Editing content fields
Sections
When first creating a section
Relevant roles: Webmaster, Section Manager
1. Go to your workbar and select the plus icon
2. Select ‘Section’
3. Add your title and description
4. Relate section to make it a subsection
5. Order section
All other fields are optional, the section will remain unpublished until you check ‘Publish’.
6. Save
If your section is unpublished…
7. Go to your profile menu and select ‘Enable Preview Mode’
Editing section content
1. Go to your created section
2. Select ‘Edit’ in the top right corner
3. Select ‘Content’ from the dropdown menu
4. Add to or change the necessary fields
5. Save
Relating a section
The relationship between sections is what creates the structure and flow of information on your site. When you relate a section to another section, it becomes a subsection. If a section is unrelated, it will feature in the main menu of your site.
1. Go to your workbar and select the plus icon
2. Select ‘Section’
3. Add your title and description
4. Relate section to make it a subsection
5. Choose to restrict the section, making it visible to members only
6. Choose to publish the section
7. Choose to archive the section
8. Save
Content types
Creating a content type
Relevant roles: Webmaster, Publisher, Editor, Author
1. Go to your workbar and select the plus icon
2. Select the content type you want to create, e.g. ‘Page’
3. Add your title, summary and body
4. Format your body content, this might include embedding a video or audio file
5. Add an image that will display in widgets (optional)
6. Add an attachment that might be a supporting download (optional)
7. Add an ‘Owner’, which is a mandatory field
8. Add links, tags, etc. if you wish (optional)
9. In the right-hand drawer, ‘Relate to section’ to determine where your page is displayed
10. Choose a ‘Workflow state’
Note, if you are an author you can only choose between ‘Draft’ and ‘Needs review’. If you are an editor, you can only choose from ‘Draft’, ‘Needs review’, and ‘Reviewed’. If you are a publisher, you can choose from Draft’, ‘Needs review’, ‘Reviewed’ and ‘Published’.
11. Add a workflow comment (optional)
12. If publishing, choose to publish immediately or schedule for a future date and time
13. Set a review date (optional)
14. Add a revision log comment (optional)
15. Save
16. Order section
17. All other fields are optional, the section will remain unpublished until you check ‘Publish’.
18. Save
Editing a content type
1. Go to your created content type
2. Select ‘Edit’ in the top right corner
3. Select ‘Content’ from the dropdown menu
4. Add to or change the necessary fields
5. Save
Note: if you are changing a workflow state from published to draft, needs review, or reviewed, you are creating a revision in that workflow state and not unpublishing the page. You need to go to the ‘Revisions’ tab to unpublish the page.