Edit Mode: Content Editing operations

  Written by The Jahia Team
 
Marketers
   Estimated reading time:

1 Introduction

1.1 What is Digital Experience Manager?

Digital Experience Manager is a platform for managing and publishing content intended primarily for the web and mobile devices. Digital Experience Manager provides creation and administration tools to build and update Internet sites, as well as intranets, personal portals and even more specialized applications such as forums, blog platforms or cloud-based document sharing.

Digital Experience Manager’s primary role is to provide users with personalized interfaces based on the type of permission they have received from the platform administrators. These interfaces enable users to perform the following operations:

  • author content (through direct entry, cut-and-paste, importing, etc.);
  • manually or automatically organize content;
  • manage access rights to the content;
  • categorize content to make it easier to access;
  • make content available to authenticated or unauthenticated visitors;
  • and publish content.

1.2 Who is this Guide intended for?

There are several access levels in Digital Experience Manager. Each is adapted to users with different profiles and tasks. This guide is intended for users with access to Contribute Mode, which is the application’s simplified work mode. These users are grouped together under the name “contributors.” All contributors share access to the same functions and are not further divided into more specialized profiles.

This guide provides an overview of all functions available in Contribute Mode. Depending on the particular configuration of your website pages, some of the functions in Contribute Mode may not always be accessible because the administrators have chosen to set it up that way. However, all functions described here are potentially accessible to contributors. If a function you need does not appear on a given page, you can ask your administrators to change this setting.

2 Main Concepts

2.1 A simplified work mode

Digital Experience Manager essentially offers two work modes. The Edit Mode provides access to a large amount of features and information about the content stored in the platform and its life cycle. This mode allows authors to perform virtually any task, including the most sophisticated ones. This vast range of functionalities may seem complex for some and may require a powerful computer to be leveraged fully.

The Contribute Mode was set up to provide the exact opposite: features limited to the basics and the ability to manipulate content without editing the main structure of the website and its related pages (display options, user rights management, and changes to the tree structure are some examples of items that cannot be changed using the Contribute Mode). Finally, no sophisticated interface needs to be loaded in the Contribute Mode, so web pages remain light and easy to edit, even with less powerful configurations.

Thus, by design, the Contribute Mode is targeted to certain types of users:

  • occasional users
  • users who lack specialized training
  • users without a powerful computer

or for specific situations:

  • low bandwidth, remote access, mobile editors
  • adding content quickly.

2.2 Accessing the Contribute Mode

The Contribute Mode can be accessed once you have been authenticated on the site you wish to edit.

The easiest way to proceed is to go to the page you want to edit then authenticate using the login/password form. If the site's authentication form appears only on the home page, you can login on that page then go to the page you want to edit.

Once you are authenticated, a new “Contribute” link will appear on your pages. When you click on this link, the current page will reload, and if some areas in the page are editable, they will contain easily recognizable “action buttons.”

When the page reloads, its related URL gets the “/contribute/default/ “ path in front of the page name.

You can also

  • access the Contribute Mode interface through your dashboard (http://your-domain/start/)
  • select “My Web Projects” in the list of entries in the left panel
  • click on the green arrow in the “contribute” column in front of the site you want to update

2.3 Storing Content

The primary role of a Content Management System such as Digital Experience Manager is to store the data placed in it and enable editors and contributors to manage this data (adding, editing, categorizing and sorting data, etc.). Its secondary role is to make the data available to users who will only be viewing it, by applying specific, editor-defined rules: display rules, access rights, data organization in the form of web pages, etc.

To perform these tasks properly and ensure secure data access, Digital Experience Manager has two content storage spaces (think of this as two hard drives). The Workspace (hard drive no. 1) stores the content inserted by editors and contributors. The Viewing Space (hard drive no. 2) contains copies of the content that are visible to those visiting the site. The passage from the Workspace to the Viewing Space is called Publication and is comparable in every respect to the functions with which you are already familiar in routine computer work such as copying a file from one disk to another or synchronizing data to a USB flash drive.

When you add or edit content in the Contribute Mode, you are not working directly on the visible content in the Viewing Space, but on content stored in the Workspace. Consequently, your changes will not be visible until after you have completed the publication operation.

2.4 Available Functions

The functions available in the Contribute Mode are limited to:

  • creating new content;
  • editing existing content;
  • deleting existing content;
  • reordering existing content in a list;
  • and requesting publication of recent changes.

Not all pages are configured to be editable through the Contribute Mode: the option of making pages editable through this mode is at the sole discretion of the site developer or webmaster - they may also define, for instance, that some page type can’t be edited through the Contribute Mode, or can always be or can be under specific conditions. If you browse a site using the Contribute Mode and there aren’t any edit controls on the page or on part of the page, it may be by design (you may not have permission or the elements may not be open to the Contribute Mode).

 

3 Contribute Mode Overview

 

When you switch to the Contribute Mode, the menu bar appears at the top. This menu bar is black by default on Digital Experience Manager, but it may look different if customized for your specific platform.

3.1 Top Menu

This menu bar contains a series of menus and buttons that can be used immediately.

3.1.1 The “Mode” Menu

  • Live: opens the current page in Live Mode (i.e. the page as it is currently published and as visitors can see it).
  • Preview: opens the page in Preview Mode, i.e. as it would appear to visitors if it were to be fully published now.

