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Creating a Simple Schema for Components

A Simple Schema defines the field types, parameters, and metadata of Component content.

Before you begin

You must have Schema Management rights and Write permissions for the Folder in which you create the Schema to create a Schema.

You also need Workflow Management rights if you intend to associate this Schema with a Workflow Process by adding a Workflow Association.

Procedure

  1. Open Content Manager Explorer.
  2. Navigate to the Publication and Folder in which you want to create the Schema.
  3. Open the Ribbon toolbar Create tab and click New Schema.
    The New Schema window opens.
  4. On the General tab, fill in the following fields:
    • Name — the name of the Schema. Users will see this name in their list of Schemas to select when creating a new Component. Ensure that the name of the Schema easily identifies its intended use. For example, "Press Release" or "Product Description".
    • Description — a description of this Schema.
    • Schema Type — select Schema.
    • Root element name — the name of the root element of the Schema.
  5. Select the Design tab to define fields for this Schema.
  6. Click Add to add fields. In the area on the right, fill in the following fields:
    • XML Name — the XML name of the field. This name can only contain letters without accents (A-Z, a-z), digits (0-9), underscores '_' and/or hyphens '-'. The first character of the XML name must be a letter or an underscore character.
    • Description — a description of the field. This description is used as the label for the input control for this field in the Component form the author will see.
    • Type — select a field type for this field. Refer to Field types for Schemas for a description of each of the available field types and the parameters that can be set for each type.
  7. To add Metadata fields to this Schema so that content authors can enrich the Component with metadata, select the Metadata Design tab and add fields exactly as you did in the Design tab.
  8. If you want to specify that a Component based on this Schema must enter a Workflow Process whenever a user creates such a Component, in the Workflow tab, select a value for Associated Component Process.
  9. If you want to specify that all Components based on this Schema must be part of a Bundle, in the Workflow tab, select When a user creates or modifies a Component based on this Schema, the Component must be in a Bundle. By selecting a value for Preferred Workflow Process for this Bundle, you can make Bundles with that Workflow Process more prominent for the user.
  10. Click Save and Close.

Results

Content Manager creates a Simple Schema that content authors can select when they create a Component. They will then see the fields defined in this Schema as input controls in a form.

If you created this Schema in a Blueprint Parent Publication, the Schema is shared to all Child Publications.