Tag: Datasource

Sitecore Rendering Datasource Restrictions

Datasources on Sitecore Renderings are the basis for content authors to combine a variety of components to form a page, without the need for all the fields to exist in the context item. They also form the underpinnings of switching out content based on personalization rules.

To make life easier for content authors there are two properties which should always be set; Datasource Template and Datasource Location.

Datasource Template

The datasource template field is fairly straightforward to understand. It specifies what type of template is compatible with a rendering.

If the content editor try's to select an incorrect template they will see an error message like this and the ok button will be disabled:

The template reference can point to either the final template that an instance of which will be created, or a template that had been inherited. So if you structure your templates using base template like I describe in my article on How I structure Sitecore Templates then you can reference the base template and anything including it will become available.

However there is a fundamental flaw in linking to a base template. As well as restricting the template that can be selected, specifying the template type also enables the ability to create new content, which will create it as the form of the template specified. So only link to the templates you want your editors to create.

Datasource Location

The datasource location property (as the name suggest) enables you to restrict where in the content tree items can be selected from (or new content created).

Simply specify the folder the content should be placed in and the rest of the content tree will now be hidden from content authors.

Multi-site solutions

If your solution contains more than one website this may cause a problem as you likely want to be able to restrict certain content to certain sites and may additionally have a global content folder.

The first solution to this is to add multiple path's separated by a pipe.

This will enable multiple folders to be shown to the user, but it wont enable any sort of restriction.

The second option is to add an xpath query find the relevant folder. This can also be used in conjunction with the static path by being pipe separated as in the last example.

A query like this:

/sitecore/content/Shared Components/Shared Hero Banners|query:./ancestor-or-self::*[@@templatename='Site']/Components/*[@@templatename='Hero Banners']

Will produce the desired output like this:

Here you can see the shared hero banners folder is available as is the specific hero banner folder for the current site, but not the hero banner folder from the other site.

Data Source vs Rendering Parameters

On the face of it being able to specify Rendering Parameters, or a Data Source on a control achieves a very similar goal. You want to componentise your page and not fill up your page type item with fields for specific renderings. Everything should be isolated in it's own little compartment.

Linking a rendering control to a Data Source does this by moving all your data to a completely separate item, that can be re-used over multiple pages and even swapped out to do personalization or A/B testing.

Equally, using Rendering Parameters does this just as well. Just like a Data Source, you can create a template for the fields that need to be entered, and the data is kept in the same place that a link to a Data Source would be specified.

But what should I use?

The easiest way I can describe it is by asking, are you storing content or something else?

If the answer is content then you most likely want a data source. Alternatively, if it's something else like some config for a filter, or a background colour you will most likely want a rendering parameter (but there could be exceptions).

Data Sources

Data Sources have some distinct advantages over a Rendering Parameter including:

  • Data can be edited in the Experience Editor inline in your page
  • Language versions are very easy to understand by content editors
  • Easily used for personalization and testing
  • Can be reused on as many controls as you like

These things all make a Data Source a perfect option for anything content related. Without them you loose some big features related to content and ease of use. There are times non-content is also a good option. e.g. A hero banner on a page could be used across multiple pages and as well a reusing the text, if a background colour is also customizable you would want to be re-using that too.

Rendering Parameters

Likewise Rendering Parameters also have there benefits:

  • Doesn't create an extra item to publish. You just have to publish the page your editing, not the related data source
  • Easy to access in the control properties of the item your looking at, without having to find the related data source

These features make Rendering Parameters ideal for the non-content config of a control and removes non-content fields from your item templates. The thing to be aware of though is you can't easily do A/B testing or personalization with a rendering parameter, so while it's nice for your items to only contain content, that might not be the only thing that's being tested.

How about both?

There is also nothing to stop you using a Rendering Parameter and a Data Source at the same time.

You could have a situation when a Data Source is being used to populated the content on multiple different controls. Each control may have some additional config needed, such as text colour or text size. Keeping this data in the data source might become problematic as on one rendering your text may need to be black, whereas on another it may need to be white. By moving these fields to Rendering Parameters, you keep the benefit of a shared Data Source for content, while the Rendering Parameter takes care of the presentation config.

Sitecore: Data binding to a datasource rather than the context

By default when you place a Sitecore control. e.g. on a page it will bind to the pages context item even if the rendering has had a Data Source set against it.

MVC - View Renderings

If your Sitecore solution is MVC based and you are using a View Rendering then this is simple. Make sure your view's model is set to Sitecore.Mvc.Presentation.RenderingModel and then pass Model.Item as the item parameter to the Sitecore HTML helper function for rendering a field.

@using Sitecore.Mvc
@using Sitecore.Mvc.Presentation

@model Sitecore.Mvc.Presentation.RenderingModel

  <h2>@Html.Sitecore().Field("Title", Model.Item)</h2>
  <div>@Html.Sitecore().Field("Content", Model.Item)</div>

WebForms - Sublayouts

However if your Sitecore solution is using WebForms with sub-layouts then thing's get a little trickier. Unlike with the View Rendering there is no equivalent of Model.Item so a bit of work is required to get the Data Source Item.

If you check to see if the controls parent is a sublayout, you can then cast it as a sublayout and access the datasource property from their. You will then need to set the Item property of each of the Sitecore Controls in your sublayout. In this example the Sitecore Control is being referenced by controlled in the code.

Item DataSource;
if (Parent is Sublayout)
 DataSource = Sitecore.Context.Database.GetItem(((Sublayout)Parent).DataSource);

controlId.Item = DataSource;