Document Type Editor

Overview

The Document Type Editor in Bloomreach Content is a WYSIWYG tool for creating and modifying document types. A document type defines both the data structure and the editing template that authors use to create and edit documents.

Info: For a practical introduction, see the Build a Website tutorial.

When to Use

Use the Document Type Editor during development to define or update document types. Do not use it in production environments. To deploy document type changes to production, follow release management procedures.

Info: Avoid using reserved names from the Delivery API when naming content types.

Accessing the Document Type Editor

Only users with administrator privileges can access the Document Type Editor. It is located in the Content Workspace under the Document Types section.

Document Types list in Bloomreach Content workspace

You can browse, create, and edit document types using similar actions as when managing documents.

Context menu for creating a new document or compound type

When editing a document type, you can add, move, modify, or remove fields.

Document type editor with fields and primitive field palette

You must commit any new or modified document type before it becomes available to authors.

Type actions menu showing Commit option in editor

Info: After modifying a document type, update existing documents of that type using an updater script if needed.

Standard Field Types

Bloomreach Content provides a set of standard field types for document types. You can add more field types through plugins or custom development.

Info: You can add commonly used plugins with additional field types from the Feature Library in the setup application.

Primitive Types

Primitive types map directly to primitive JCR property types.

Boolean

Displays as a single checkbox. The value is true (checked) or false (unchecked). The default value is false.

Boolean field with an unchecked checkbox

Boolean Radio Group

Displays a radio button group for Boolean values. The default is false. You can configure custom labels for true and false using a value list document.

BooleanRadioGroup field with true and false radio options

Info: See Selections Plugin Configuration for details.

CalendarDate

Info: Available in brXM 11.1 and later.

Allows date entry via a text box or calendar widget.

CalendarDate field with popup calendar for October 2018

Date

Captures both date and time. Date can be entered via text box or calendar widget; time is entered via hour and minute fields.

Date field with calendar widget showing October 2018

Decimal Number

Stores decimal values. The default value is 0.0.

Double field input showing default value 0.0

Docbase

Creates a weak reference to a folder, document, asset, or image in the repository by storing the UUID of the referenced JCR node as a String.

Docbase field input with browse button in editor

If a document refers to another item using a Docbase field, deleting the referenced item does not trigger a warning (unlike Link and Imagelink fields). The delivery tier API does not automatically resolve links for Docbase fields; you must implement logic to retrieve the content bean using the stored UUID.

Dynamic Dropdown

Displays a dropdown populated from a value list service.

DynamicDropdown field with expanded options list in editor

Info: See Selections Plugin Configuration for more information.

Html

Used for formatted text content. Stores HTML markup as a String property.

HTML editor field with formatting toolbar and empty content area

Open UI String

Info: Available since brXM 13.2.0.

Uses the document field extension point to display a custom field type.

OpenUiString field with Set Field Value and Open Dialog buttons

Integer Number

Stores integer (whole number) values. The default value is 0.

Long integer input field showing default value 0

Radio Group

Displays a radio button group populated from a value list service.

RadioGroup field with three unselected value options

Info: See Selections Plugin Configuration for configuration details.

Static Dropdown

Displays a dropdown populated from a static value list defined as comma-separated values in the field properties.

StaticDropdown field with Choose One dropdown selection

Info: See Selections Plugin Configuration for more information.

String

Used for single-line plain text input.

String field label above a single-line text input

Taxonomy

Info: Available since brXM 15.3.0.

Allows selection of categories from a taxonomy. The taxonomy must exist and is referenced by its JCR node name in the field's taxonomy.name property. For configuration, see Taxonomy Plugin Configuration.

Taxonomy field with taxonomy name and term selection dropdown

Text

Used for multi-line plain text input. Stores the value as a String property.

Text field editor with large multi-line input area

Compound Types

Compound types are reusable groups of fields stored as child nodes. A compound type can include both primitive and compound fields.

You cannot sort document query results by fields inside a compound type in the delivery tier. For more information, see Search Tips.

References an image from the gallery. Stores a reference to the image's JCR node. The delivery tier resolves this reference to a website URL. If a user tries to delete a referenced image, the CMS displays a warning and deletion breaks the link in the document.

Image link field with Select button in editor

Creates an internal link to another content item (document or asset) in the repository. Stores a reference to the item's JCR node. The delivery tier resolves this reference to a website URL. Deleting a referenced item triggers a warning and breaks the link in the referring document.

Mirror field with Select button in blue editor panel

Resource

Embeds a file (such as an image or PDF) directly in the document. The file is stored in a JCR node within the document and cannot be reused by other documents.

Resource upload field with Choose File button

Rich Text Editor

Stores rich text content as HTML markup in a JCR node. Authors can format text and include tables, images, and links. The delivery tier must parse this content to resolve references to other items.

Rich text editor field with formatting toolbar

Value List Item

A key-value compound type used in the Value List document type for managing values in Selection fields such as Dynamic Dropdowns and Radio Groups.

Listitem editor with Key and Value input fields

Do not modify the Value List Item compound type. It is required by the Value List document type and by Dynamic Dropdown and Radio Group fields.

Field Properties

Each field in a document type has several properties. The available properties depend on the field type, but every field must have at least a Caption and a Path.

Caption

The caption is the label shown above the field in the editing template. Authors use this label to identify the field. Captions can include spaces and special characters.

Path

The path is the name used to store the field's value. Internally, the system refers to fields by their path, prefixed by a namespace. The path maps to a JCR property name (for primitive types) or node name (for compound types). Paths cannot contain spaces or special characters.

Hint

Optionally, you can add a hint to a field. The hint appears as a question mark with a mouseover popup.

CSS Classes

You can specify one or more CSS classes to apply custom styling to a field. Define the CSS classes in a custom .css file in the cms module.

Required

To make a field required, select the Required checkbox. Authors cannot save documents without entering a value in required fields.

Hint: You can also create custom field validators.

Optional

Fields that are not Required and not Multiple can be made optional by selecting the Optional checkbox. Authors can remove optional fields from a document by clicking the 'X' icon and add them back with the '+' icon. This is useful for compound fields that include required fields.

Hint: Remove an optional field from a document type's prototype by clicking the field's 'X' icon in the Document Type Editor.

Multiple and Ordered

Fields that are not Optional can be set as multi-valued by checking the Multiple checkbox. This adds plus and minus icons so authors can add or remove values.

To allow authors to reorder values in a multi-valued field, check the Ordered checkbox. This adds arrow icons for moving values up, down, to the top, or to the bottom. To hide the "move to the top" and "move to the bottom" arrows, add the CSS class hide-top-bottom-arrows to the field's CSS Classes property.

Custom Validation

You can implement custom field validators in addition to marking fields as required.

Document Type Inheritance

Bloomreach Content supports inheritance for document types. Projects created with the archetype include a base document type that all other types inherit from by default.

To change the super type of a new document type, select a different document type in the Super type field when creating it:

New document type dialog with name and super type fields

The editing template for the new type starts empty. You can add inherited fields by selecting them from the Inherited section in the editor's right column:

Inherited fields list in document type editor sidebar

Hint: At the content repository level, the document type's JCR node type inherits from the super type's node type. At the delivery tier, the content bean class generated by the BeanWriter tool extends the super type's bean class. When performing search queries in the delivery tier, include or exclude subtypes as needed.

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Page: /build/document-types/document-types/document-type-editor
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