The Korbyt Content Management System provides several paths to streamlining content creation and submission with Predefined Layouts

This guide reviews the workflows at a high level to help you decide which is right for you, then takes you through the steps to create and manage these templates
You can skip to any section using the On this Page section to the right

Overview

Predefined Layouts are designs, that once published, give users a way to enter values, such as changing text or inserting a picture, but only in the ways that you have specified.

Locating Predefined Layouts

Predefined layouts are in a specific section of the Layouts Screen.

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

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

  

• You are now on the Predefined Layouts Screen

Different Submission / Use Case Workflow

After you build and define the Template, how a user interacts with it will define the workflow. One Predefined Layout Template can be simultaneously used in all three workflows.

• Web Form Submission

• Launchpad Template

• Builder Tool Starting Template Design

THe three are reviewed below, and in greater detail in specific articles

Web Form Submission

Anyone can make a submission that has access to the URL; they do not need to be a Korbyt Users.
Submitted content requires approval by default.
Can have further automation configured to put approved designs onto screens automatically.

• User completes a web-based form, filling in text, selecting or uploading images, and submitting their draft

  • The user does not have to be a registered Korbyt CMS User

• Can only change the contents of elements that have been set to be “templated”

  • Can enter the text, but formatting is locked

  • Can not edit elements that have not been set to be adjustable

  • Can not add new elements that were not part of the design

• When submitting, a new Layout is created in Draft Status

  • This would require approval by a registered Korbyt Content Approver or Higher before it can be seen

    • There is an optional setting that would auto-publish any submitted design

• Can be automated to screens or sections of screens, once approved and published, through a combination of Tags, Validity Dates, and Clever Playlists

LaunchPad

Have to be a Korbty CMS User to Access.
Shares templates in a visual format.
Can be configured to allow the users to select specific players or playlists to have the content added to.

By default, the Launchpad system does not require further approvals from others to be published, but this can be changed to require approvals within your tenant.

• A Korbty CMS User navigates to the Launchpad section and selects a template.

  • Which templates a user has access to can be controlled through User Groups and Folder Permissions

• Can only change the contents of elements that have been set to be “templated”

  • Can enter the text, but formatting is locked

  • Can not edit elements that have not been set to be templated

• When submitted, a new Layout is created in Published Status

  • This is the default behavior; it can be changed to require an Approval.

    • If set to require approval, the creator will select the users who will be notified that the new content needs to be approved.

• Can be automated to screens or sections of screens by having it create a new playlist, add to an existing playlist, or through a combination of Tags, Validity Dates, and Clever Playlists that already exist.

Builder Tool Starting Template Design

A way to give Content Creators access to a design to copy a format, while also allowing them the freedom to alter it as needed.
Can have Tags and Validity Dates added after being published.

• When a CMS user creates a New Layout, they have the option to select the predefined layout as a starting point instead of just a Blank page

  

• This will open the Builder Tool, creating a new Draft design that the user can fully edit

• They have full authoring over all elements of the design

  • An element being “templated” does not secure it in this workflow

  • The user can delete or add Elements

  • Elements can be locked through the Security option, so only certain user groups can edit them.

    • This does not stop a user from covering up or obscuring the locked element by adding another element over it, but it can stop any accidental changes to locked elements

• When the user is done, their ability to publish the design will depend on their User Role in Korbyt

  • If they are Authors only, they will save in draft status and request approval

  • If they are Approvers or higher, they can publish for themselves

• Tag and Validity Dates would have to be manually added

Creating New Predefined Layouts

To create predefined layouts:

• 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. (or clone a Predefined Layout)

  

• Configure your Template:
  

  

  • Provide a unique name

  • Optional – Add a Unique Tag,

    • This tag will be automatically attached to all Webforms and Launchpads submitted

    • This tag can be combined with a Clever Playlist to automate the items to the right screens

  • Optional – Category Drop Down

    • Sets the Category that the template will be listed in

    • This affects Launchpads and creating new Layouts; it does not affect Webform

  • Configuration Check Boxes

    • Enable as Launchpad

      • If checked, it will add this template to the Launchpad Area of the CMS

      • If Unchecked, it will not be available as a Korbyt Launchpad and will only be available as a web form

    • Publish to Players/Player Groups – Applies to Launchpads

      • If checked, the Launchpad will allow the user to create a New Playlist directed at the selected Players or Player Groups the user has access to, and will be shown as Full-Screen Content

        • If turned on, the user will be forced to make a Player/Group selection OR select a Playlist if also turned on.

    • Publish to Playlists – Applies to Launchpads

      • If checked, the Launchpad will allow the user to add the new content to an existing playlist.

        • If turned on, the user will be forced to make a Playlist selection OR select a Player/Group if also turned on.

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

• Click Create.

This will open a new Layout in the Builder Tool

• You will use the Builder Tool to create the initial design, adding elements and placeholder values

  • For information on using the Builder Tool, see Using The Builder Tool For Layouts Or Messages

  • Add the elements for your design as normal, then

Templated Elements Properties

• For Elements that are meant to be edited by the end user, you will need to specify that it is “templated” in the Element’s Attributes

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

  

• Click the Attribute tab.

  

• Add a Label

  • This is the name for the field that the user will see in the Webform Submission screen and on the Launchpad screen

• Click the Check box for “Templated” and set any Additional Controls for the Element

  

Elements that have Template Options for both Web Submission and Launchpad workflows

The Elements listed below will operate in both Laundpad and Webform Submission workflows, but the way they operate in both might be different.

