Change the authoring template for an item

We can change the authoring template associated with an item by applying another authoring template to the item. To accommodate differences between the templates, we can add or remove elements and specify how elements are processed.

1. Open the library explorer.

2. Select the items for which to change the authoring template.

3. Click More Actions > Apply Template.

4. Select the authoring template to associate with the item.

5. Select any of the following options:

   • Add new elements: If the new authoring template contains elements that do not exist in the item, these elements are added to the converted item.

   • Remove existing elements: If the item contains elements that do not exist in the authoring template being applied, those elements are removed during the conversion.

   • Replace elements that have changed type (with auto data conversion): Replace elements in the item with elements of the same name from the authoring template being applied. If the two elements are of different types, the data is automatically converted to the new type. If the conversion fails. Any data stored in an element in the item is lost if replaced by an element of a different type.

   • Replace elements that have changed type (without auto data conversion): Replace elements in the item with elements of the same name from the authoring template being applied. Any data stored in an element in the item is lost if replaced by an element of a different type.

   • Copy hidden element values from authoring template: Select this option to include hidden element values from the authoring template when changing or reapplying an authoring template

   • Enter values for mandatory fields: This option copies default values from the authoring template to mandatory fields and elements in the item that do not already have values.

   • Save invalid item: This forces invalid content to be saved when applying or changing a template. For example, if a text field containing ten characters is replaced with a text field with a maximum of eight characters, the old text is saved in the updated field. We must fix the invalid content the next time edit the item.

   • Save as draft: A draft item is created when the authoring template is applied.

6. Click OK.

Parent Manage authoring templates