubleyPropertyTemplates).* **Q: Is this limited to pages within a specific site?**\ *A: No, templates are applied across the entire environment (tenant-wide).* **Q: If you update a template, will it update existing webparts using that template?**\ *A: Yes! Templates are designed to keep webparts consistently on-brand. When a template is updated, those changes are automatically applied to all webparts currently using it.*
How to Manage Webpart Settings Templates
Erin Harding
16 steps
2 minutes
Webpart Settings Configuration Templates allows intranet admins to **save and reuse webpart or header configurations** across their intranet. Instead of recreating layouts and settings each time, users can apply preconfigured templates to maintain consistency and save time. **This feature helps eliminate:** - Repetitive setup of the same webpart configurations - Inconsistent styling across pages - Time spent rebuilding layouts from scratch - It enables a more efficient and standardized content creation process. Build once, reuse anywhere, and keep your content looking polished with minimal effort!
This feature is currently available for use with a select group of webparts: - Contacts - Documents - My Documents - hubley News - My Links - Quicklinks - PeopleFinder - Color Banner - OrgChart - hubley Calendar With expanded coverage coming in future updates!
1
While in page edit mode, **click into the web part** on your page, then click the **Edit Properties** icon within the webpart toolbar.
2
A form will pop up on the right side of your screen. Select **Property Templates** to expand the options in this section.
3
In this section you will see what **Property Template may be applied** to the webpart currently.
4
Click **Manage Templates** to apply, create, and manage property templates.
Apply/Remove Templates
5
Within the Template Manager, **click on the available template** that you would like to apply.
6
Once you have a template selected, **click Apply Template**
7
You will then see your selected templated listed in the **Applied Property Template field.** Be sure to **hit republish to save your changes!**
8
To remove a template that is applied to the webpart, select the template and click **Remove Template.** **Removing the template will not delete the template** for future use, and it won’t immediately change the web part. It simply **stops the web part from receiving future updates**. So if the template is modified later, those changes will no longer be applied since the web part is no longer using that template.
Create New Templates
9
Once you have set up one of the applicable webparts with all the desired properties, click **Save as New Template** within the **Template Manager.**
10
Enter a **Template Name that best fits!**
11
As well as a **Template Description** to give a little context about the template.
12
Click **Save Template** to save the current webpart setting as a reusable template.
13
Your new template will immediatly be available for use!
Edit/Delete Templates
14
**Once you have made changes to the webpart settings, navigate to the Template Manager.** **Click on the template** you would like to make a change to. The template details will pop up on the right side. **Select Edit.** Or **select Delete** to remove the template from future use.
15
If needed, make any **changes to the template title and/or description.** Clicking **Save Template** will save current web part settings and will replace the settings in the template.
16
Be sure to **Republish the page** when finished to save and make your changes available to users.
Frequently Asked Questions
**Q: Where is this inforation stored?**\ *A: Includes a new list in the hubleyconfig site to house templates (/sites/hubleyconfig/Lists/hubleyPropertyTemplates).* **Q: Is this limited to pages within a specific site?**\ *A: No, templates are applied across the entire environment (tenant-wide).* **Q: If you update a template, will it update existing webparts using that template?**\ *A: Yes! Templates are designed to keep webparts consistently on-brand. When a template is updated, those changes are automatically applied to all webparts currently using it.*
