Template Viewer Enablement and Configuration

This guide explains how to set up and use the Template Viewer component to display Nimble Create templates within the Member Portal, enabling dynamic, reusable, template‑driven content without custom development.

Template Viewer is the supported mechanism for surfacing Create templates in Member Portal experiences.

Prerequisites

Platform Requirements

• Member Portal using an Aura‑based Experience Cloud site
  Template Viewer is not supported in LWR sites and should not be used in those environments.

Access & Permissions

• Admin access to Experience Builder

• Access to Nimble Create and existing Create templates

• Member Portal profiles require access to the TemplateViewerComponent and TemplateViewerComponentController Apex classes

High‑Level Setup Flow

1. Create or identify a Nimble Create template

2. Add Template Viewer to a Member Portal page

3. Configure the component to reference the template

4. (Optional) Pass parameters to support dynamic data

5. Test in Member Portal context

Step 1: Create or Prepare a Nimble Create Template

Template Viewer renders existing Nimble Create templates, so the first step is ensuring your template is ready for use.

Step 2: Open Experience Builder for Member Portal

1. Navigate to Setup → Digital Experiences

2. Open your Member Portal site

3. Launch Experience Builder

Template Viewer should appear in the component list.

Step 3: Add the Template Viewer Component

1. In Experience Builder, select the target page

2. From the Components panel, locate Template Viewer

3. Drag and drop the component onto the page

Template Viewer is a Lightning Web Component (LWC) and can be placed anywhere standard LWCs are supported.

Step 4: Configure Template Viewer

Required Configuration

• Template Selection
  Select the Nimble Create template to be rendered

Optional: Parameter Configuration (Advanced)

Template Viewer is designed to support parameter passing to templates to enable dynamic behavior.

Common Parameter Use Cases

• Passing an Account ID

• Passing a Record ID

• Passing values from URL parameters

You can specify an exact value for a parameter by adding it to the LWC Parameters input in the following format:

param1=a11ao000004F8KjAAK

To pass parameters dynamically, using URL Params, then configure the parameters for the LWC as follows:

param1={id}

and the URL will look like: …/s/[templatepage]?id=a11ao000004F8KjAAK

To pass multiple parameters, using URL Params, the params will look like this:

param1={id}&param2={stage}

and the URL will look like: …/s/[templatepage]?id=a11ao000004F8KjAAK&stage=Processing

To access the Current Account Id, set the template parameters in the LWC as follows (no need to use URL Params):

param1=currentAccountId

Step 5: Publish and Test