Web-Based Submissions are submitted from Outside the Korbyt CMS

• The Templates can receive input to the templatized sections through web forms

  • The Korbyt CMS users create a template and share it with others through a web address to the template or by embedding code for the form in another website

  • This allows individuals who are not Korbyt Users to submit a layout by filling out a web-based form

  • When someone submits through the form it creates a new layout with their details in Draft status

    • The Layout can be automated to the right playlist once published by use of clever tags attached to the predefined layout

  • A Korbyt CMS Content Approver or above would then have to publish the design

  • Notification emails can be configured to alert the designated content approvers

If you need a more general review of templated workflow options in Korbyt please see:

Introduction to Predefined Layout Templates for Launchpad or Web Submission

Creating New Predefined Layouts and Templates

Adding the Layout

• Open the Mega Menu and then under Content, click on Layouts

  

• Click the Predefined Layouts icon in the upper right (between filter and files).

  

• Click Add Predefined Layout.[Add screenshot]

  

• Configure your Template:

  

  • Provide a unique name

  • Optional – Add a Unique Tag, this will be used later in the Playlist to automate the content

  • Optional – Category Drop Down for Launchpads, will select a launchpad category

    • Category will only have effect if the layout is also set as a Launchpad

  • Configuration Check Boxes

    • Both checkboxes are related to Launchpad functions

  • These options can be edited after the initial creation of a predefined template by clicking on the edit info icon (lowercase i in a circle)

• Click Create.

Configuring Elements in the Builder Tool

Once in the Layout Builder add elements as normal.
Any element that is meant to be editable by the end user will need to have it’s attribute properties set

• Use the Layout Builder to add placeholder text, images, and videos:

  • Drag the element icon from the Controls dialog onto the canvas.

  • Add the necessary content.

  • Click the gear icon in the upper right of the square field and select Properties.

    

  • Click the Attribute tab.

    

  • Add a Lable

    • This will be the name of the field in the submission form

  • Select the Templated checkbox.

    • This will make it a space that a user can enter a value into

      

  • If it is a Media space (Image or Video) you will have the option to define where the media item has to come from

    • Leaving neither checked will allow the user to either Select from the Media Manager or upload new content without restriction

    • Checking Media Library will force the user to select an item already uploaded to Korbyt

    • Checking File Upload will for the user to upload a new media item from their computer

• After all customizations have been implemented, click one of the following buttons at the bottom of the Controls dialog:

  • Save: Allows the layout to be saved on the fly to ensure that no changes are lost.

  • Publish: Makes the Template available to others for use based on the settings

Predefined Layout Options

Tenant Administrators can set system-wide preferences for how Predefined Layouts are managed

• Click on the Settings Gear

  

  Then click on the Predefined Layouts tab
  

  

  
  

• Submission Notification – who gets notified when new content is submitted

  • Turning it on will then allow you to select Korbyt CMS Users who should be notified when new items are submitted using the URL or Embed code

  • This setting will be for every Webform through your tenant; there is an option to set notifications for specific templates using the folder structures the tempates are stored in. See the Sharing a URL or Embed Code to a Specific Folder section of this article

• Custom Fields – what fields are present on the web form the end user fills in

  • Require Start and End Times forces the end users to define when the item should start and stop being seen

    • Disabling will then also reveal the option to HIDE start and end date fields if you wish

  • Maximum Validity Duration sets a max number of days that content can be shown

    • Disabling Require Start and End Times will hide this option

  • Other Fields that can be removed or added

• Auto Publish – no approval required

  • Enabling this option will make it so that submitted content automatically goes to a published status

  • The default behavior is that submitted content is in Draft status until a Content Approver or higher publishes it

• Form Branding

  • If turned on, the Horizontal Logo, Primary Color, and Secondary Color from the General Settings will be used for the Webform Submission page design

    

• Approved Submission Tags – allow end user to select from an approved list of tags configured in settings, and selected from a drop-down on the submission page

  

  • Can also be set to Require Tag on Submission to force the user to select a tag

• Custom Form Style – editing the look of the submission form

  • Changing the code to style the URL or Embed code appearance and formatting

  • Editing the code can be challenging if you are unfamiliar with CSS code; you can always restore to default settings by clicking the refresh icon

Sharing Options and Submission Notifications

Once a Predefined Layout is published, others can fill it out and create content.

The Layout can be shared as a URL or Embed web code directly to one specific template, or a URL/Embed code that gives access to all the templates in a folder.

Sharing a URL or Embed Code for 1 specific Layout

• Locate the Specific Layout you wish to share in the Predefined Layout List
  

  

• This will use the tenant-wide sharing and notification options set in the step above

Sharing access to ALL Templates

End users use a drop-down to select a specific template to use

• Click the Sharing Options button at the top of the Predefined Layouts list
  

  

• This will provide the URL or Embed Code that will share all available Layouts

• The end user will use a drop-down to select the template they want to use

• This will use the tenant-wide sharing and notification options set in the step above

Sharing a URL or Embed Code to a Specific Folder of Templates

End users use a drop-down to select the specific template to use from within the folder

• On the Predefined Layouts, turn on the Folder View

  

• To the right, you can now use the three dots to create new folders
  

  

• Drag and drop Layouts to the folder you wish to have grouped in that folder

• Now you can use the folder controls (three dots) next to your new folder to share the Layouts within that folder
  

  

• This will show the shared ULR and Embed Code for the folder and provide ways to customize more than the standard sharing options

  

  • Including Max Content Age

  • Notifications for submissions
    

Notification and Max Validity Options in Folders

• In the Folder sharing options, you can

  • Set a Maximum age for content

  • Specify Email Recipients if a submission comes in from one of the templates in the folder

• If you create folder structures to house the templates within Predefined Layouts, the system will create a matching folder structure for the submitted forms to be housed in the normal layout screen

Content Approval Steps

After an end-user submits a completed template form

• CMS users who have been set to be notified of new submissions will receive a notification email as well as have the notification in the CMS

• The design the end users created will be saved in the normal Layout list in Draft status

• To be available to be seen on a screen, a Content Approver or higher must publish the design in the CMS

  • If your admins have set the Tenant to Auto Publish predefined layout, the new layout will be in Published status

For the Content to be seen on a screen, the Content Approver or Higher in the Korbyt CMS will then add the Layout to a Playlist to make it seen.
Or, if previously created playlists have automation at the folder or tag level, then those playlists will automatically make Published Designs seen.

End User Experience

When end users interact with the URL or Embed Code that has been made available to them, they will enter their information and design choices

Sections 1 and 2 can be customized in the Predefined Layouts Options (see above)

Section 1 - Author Info

Who is submitting the design

Section 2 - Playtime Info

Validity Dates for when the design should be shown

Section 3 - Template Info

The template is filled in, and the templated elements are
These fields are decided by the design of the template and the labels used for each area

After configuring, the end user can preview the Template and finally submit

Once submitted, the design will be a draft layout in the CMS and require approval by a Content Approver or higher