Connect Templates and Guidelines

Here you will find instructions on how to link your templates in your guideline and how users can access their existing publications.

Updated over a week ago

Content Overview:


Add template to Guideline

You can add your templates to your Guidelines by adding the "template" block.

Click on "Choose existing template"

Select one of your published templates.

Targets for templates

Please be aware of targets: If you have added some targets to your templates, you need to be in the specified target group to see the template. Please make sure to also set a target on the template block if you use templates with targets.

Enable accessing existing publications

To bring users back to their existing publications from your guidelines, you can set up two types of links:

Shared projects

For shared projects, you can just pick the link of your projects overview without the domain information.

Put this URL piece into any kind of link (e.g., button, text, link image).

Select "Open link in new tab" to open the project overview in a new tab.

Personal project

Go to the guideline where you want to link the personal project from. Do a right click on the page and open up "View Page Source". Check for the "data-project" id and copy it out.

Go to your projects section and jump to the URL. Add /personal/{data-projectID} (the one you copied out before) at the end of that URL.

Select the URL without domain information (but with the slash at the beginning) and put it into any kind of link (e.g., button, text, link image). Select "Open link in new tab" to open the project overview in a new tab.

If a user does not yet have a personal project, one will be created.

If you need more help, please reach out to our customer support!

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