Creating a Component

You create a Component by selecting a Schema that defines the type of Component that you want to create. You can then fill in the fields for the Component as defined by the Schema.

Before you begin

To create a Component you must have Component Management rights and Write permissions for the containing Folder.

About this task

For example, your organization may have a Schema called "Press Release" upon which all press release content is based. You create Components in Folders within a Publication.

Procedure

  1. Navigate to the Publication and Folder in which you want to create the Component.
  2. On the Home tab or the Create tab of the Ribbon, click New Component. A New Component window appears:
  3. On the General tab, modify the following fields:
    • Name—fill in the name of the Component
    • Schema—select the Schema on which this Component will be based. (If your SDL Web system administrator defined a mandatory Schema for the Folder in which you create a Component, then you see no Schema field, because the Content Manager already selected the Schema for you.)
    A series of fields appears.
  4. Fill in all mandatory fields and optional fields as necessary. Mandatory fields have a red asterisk (*) beside them.
  5. A Component may also use Metadata fields. If so, a Metadata tab appears. Select the Metadata tab (if applicable) and fill in the mandatory fields and, if applicable, the optional fields.
  6. On the Home tab of the Ribbon, click Save and Close.
  7. Depending on the Schema you selected, you may now be prompted to add this Component to a Bundle. You can choose to skip this step, but if you do, the Component remains checked out to you.
  8. If this item must be added to a Bundle, a dialog opens asking you if you would like to do so now. You can choose Not Now to close the dialog, but you see a warning informing you that your item is not in a Bundle, and the same dialog will appear every time you save changes to the item. Alternatively, if you select Add, a Bundle selection dialog appears.
  9. In the tree structure on the left, navigate to a Publication and Folder that contains a Bundle to which you want to add the item, and add it to that Bundle by selecting the Bundle and clicking Add. This adds the item to the selected Bundle and closes the dialog. If the Bundle is already in workflow, the item will be too. You can also select Close, which has the same effect as clicking Not Now in the previous dialog.

Results

You have created a Component.