Design and customize templates

Your district might want to customize a template a page with a predesigned, customized format, such as the Student Detail page by:

• adding or removing fields
• changing the sequence of fields
• requiring a particular field
• rearranging columns or rows
• adding a tab
• changing the layout of the page

Note: It is possible to make a field required in a wizard a sequence of dialog boxes which walk a user through a potentially complex task, such as the Build Study Locations wizard but not in the rest of Aspen by editing the appropriate field set.

To design and edit detail pages:

1. Log on to the District view.
2. Click the Tools tab.
3. Click the Templates side-tab.
4. Find and select the default detail page you want to edit. See Find Screen Name (NavID).

Note: To help your users understand how to use this template, or how to enter information into this template, click the Help sub-tab. You can type instructions that users can view in Aspen.

5. On the Templates side-tab, click Details.
6. On the Options menu, click Copy. Type the number of copies you want to create, and click OK. The Details page for the new template appears.
7. Type a new name and any other details for the template, and click Save.
8. On the Templates side-tab, click Design. The design page appears:
9. At the top right corner of the page, click the Element drop-down to select the element of the page you want to work with:
• Fields
• Columns
• Rows
• Tabs
• Embedded List

10. Move your cursor over the element you want to work with. The options appear to the right.
11. Do one of the following:
• Click Edit or Insert. The appropriate pop-up appears:

• 

• Click Delete. A pop-up asks if you are sure you want to remove this element. Click OK.

• Click Move. When you move your cursor off the button, a red line appears. Drag and drop the line to the location you want this element to appear. Confirm the new location by clicking OK.

12. Use the following table to enter information in the fields:

13. Field	Description
    Table	Click this drop-down to select a different table. Note: The fields in this pop-up update according to your selection.
    Field	Click this drop-down to select a different field.
    Label Override	Select this checkbox to change the label shown on the page, such as if you want users to see Given Name instead of First Name.
    Read Only	Select this checkbox to allow users to view but not edit the element's contents.
    Required	Select this checkbox to make the element required. Once you save the template, a red asterisk * appears next to the element's name, alerting users to the fact that it is required. Users must enter a value in order to save the page they're working on.
    Picklist	Select this checkbox to have the field associated with this reference table to be in the form of a pick list. If you don't select this checkbox, the field will appear as a drop-down menu.

13. To edit the XML eXtensible Markup Language of the page, click Edit XML.

Note: After you edit the XML, you immediately see the changes you made on the template. The changes are not active until you click Save Changes.

14. Click Save Changes.

Note: If you copied the default to make this new version of the page, you must make the same edits directly to the default page for your changes to be used in the system.