Element	Templated Control Settings
Text-Note Template Options	When you add the Text-Note, do not enter any placeholder text; first, set the Templated property. In the Template properties, you can set a Max Character Length Brand Settings will allow the end user to select from configured brand colors when used as a Launchpad Template. There will be no effect for Webform Submission. For more details, see Branding Control and Settings for Signage Placeholder Values and Style Settings When creating a Text-Note to be templated, you should set the Templated Value BEFORE entering any placeholder text and formatting. Template Text-Notes have fewer editing options If the Edit ribbon is open for the Text-Note, you will have to close it, and then re-edit the element If text is entered and then Templated is selected, it will be removed, and you will have to enter it again The formatting for the element (Font, Size, Color) is for ALL TEXT in the element You can not highlight the text to change selected formatting inside this element. Other elements can have different formatting For More information, see How To Use A Text Element
Image Template Options	When adding the Element to the Canvas, select a placeholder image This image will be seen in the Launchpad System and will be used if the user does not select a different one You can hit Cancel on the media selection window to not set a placeholder value When templated, you can set the Source options How the Source Options work will vary based on the workflow If you do not check any additional options Webform users will only be able to upload new images Launchpad users will be able to upload new images or select from items that are available to them in the Media Manager based on their folder permissions If you check the Media Library, you will be asked to select a specific folder next Webform users will only be able to choose items that you have saved in that folder If you do not specify a folder, Webform Users will have no choices Launchpad Users will select from items that are available to them in the Media Manager based on their folder permissions The specific folder chosen here will not limit Launchpad users If you check File Upload Webform users will be able to Upload new items Launchpad Users will be able to Upload new items If you check both Media Library and File Upload, it will apply both options as described above You can also specify a max Resolution Checking Brand Setting will add a section for Launchpad templates, where the user can select between two logos configured in the tenant For more details, see Branding Control and Settings for Signage Placeholder Values and Style Settings The sizing, offset, crop, and filter choices made for your placeholder image will be applied to any image submitted into the template For more information How To Use an Image Element
Video Template Options	When adding the Element to the canvas, select a placeholder Video This Video will be seen in the Launchpad System and will be used if the user does not select a different one You can hit Cancel on the media selection window to not set a placeholder value, but then you will not be able to configure the style settings Video Elements do not allow any templated specific behavior Webform users will upload a new video file Launchpad users will be able to upload a new file or select from items that are available to them in the Media Manager based on their folder permissions. Placeholder Values and Style Settings If configured, the settings in the Edit Element for loop, audio level, auto play, and control visibility will be followed for the content added. For more info How To Use a Video Element
Sound Template Options	When adding the Element to the canvas, select a placeholder sound This sound will be used if the user does not select a different one You can hit Cancel on the media selection window to not set a placeholder value, but then you will not be able to configure the style settings Webform users will only be allowed to upload a new sound file For Launchpad users Leaving File Upload unchecked will allow them to upload new files or select from items that are available to them in the Media Manager based on their folder permissions. Checking File Upload will only allow users to select from items that are available to them in the Media Manager based on their folder permissions. Placeholder Values and Style Settings If configured, the settings for autoplay, volume, and loop will be applied to sounds added. For more info How To Use a Sound Element
Ticker Template Options	When adding the Element to the canvas, set placeholder text or leave the system-generated placeholder message. This text will be used if the user does not enter different text The user can enter a blank space if no ticker is desired Operates the same for Webform and Launchpad users, entering the text they would like in the Ticker Placeholder Values and Style Settings Formatting for the ticker element will be applied to any text entered For more info How To Use a Ticker Element
QR Code Template Options	When adding the Document Element, no placeholder file is required, but it might be suggested. Because, if left blank by the user, it will create a default QR code to nothing Operates the same for Webform and Launchpad users, entering the URL that the QR code should take someone to Placeholder Values and Style Settings Formatting for the QR element’s Foreground and Background color will be applied to any text entered. For more info How To Use a QR Code Element
Document Template Options	When adding the Document Element, no placeholder file is required If left blank by the user, the area of the screen will be blank Webform users will upload a new file Launchpad users will be able to upload a new file or select from items that are available to them in the Media Manager based on their folder permissions. Placeholder Values and Style Settings Initial values for paging and toolbar visibility will be applied to the document added for more info How To Use a Document Element
YouTube Template Options	When adding a YouTube Element, no placeholder link is required, but you will want to configure the YouTube playback options for the item. The end user does not have access to the settings, such as Closed Caption or Mute. The user enters the URL for a YouTube video for more info How To Use A YouTube Video Element

Elements that have Template Options for Launchpad Workflows ONLY

The elements listed below will only be available through the Launchpad publishing process. They do not work in the Webform Submission process

All of the elements below, in their Attribute tab, only have the Label and Templated check box for their configuration.

Saving and Publishing the Template

• 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, ensuring that no changes are lost.

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

• AFTER PUBLISHING, click the info

  

  symbol for the design in the Layout List to make sure that it has saved the correct configuration for your use (all checkboxes refer to different Launchpad options)

  

Using the Templates

Now that a Predefined Layout Template has been created, how someone uses it will depend on whether it is being used through the Web Form Submission Process or as a Launchpad.

The articles below go through the specifics for each

• Predefined Layouts For Web Based Submission

• Launchpad Options and Settings & Launchpad Publishing and Approval Process