BrightWork Template Design Sync enables you to make design changes to a template and pull those changes into sites created from that template on a site-by-site basis. These changes can include adding new items such as lists and list columns and removing certain unmatched items in the destination site.
Unmatched items are items found in the destination site that were not found in the template. This can occur for two reasons:
Note: The BrightWork Template Design Sync is a very powerful feature that can cause significant changes in the destination site, including irretrievable loss of data.
If you are unsure of the effects the design sync will have on the destination site, we suggest you first create a copy of it, run the design sync against the copy and examine the copy to ensure there are no undesired changes.
For a fuller explanation of what is synced and what is not synced, please see the About Design Sync topic.
See About BrightWork and SharePoint Security for information about the permissions required to sync a site with a template.
Design Sync operates one site at a time. Contact BrightWork Support for information on how to sync multiple sites simultaneously with the use of a PowerShell script.
The following sections outline the options available when synchronizing with a template:
Note: The site must be bound to a template for you to continue. If the site is not bound to a template, you will see a message informing you of this. Click the link in the message to configure the site template binding settings and see Configure Template Binding for more information.
Every time you run a Design Sync a log is written to a list in the destination site. The log details the changes made and includes any warning or error messages.
By default, all changes are written to the list, but you can choose to exclude certain kinds of changes by unselecting them from the list:
With site level changes, the following items are automatically synced:
You can also choose to do a straight replace on the following Navigation items:
You can remove the following unmatched site level items:
You can apply the following template design settings:
Select Apply Home Page design to replace the home page in the destination site with the one in the template.
Note: Only updates to the default.aspx home page or a home page that resides in the Site Pages library will be synced.
This means that if you make a page in the BrightWork page library the home page, and subsequently update it, those changes will not be synced.
With list and library level changes, the following items are synced automatically:
You can choose to delete the following unmatched list and library items:
Note: Unmatched lists and libraries are not permanently deleted - they are moved to the site Recycle Bin.
Note: This does not include unmatched list or library views that are being used in list view web parts.
You can also select Nintex Forms options which will be visible if Nintex Forms are present in the template or the destination site:
Note: When adding a new list with a Nintex Form to a project via Template Design Sync, select both the 'Add new Nintex Forms' and 'Synchronize Nintex Forms' options in order to copy all functionality for the new list.
Select BrightWork Pages library options:
Select the Site Assets library options, if the library exists:
Note: Common content in site assets libraries is not synced. Common content is defined as files of the same name and type in both the template and the site. This means that if you make changes to a file in a template, these changes will not be synced to the file in the site.
Select Site Pages library options, if the library exists:
You can sync Project Metrics using design sync.
The following lists the Metric content that is synced:
|Metric ID||No||Treated like a deletion if changed|
|Metric Number Value||No||Copied only when adding|
|Apply Metric Value to||No||N/A|
|Metric Data Source (all details)||Yes|
|Metric Calculation (all details)||Yes|
|Include in Metric Recalculation Timer Job||Yes|
|Metric Value Format (all details)||Yes|
|Fixed Number||No||Copied only when adding|
|Which is better?||Yes|
|Comparison is a number Warning Level||Yes|
|Comparison is a number Danger Level||Yes|
|Comparison is a Percentage Warning Level||Yes|
|Comparison is a Percentage Danger Level||Yes|
|Indicator Icon (path)||Yes|
|Warning Indicator Icon (path)||Yes|
|Indicator Icon (path)||Yes|
BrightWork provides lists with additional capabilities. Some of these configurations you may want to optionally sync from the Template:
SharePoint 2010 and Nintex List workflows can be synced depending on the options selected:
The following table illustrates which workflow types are supported and which are not supported:
|Template Design Sync|
|SharePoint 2010 List Workflow|
|Nintex List Workflow|
|SharePoint 2013 List Workflows|
|Site and Reusable Workflows|
The workflow design sync deep dive article contains detail on the scope of this feature.