Optimize Editing Forms - CMCC 12

Last updated 17 minutes ago

This how-to explains how to optimize CoreMedia Studio editing forms based on best practices and real-world experience.

LightbulbWhat you will learn

  • What are common challenges?
  • How you and your partners can customize Studio forms
  • How to remove fields from form definitions
  • How to hide unneeded tabs

Person reading a bookPrerequisites

  • A working login to CoreMedia Studio

Person in front of a laptopTarget Audience

This guide is for Implementation Partners, Consultants, Customer Success Managers, Editors.

Please note that this feature has been removed in CMCC 13 for technical reasons. The content of this article is still relevant for CMCC 12 and older, and may be useful for customers who have not yet migrated to CMCC 13.

Introduction

CoreMedia Studio is a flexible application that system integrators and customers can customize for their specific needs. It serves both technical power users and casual users who interact with the system less frequently — and both groups require thoughtful interface design.

In practice, the focus often leans toward technical functionality, leaving the business user experience as an afterthought. Prioritizing an intuitive interface benefits all users.

1 Studio
Figure 1. Core Media Studio

Challenges

The CoreMedia Blueprint provides a solid default setup for Studio editing forms that covers general use cases. However, it may not fully meet the needs of all customers — particularly casual business users. Common issues include:

  1. The content type model does not reflect the customer’s domain.

  2. Content forms are packed with "Properties," resulting in a poor user experience.

The Content Type Model Does Not Reflect the Customer’s Domain

The Blueprint provides a ready-to-use content type model, but predefined types may not align with your domain. For example, "Article" means something different to a media company than to a luxury fashion brand. This misalignment can cause confusion and slow adoption.

Content Forms Are Packed With "Properties" – Resulting in a Negative User Experience

When Blueprint content forms are used without customization, business users face an interface that doesn’t fit their needs. Irrelevant data fields and poor organization overwhelm casual users and reduce efficiency.

Example: The "Augmented Category" Form

The Augmented Category form is designed to enrich category and product pages with content. By default, the Content tab includes numerous data fields and cards, requiring extensive scrolling — especially when editable and read-only fields appear together.

2 form augmented category
Figure 2. Form for Augmented Category

The Solution

Three main approaches make CoreMedia Studio more intuitive for your users.

1: Use Terminology That’s Clear to Business Users

Engineers often use technical vocabulary that is unfamiliar to business users. This is particularly problematic in user interfaces. Over many years, a CoreMedia-specific vocabulary has emerged that is not always helpful — especially for users outside of Germany. Below are the most common terms and their more user-friendly alternatives:

Do not use… Use instead…

Document

Content Item

Document Type

Content Type

Document Form

Content Form

Property

Field or Data Field

Property group

Card

3 studio wording
Figure 3. CoreMedia Studio Wording

2: Adapt Editing Forms to Provide More Guidance and Structure

Customizing editing forms is best practice in every project. It works the same way as adapting rendering templates for a pixel-perfect end-user experience. Consider these four steps:

  1. Create customer-specific content types that match the customer’s domain and daily work.

  2. Remove obsolete fields. Not every Blueprint field is needed by every customer. See the CoreMedia Studio Developer Manual for details on customizing content forms.

  3. Optimize the ordering and grouping of fields. Place the most important fields where they are immediately visible; move less-used fields to secondary tabs or cards.

  4. Adapt labels to your users' language. Using domain-specific terminology improves usability for that specific client.

Adapting labels to match domain language greatly enhances usability. Keep in mind, however, that deviating from CoreMedia’s default terminology may create disconnects with out-of-the-box training materials, demos, and documentation. Maintain a clear internal mapping to bridge this gap.

The general procedure for localizing CoreMedia Studio is described here. The section "Override Standard Studio Labels" explains how to update existing standard labels.

3: Dynamically Limit Form and Component Visibility

Beyond wording and structure, Studio offers features to display only what is truly necessary.

Auto-Hide

The auto-hide (progressive disclosure) feature keeps the UI clean by automatically hiding content tabs that aren’t currently needed. Users can reveal hidden tabs by hovering over the expand button. This reduces visual clutter:

4 auto hide feature b
Figure 4. All tabs displayed
4 auto hide feature a

The auto-hide behavior can be toggled in the preferences dialog via the option Always Show Advanced Tabs in Forms.

5 auto hide preferences
Figure 5. Auto-hide option in Preferences

To enable auto-hide for a content tab, set the autoHide flag to true in the tab definition:

Config(TeaserDocumentForm, {
  title: CustomForms_properties.Tab_Teaser_label,
  itemId: "customTeaserTab",
  autoHide: true,
  items: [
    Config(PropertyFieldGroup, {
      title: CustomForms_properties.PropertyFieldGroup_teaser_label
      // ...additional config
    }),
  ],
  plugins: [
    // e.g., new MyPlugin()
  ],
});

User-Group-Specific Editing Forms

CoreMedia Studio allows you to restrict the visibility of form components based on group membership. Business users are typically categorized as power users (highly familiar with the system) or casual users (who create or edit content occasionally).

The OnlyIf plugin dynamically adapts editing forms based on the user’s group. The following example from CMArticleForm shows how to display the System tab only for users in the power-user and administrator groups:

Config(CMArticleForm, {
  items: [
    Config(DocumentForm, { title: BlueprintTabs_properties.Tab_content_title /* ... */ }),
    Config(DefaultExtraDataForm),
    Config(MultiLanguageDocumentForm),
    // Config(CMArticleSystemForm),
  ],
  plugins: [
    Config(OnlyIf, {
      isAdministrator: true,
      isMemberOf: "power-user",
      then: Config(AddItemsPlugin, {
        items: [ Config(CMArticleSystemForm) ]
      }),
    }),
  ],
});

User-Specific Editing Forms

Every user can personally adapt their forms using the built-in Configure Form feature.

6 configure form
Figure 6. Every user can start an individual form configuration

The Configure Form dialog lets users deselect specific tabs or cards to create a more focused editing environment.

7 article form config
Figure 7. Configure a form individually

See the Studio User Manual for more details.

Conclusion

Customizing CoreMedia Studio editing forms makes content creation easier, faster, and more intuitive for everyone. A few targeted adjustments — better terminology, streamlined forms, and dynamic visibility controls — allow users to focus on what matters without being overwhelmed by unnecessary complexity.

The result: less training effort, fewer content errors, and higher-quality output from day one.

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