ST.Script.03.Create a portfolio template

User should be able to create a portfolio template using the files that were added.

Site Coordinator

None

ST.Script.01.Add files to Resources
ST.Script.02.Add a Form to be used in portfolio

for 2.7 by Erica Ackerman 12/17/09

1

Click Portfolio Template or Guide --> Portfolio Templates (if a Portfolio-type site)

'Portfolio Template Manager' page displays with list of templates (if any has been previously created)

2

Verify Portfolio Template Permissions.
Select Permissions...

Validate permissions against design.

3

Click Add

Step 1 of 4 (Template form) of the Portfolio Template Wizard appears

4

Enter:
Name: Test Template Do not name the template 'Contact Template', since a template by that name was already imported in an earlier script
Click Continue

Step 2 of 4 (Build Template) of the Portfolio Template Wizard appears

5

Enter:
Use the Select File next to field Basic Template Outline

The 'Add Attachment' page is displayed

6

Click Select next to generic.xsl or, if it has not yet been uploaded, click Add then Upload Files to upload it

'generic.xsl' now appears at the top of the page in the section titled 'Items to Attach'.

7

Click Continue

The 'Build Template' page reappears with 'generic.xsl' name in 'Basic Template Outline'.

8

Click Continue

The 'List Content' page appears.

9

Enter:
Type: Select Contact Form from list box.
Name: contactForm
Title: Contact Form
Click Add to List

Sequence area should now show one file listed - 'Contact Form'

10

Click Continue

The 'Select supporting files' page appears.

11

Enter:
Name (used in path): Enter CascadingStyleSheet
Choose File: Click the Browse button to go to the Resources area, and click Select next to generic.css.

12

Click Finish

The 'Select supporting files' page is displayed with 'generic.css' filled in.

13

Click Add To List

generic.css appears in summary area

14

Click Finish

'Portfolio Template' page displays with 'Test Template' template you just added. There is a 'publish' link listed under the file.

15

Click publish

The 'publish' link disappears and the template is now published