Manage Content in a Channel - BloomReach Experience - Open Source CMS
07-01-2019

Manage Content in a Channel

Introduction

Goal

Create, edit, select, and publish content in a channel directly within the channel preview.

Background

Bloomreach Experience Manager provides two ways to manage content:

This page explains how to create, edit, select, and publish content directly in the channel preview.

Instructions

Open the Channels perspective and select a channel from the channel overview.

Notice the document icon in the top right in the toolbar. By clicking on it, it lets you show or hide the Manage Content buttons in the channel preview.

                                  
Manage Content buttons hidden Manage Content buttons visible

In the channel preview, browse to the page on which you want to manage content. Make sure you have the document icon (mentioned above) selected.

You will see Manage Content buttons on your page.

There are different types of Manage Content buttons:

The edit content button

The select content button

The create content button

In some scenarios the ‘parent’ buttons may also have speed-dial buttons which appear when you hover over them:

            

This is because you may have the option of editing existing content, creating new content, or selecting existing content for a single content item.

To Edit Content

Click on the Edit Content button for that content item:

A visual editor slides into the screen from the right side:

You can now edit the content fields for the relevant content item.

Click Save to save your changes, and Close to close the editor. If you click Close without saving your edited content you will be shown a confirmation dialog to confirm this is the action you want to take:

Clicking Discard will remove your changes to the document. Clicking Cancel closes the dialog; the visual editor remains open so you can decide what action you would like to take next; your changed content remains. 

On saving your changes you will notice that the Save  button switches to a Publish button:

Users with editor privileges are able to click this button and directly publish the edited content within the context of the channel manager. They are asked to confirm they want to publish the updated document before the action is taken:

Users with author privileges cannot publish directly from the channel manager, however they can submit a publication request from the channel manager; on clicking the Publish button they are shown a lightbox asking them if they want to submit a publication request for the edited document:

If a publication request is submitted by an author the document is no longer editable and goes into a waiting to be published state; the channel manager visual editor updates to reflect this:

The author can choose to cancel the request via the Cancel Request button. On taking this action the document is released for editing and the visual editor again updates to reflect this.

An editor or admin can accept, or reject the author's request from the document editor view: read more about this process here

You also have the following options through the icons in the toolbar at the top of the visual editor:

Switch to content editor. Switches to the Content perspective and opens the document in the fully-featured document editor.
Full width. Enlarges the editor to the full width of the Channels perspective.
   This icon represents that the document currently opened in the visual editor is published and online. If you click on it you will be taken to the document viewer in the Content perspective.
   This icon represents that the document is online but has unpublished changed. If you click on it you will be taken to the document viewer in the Content perspective.
   This icon represents that the document is offline. If you click on it you will be taken to the document viewer in the Content perspective.

Notes

  • Note that not all field types can be edited in the channel preview. Field types that can't be edited in the channel preview must be edited in the document editor. You are informed of this need by a message shown at the top of the visual editor:
  • Any changes you make while editing a document within the channel preview are automatically saved to a draft version of that document. If you exit the CMS or your login session expires, the saved draft version will still be there after you login again so you can continue editing.

To Select Content

Click on the magnifying glass button (could be an orange button as shown above or a speed-dial button shown on hover) for the content item you want to select content for; a link picker dialogue will appear which allows you to select what document you would like the content item to use.

Search or navigate through the content folders to find the desired document. Click once to select a document and then click the OK button.

Clicking OK will close the link picker and the chosen document will be displayed in the relevant content item:

To Create Content

Click on the + button for the content item you want to create content for; on doing this a Create content panel will slide into view from the right-hand side:

The Create content panel will ask you to give the new content a document name, URL and folder location. The URL and folder location will be automatically populated for you based on the document name given and document type, but you can edit the default values given (choose a different folder location or edit the URL).

Once you have filled in these basic details click the Continue button; the panel will update and you will be asked to fill in more information which the new content will use:

The fields you are asked to fill in are dependent on the document type.

Once you have populated the fields shown click Save. Taking this action switches the Create content panel to the visual editing panel (allowing you to publish or continue editing the new content ) and the new content will appear automatically in the relevant content item in the channel preview:

NOTE: clicking Discard will delete the new content entirely; it will not be present in the content repository, usable in the channel, etc.

In the above example the newly created content appears automatically in the chosen content item; however, if the content is ‘dynamic’; such as an event or news item then this may not be the case.

For example:

The above is an events list and you can click the orange + button to create a new event item. Doing this results in the same functionality as described above; the side panel slides out and asks you to create the new content.

However, after creating the new content in the side panel and clicking Save the new event may not appear immediately in the content item. This could be because of the configuration of the content item. For example, the ‘events list’ is configured to only show 3 items at any one time, and if the new ‘event’ is item number 4 then it will not show. Perhaps the content item is configured to only show events within a certain date-range and the new event is not within this range. If you create new content, and it does not show automatically within the relevant content item, it is likely due to the configuration of the content item.

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