Summary Lists

Owned by Zachary Restifo
Mar 03, 2021
5 min read

Content Summary List templates are excellent options for providing visitors with brief overviews of content on other pages through using a more "designed" element on your page.

These instructions will provide information on how to use Tridion to create and insert an organized list of summary views on your page and make the views within the list click through to the pages that contain the full view.

 

Table of Contents

 

Creating Content Summaries

The first step in creating a Content Summary List is creating or editing the Content Components you want to link to and making sure they have all the information they need to make Summaries.

For information on creating Content Components, visit the Adding Text Content section of instructions.

For information on what you need to include in the Content Components to make a Content Summary, visit the Content Summaries instructions.

 

Once all of the Content Components you want to link to in the List are edited to include the information for the Summaries, make sure you save them and publish the pages they are on before you use the components.

 

Creating the Summary List

Now that you have created or edited your Content Components, you will need to create a List Component.

Click New Component (blue) to begin creating a List component.

 

In the Building Blocks folder of your respective website, click New Component (highlighted in blue above) in the Create tab (highlighted in yellow above) of the navigation bar.

You will be taken to a new page for creating the component (shown below):

 

Creating a List component for the Content components.

 

  1. Enter an appropriate Name for your component.

  2. Select List from the Schema drop down menu (highlighted in yellow above).

  3. Display Title: Enter text here if you want to put a Title above the Summary List.

  4. List Element: Click the magnifying glass icon on the right (highlighted in blue above).

You will be taken to your Building Blocks folder.

  • Select the first Content Component you want to link to and click Insert.

 

 

Back on the page for creating the List component (shown above), click on the green + icon (highlighted in yellow above) to add the rest of the Content components you want to link to.

Select the other Content components and click Insert to add them to the List component. Click Close to return to the component page.

 

 

Once you have added multiple Content components, you can remove them from the List using the trashcan icons (highlighted in red above) or sort them by clicking and dragging the move icons (highlighted in blue above).

Once you are happy with your list, click Save and Close (highlighted in yellow above) and you are ready to add the component to a page.

 

Inserting the Summary List on to a Page

Once you’ve created the List component that houses the Content components you want to link to in your Summary List, you can add it to a page.

At this point, make sure the pages that include the Content components you are linking to are Published and the components are using the Content Full template

If you edited an existing component to include the information for a summary, make sure it has been Published since you made the changes.

Summary Lists will not work unless the component is published in full elsewhere!

 

  1. Navigate in the Root Folder to the page you want the link list displayed on, and open it.

  2. Click on the Component Presentations tab.

  3. Click the Insert button located at the bottom of the tab.

  4. In the window that opens, navigate to the location of the List component you just created and click on the component.

  5. Select one of the following templates from the Component Template dropdown menu:

    • Content Summary List

    • Content Summary List with Overlay

    • The difference between these two templates is shown in the example screenshots in the next section of these instructions.

  6. Click Insert to add the component to your page, then click Close to return to the page.

  7. Save & Close the page, and you are ready to Publish.

 

Examples of Summary Lists on a Page

The below screenshot is an example of the Content Summary List template, as it appears on a page:

The Content Summary List template on a page (yellow).

 

The below screenshot is an example of the Content Summary List with Overlay template, as it appears on a page:

The Content Summary List with Overlay template on a page (yellow).

 

You can see with the Content Summary List with Overlay template that the Title of the Content component is displayed over the Image.