Edit Storyline Content

You can specify the:

  • Content – The information users should enter.

  • Formatting information – How this displays in the Description field of the source entity after users enter it.

 

To manage template storyline details:

  1. Select Admin > Templates > Data Entry.

  2. Open the source entity template.

    See Searching for a Source Entity Template.

  3. Select the Content tab.

  4. Select the Storyline subtab.

  5. Specify and format the template data fields (or input placeholders).

    An input placeholder identifies where information will show on the template.

  6. Select the Instructions subtab to specify the type of information (for example, numbers only) and enter any special instructions for users.

  7. Enter headings and titles to show source entity information.

  8. To add an input placeholder:

    1. Position your cursor where you want to add a placeholder.

      For example, beside Name.

    2. Select Add Input.

      The placeholder has the following format: [<input>] Use the Instructions screen to specify details about that placeholder.

      For example, whether it needs text or a date format input.

  9. Format the text according to how you want it to be displayed.

    1. Select the word or line you want to format.

    2. Right-click > Select the required command from the popup menu that displays.

      The formatting is then applied to the selected text (including input placeholders).

      If you want to change the size of the input placeholder text, you must select the entire placeholder, including the square brackets ( [ ] ), before changing the font size.

  10. When you've made the required changes, select Save.