Sitecore Content Hub: Helpful Tips and Tricks (Part 2)

Welcome back to the continuation of our Sitecore Content Hub: Helpful Tips and Tricks series!

Building on our first blog, we’ll dive deeper into practical tips for optimizing your use of Content Hub.

In this post, we’ll cover topics like using HTML components effectively, adding new asset types for better filtering, making custom pages visible in the menu, and correctly setting up and leveraging Copy Profiles.

Tip #1: Smart Usage of HTML Components

HTML Components allow you to embed custom HTML, CSS, and JavaScript directly into Portal Pages.
They're great for quick enhancements without needing a full React component setup.

Common Use Cases:

• Adding banners, instructions, and static messages.
• Lightweight DOM changes based on user roles or conditions.
• Applying simple custom branding touches to portal pages.

Step-by-Step Guide:

1. Navigate to Manage → Pages in your instance.

2. Select an existing page or create a new page.

 For this blog example, I created a test page:

• Click the ➕ sign next to "Home".
• In the popup, just enter the Page Name (example: "Test").
  
  
  

• Keep the other fields as default:

• Parent: Home
• Page type: Blank Page
• Master layout: Basic
• Click Save. Your page will be created.

3. Now, in your new page:

• In the Main Zone, click the ➕ Add Component button.
• Search and select the HTML Component.
  
  
  
  
  
• Give your component a Name (example: "Intro").
  
  
  
• Toggle the Visible switch ON to make sure it shows on the page.
• Save the component.

4. Once added:

• Click on the HTML Component you just added.
  
  
  
• Open Configuration.
• Click Source to open the HTML editor.
  
  
  
• Paste your HTML/JS code here.
• Click Source again to preview your changes.
  
  
  
• Save and Close.

5. Finally, back on the page layout, click View Page to see your live HTML Component in action!

Tip #2: Adding New Asset Types to Improve Filtering

Sometimes you may want to filter assets based on a custom asset type — like separating "Product Images" from "Marketing Banners" — instead of relying only on the default filters.

Creating a new Asset Type in Sitecore Content Hub helps users quickly locate specific groups of assets, especially when working with external systems or large imports.

Step-by-Step Guide:

1. Navigate to Manage → Taxonomy.

2. Search for the Asset Type taxonomy.

3. Open the Asset Type taxonomy and click ➕ Add to create a new asset type.

4. In the right-hand panel under the Main section:

• Fill in the Label field (e.g., "AI Asset").

5. Under the Technical section:

• The Identifier will auto-generate based on your label.
• Review other optional fields if you need specific technical settings.

6. Click Save to create your new Asset Type.

7. Now, tag assets with your new asset type:

• Go to Assets → open any asset.
• Edit the metadata to assign your new Asset Type (e.g., "AI Asset") to the asset.
  
  
  
  
  
  

This tagging is especially useful when assets are uploaded from external systems using Web Client SDK or external imports — you can immediately filter and verify that the imported assets are correctly categorized.

👉 Why It Matters:

• When assets are imported into Sitecore Content Hub (e.g., via automated integrations), being able to filter by custom asset types lets you easily verify how many and which assets have been ingested.
• It improves searchability and reporting for business users.

Tip #3: Making Custom Pages Visible in the Portal Menu

When you create a new page in Sitecore Content Hub, it doesn’t automatically appear in the navigation menu.
To make your custom page visible for users, you need to enable it manually through the page settings.

Step-by-Step Guide:

1. Navigate to Manage → Pages.

2. Create your own page if you haven't already.

    (You can refer to Tip #1 for detailed steps on creating a page.)

3. Once your page is created, search and open your page from the list.

    (👉 Quick Example Setup: Suppose you created a page called "AI Assets".)

4. Inside the page settings, you will see five tabs: Layout, Background, CSS, Info, Conditional

5. Click on the Info tab.

6. In the General section, find the field called Appears in menu.

7. Edit this field:

• Check the checkbox to enable Appears in menu.
  
  
  
  
  

8. Save your changes.

9. Refresh your portal pages —

Now you will see your newly created page automatically added to the main navigation menu. 

Important Note: 

The menu order in Sitecore Content Hub usually follows the structure that appears under the Pages section. You can easily change the order by dragging and dropping pages up or down within the Pages list. If you want your newly created page to appear first in the navigation menu, simply drag it to the top of the list, release it, and then refresh the portal. Your page will now be shown first in the menu without needing any additional menu configuration.

Tip #4: Creating and Configuring Copy Profiles

In Sitecore Content Hub, Copy Profiles are used to control how content is copied from a source entity to a target entity.

A Copy Profile defines the methods applied to each property and relation when copying an entity, determining whether a field is copied, kept, ignored, removed, overwritten, or appended.

Step-by-Step Guide to Create a Copy Profile:

1. Navigate to Admin → Copy Profiles.

2. Click the ➕ button to create a new Copy Profile.

3. In the dialog:

• Name: Enter a name for the Copy Profile (example: "Test Profile").
• Definition: Select the entity definition the profile applies to (example: M.Asset).
• Configuration: (Optional) You can leave this field empty at creation.
  
  
  

4. Click Save.

👉 Configuration Field:

(Optional) You can leave the Configuration field empty when creating a Copy Profile.
When you later edit the Copy Profile, the system auto-generates a configuration that lists all entity members (properties and relations) with their methods initially set to Ignore by default.
You can manually edit this configuration to change the methods (Copy, Keep, Remove, Overwrite, Append) for each member based on your copying requirements.

Step-by-Step Guide to Configure a Copy Profile:

1. After creating, find your new Copy Profile and click Edit.

2. The system displays a list of all entity members (properties and relations).

3. For each member, you can configure a Method that defines how it should behave during copying.

Available Methods:

Method	Description
Copy	Copy the value from the source entity to the target entity.
Keep	Keep the existing value in the target entity.
Ignore	Skip this member during the copy operation.
Remove	Remove the value of this member from the target entity.
Overwrite	Overwrite the value of this member on the target entity with the source value.
Append	Add the source value to existing values on the target entity (used for relations).

👉 Example Practical Setup:

Suppose you create a Copy Profile named "Test Profile" for the entity definition M.Asset.
When you edit the Copy Profile:

• For fields like Title and Description, you can assign the method Copy.
• For fields like Approval Status, you can assign Keep.
• For system or audit fields, you can assign Ignore.
• For multi-relations like Associated Products, you can assign Append if needed.

This configuration defines exactly how each member behaves when an asset is copied.

Important Note: 

• A Copy Profile does not initiate a copy operation itself. It defines how the copy should be performed when a copy is triggered.
• Only the methods Copy, Keep, Ignore, Remove, Overwrite, Append are available for configuration.
• When a Copy Profile is first created and auto-populated during editing, all members are initially set to the Ignore method by default.
• You can manually adjust the Configuration to set the appropriate method for each member based on your copy requirements.

📋 Final Thoughts

In this Part 2 of the Sitecore Content Hub: Helpful Tips and Tricks series, we explored some deeper practical areas — from using HTML components effectively, improving asset filtering through custom asset types, making custom pages visible in the portal menu, to correctly setting up and configuring Copy Profiles.
Each of these small but important configurations can significantly enhance how users interact with your Content Hub implementation.

Stay tuned for the next part. Until then, happy Sitecoring!😊