Assign or copy insert options

Abstract

How to assign insert options to a data template or individual item and how to copy insert options from one item to another.

You can assign insert options to individual items or, if the insert options are the same for multiple items, you can copy insert options from a source item to a target item.

For a video overview of Insert Options, see the Discover Sitecore channel.

To assign insert options to a data template or an individual item:

  1. In the Template Manager or the Content Editor, select the standard values item or individual item.

  2. On the Configure tab, in the Insert Options group, click Assign.

  3. In the Insert Options dialog box, on the Templates tab, go to the data templates, branch templates, and command templates you want to assign.

  4. On the Insert Rules tab, in the All field, double-click an insert rule to add it to the Selected list.

  5. When you have finished selecting insert rules, click OK.

Important

To minimize data duplication and long-term administration, when possible, assign insert options in standard values instead of individual items.

To copy insert options from a source item to a target item:

  1. In the Content Editor, select the source item.

  2. On the View tab, in the View group, select the Standard fields check box and the Raw values check box.

  3. On the Content tab, in the Insert Options group, copy the values from the Insert rules and Insert options fields of the source item to the corresponding fields in the target item.

  4. On the View tab, clear the Standard fields and Raw values check boxes to hide both the standard fields and raw values.