Adding, removing, and restoring content

Creating custom content

You can add new content at any level of the template.

Custom section

A custom section adds a new top-level heading.

• In edit mode, click New section below the section list.
• Name the section.
• The new section is added to the bottom of the list; drag it into the position you want.

Custom group

A custom group adds a sub-heading inside an existing section.

• Expand the section.
• Click New group.
• Name the group.

Custom item

A custom item adds a new content block.

• Open the section or group where the item belongs.
• Click New item.
• Name the item and edit the content.

Custom content carries a Custom element badge so you can tell what you added from what’s part of the default template.

Excluding items

To take a default item out of the report without deleting it, exclude it.

• Find the item on the Report Items tab.
• Click the item’s delete action.
• Confirm.

The item moves to the Excluded items tab and stops appearing in reports. You can add it back at any time.

Re-adding excluded items

• Switch to the Excluded items tab.
• Browse the Content Library; items are grouped by their original section.
• Click Add to report on the item you want back.
• Choose the section, and optionally a group, to add it to.
• Click Add to report again.

The item is added to the bottom of the section or group you chose. Add to report is available once you’ve started a draft.

Publishing changes

When the draft is ready, click Publish changes in the bar shown while you edit. You can add a version label, then click Publish.

Publishing:

• Saves a version snapshot of the draft so you can roll back to it later.
• Updates the live template - new reports use the updated content from this point.
• Clears the draft and returns the template to read-only mode.

Version history

Each publish creates a version snapshot, building up a history of every change.

Viewing version history

• Select Version history from the ’…’ menu in the header.
• The panel lists every version, newest first, with a Current badge on the latest.

Each version shows:

• The version number and label, such as “Published version 3” or the label you entered when you published.
• The user who created it.
• The date and time.

Restoring a previous version

• Open the version history panel.
• Find the version you want.
• Click Restore this version and confirm.

Restoring:

• Updates the live template to match the chosen version.
• Creates a new version of the restored state, so there’s a record of the restore.
• Discards any draft you have open, so publish it first if you want to keep it.
• Returns the template to read-only mode.

Every previous version is preserved. To undo a restore, restore an earlier version the same way.

Resetting to system default

To wipe customisations and go back to Curia’s default template:

• While editing a draft, select Settings from the ’…’ menu in the header.
• Click Reset to Curia default.
• Confirm.

A version snapshot is saved before the reset, so the customised version can still be restored if you change your mind. Any open draft is discarded.