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Dossier template behavior in Enterprise 9

Dossier template behavior in Enterprise 9

When a new Dossier is created from a Dossier template, the following actions take place:

  • Properties of the Dossier and of the files within the Dossier are set
  • Any files that are present in the Dossier template are included as a new file or as a referenced file

The exact outcome of these actions depends on various scenarios, which are described below.

Properties

The properties of the Dossier and any files within it are set as follows:

Dossier properties

When a new Dossier is created from a Dossier template, it inherits all the properties of that Dossier template: Brand, Issues, Category, and any other relevant properties.

Example: A Dossier template has the following properties assigned:

  • Brand: WW News
  • Issue: 1st Issue
  • Category: Sport
  • Status: Dossier Templates
  • Route To: Editor
  • Comment: "This template is used for creating Sport articles."

The new Dossier will inherit the following properties:

  • Brand: WW News
  • Issue: 1st Issue
  • Category: Sport
  • Status: Dossiers
  • Route To: (empty)
  • Comment: (empty)

Note that properties such as Brand, Issue and Category have been inherited while the Status property has changed to the default status for a Dossier. Properties such as Route To and Comment have been left empty.

About inheriting Issues

The Issues that the Dossier inherits actually depends on how the Dossier template is instantiated:

  • When the Dossier template is double-clicked anywhere in Content Station, the new Dossier inherits all assigned Issues of the Dossier template.

Example: A Dossier template has Issues 'A' and 'B' assigned. When double-clicking the Dossier template, the created Dossier will inherit these Issues 'A' and 'B'.

  • When the Dossier template is dragged in the Planning Application of Content Station in one of the following ways, the new Dossier inherits only the Issue of the target Issue:
  • Dragged onto an Issue in the Issue pane
  • Dragged into the Dossier pane after selecting an Issue in the Issue pane

Example: A Dossier template has Issues 'A' and 'B' assigned. When dropping it onto Issue 'C', the created Dossier now inherits Issue 'C'.

Tip: The properties of the new Dossier can always be changed when the Properties dialog box for the new Dossier appears, or later at any stage.

File properties

The properties of the files that are added to the Dossier are assigned as follows:

  • For Content Station versions 9.0 – 9.8.3: All files inherit the same properties as those of the files in the Dossier template.

Example: A Dossier template contains an article and a Layout template which have both been assigned to Print Publication Channel 'A' and its Editions 'B' and 'C'. When the Dossier is created, the article and layout template will also be assigned to Publication Channel 'A' and Editions 'B' and 'C'.

  • For Content Station versions 9.8.4 and higher: 
  • Articles inherit the same Category as that of the new Dossier
  • All other files inherit the same properties as those of the files in the Dossier template

Example: A Dossier template contains an article and a layout template which have both been assigned to Category 'A'. When the Dossier is created in Category B, the article is assigned to Category 'B' while the layout template is assigned to Category 'A'.

Files

Any files that are present in the Dossier template are instantiated in the new Dossier as follows:

  • Article. A new, stand-alone file is created by duplicating the article in the Dossier template.
  • Article template. (Behavior in Content Station 9.2.1 or higher) A link to the original article template is created.

Note: When the New Article button is clicked, the following happens:

  • When only one article template is present, that template is used for creating a new article.
  • When multiple article templates are present, the user has to choose which template to use.
  • Layout. Layouts are ignored and will not be added to the created Dossier.

Note:The reason for this is that a new layout should be created by basing it on a layout template so that the correct design and styling for that Issue is used.

  • Layout template. A new file is created that is linked to the original file in the Dossier template.

Note: Users use this template to create one or more new layouts. The link to the original file is beneficial: when a change needs to be made (such as changing a paragraph style) this then only needs to be done once and will automatically be visible in all instances of that template.

  • Layout Module. Layout Modules are ignored and will not be added to the created Dossier.

Note:The reason for this is that a new Layout Module should be created by basing it on a layout template so that the correct design and styling for that Issue is used.

  • Task. A new, stand-alone file is created by duplicating the Task in the Dossier template.
  • Publish Forms. A new, stand-alone file is created by duplicating the Publish Form in the Dossier template.
  • Image. A link to the original file in the Dossier template is created.
  • All other file types. A link to the original file in the Dossier template is created.
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