3.1.2 The “Site” Menu

  • Homepage: takes you to the site’s homepage.
  • Content: opens in full screen the list of content items stored in a directory named “contents” and not directly in the pages of your site. This way of organizing contents not in pages but in simple folders (i.e. totally unrelated to the location where these contents may appear later) is called “out-of-context editing”. This mode is designed to meet specific needs (organizational, ergonomic or technical). If it is necessary to use this mode in the framework of your project, you will definitely be notified by the people in charge of the site(s).
  • Files and Images: lists files and directories containing the site’s files (images, PDFs, videos, office documents etc.). It is not possible to handle files from this interface, which is purely intended for browsing purposes (and also useful for downloading site files from the server to your computer).
  • New Page: creates a sub-page of the current page.

3.1.3 The “View” Menu

  • Compare with published version: opens a user interface in full screen mode. The published page – as it appears to site visitors – is shown on the left, the working page - as it would appear if published entirely – is displayed on the right.

3.1.4 The “Publication” Menu

  • Publish <name of the selected item>: requests the publication of the selected item, i.e. its availability in the Viewing Space. If no specific item is selected in the page, the publication request will concern the entire page.
  • Unpublish < name of the selected item >: requests the removal of the selected item from the Viewing Space. If no specific item is selected in the page, the unpublication request will concern the entire page.
  • Publication Status: displays layers over the page with information about the status of each content item: published, unpublished, modified since last publication, never published.

3.1.5 The “Workflow” Menu

  • Workflow Dashboard: opens a user interface listing all current workflows on which the current user is able to perform an action.
  • Start Workflow: starts the publication workflow.

3.1.6 The “Managers” Menu

Contributors have normally access to two managers

  • Content Manager
  • Document manager

If the Contributor role is configured differently or if the user is in Contribute mode but has a role granting access to other managers, they will appear.

3.1.7 The “Edit” Menu:

This menu appears only if at least one area of the page is open to contribution. The entries in this menu only have an effect if a content item has previously been selected in the page by clicking on it.

  • Delete: deletes the content item selected in the page.
  • Copy: copies the content item selected in the page.
  • Cut: copies the content item selected in the page and removes it from its initial location after it has been pasted.
  • Paste: this option is available only if either of the “Copy” or “Cut” options has been used previously.

3.1.8 The “trash” button

This button opens a window listing all deleted items in the site. A deleted item disappears permanently once the page that contains it has been published. As long as a publication has not occurred, the contents listed in the trash are still visible and the deletion can be canceled.

3.1.9 The User Menu (logged as <username>)

  • My dashboard: redirects to your personal personal dashboard.
  • Log Out: ends your session as a connected user. You become a simple unauthenticated visitor and you are redirected to the published version of the current page.

3.1.10 The Language Selection Drop-Down List

  • Displays all the languages that have been declared for the current site and makes it possible to reload the page in the selected language. Please note that a language can be declared and editable in contribute mode but may not –yet- be present in live mode (meaning for visitors)

 

4 Description of Contribution Functions

 

We will now describe the functions available in Contribute Mode, their specific attributes and the way they are used, with the exception of the publication function. Publication will be described at the end of this guide since it is the function used to conclude a working session any time content is added to a page.

It should first be noted that in theory all functions listed here are available to contributors, but this does not necessarily mean they are always available. Platform administrators can selectively decide that one function will be available on Page A, but another will not be available on Page B.

4.1 Recognizing Contributable Areas

In a page, when a specific area is open for contribution, one or more buttons with a blue “plus” sign appear at the bottom of this area.

When the mouse goes over the button, the complete area is bordered so you can visualize where the content will appear and be sure that you’ve selected the correct area, in case multiple areas are nested like it can happen when using components to create rows and columns for instance.

Additionally, the elements (content items) of contributable areas that can be edited are outlined with a blue border when hovered with the mouse cursor.

A page may contain no contributable area, a single contributable area or several areas, each with its own settings.

4.2 Adding New Content

New content items can be created in contributable areas.

There are two possible cases: a contributable area can either receive any type of content available on the platform, or the allowed content types were previously specified by the administrators, thus limiting the options offered to contributors.

4.2.1 Case 1: Any Content Type

A contributable area that can receive any type of content has an “Any content” green button at its bottom.

Clicking on this button displays a floating window where you can select the type of the content item to be created. The content types are sorted into categories, with the most frequently used located in Content: Basic, Content: Structured and Content: Multimedia.

In this window, the various content types are gathered into large categories. Clicking on the arrow before the name of a category will list the types of contents available in this category.

 

If you already know the name of the desired content type, enter its name in the filtering field at the top of the window (the list refreshes automatically as you type).

 

 

Once the desired content type has been selected, click on OK. The window closes and an editing form for the selected content type is displayed in full screen.

 

 

4.2.2 Case 2: Predefined Content Types

 

When restrictions are set on the content types allowed in an area, Digital Experience Manager automatically displays a button for each allowed content type. In the example below, only “event” items are allowed.

Click on the “Event” button to add an item in the list.

If several content-types are allowed (but not all) several buttons appear. In the following example, the following types are allowed: rich texts, images and introductions

In that case, simply click on the relevant button to display the editing form for the desired content type.

4.3 Editing Existing Content

To edit an existing content item in a page, place the mouse cursor above it (provided that the content item is open for contribution) and double-click or alternatively, right-click to display the contextual menu and select “Edit”.

Both methods have the same result: the editing form is displayed in full screen, with each field pre-filled with the current content. This form is covered in more detail later in this documentation.

Once the form’s fields have been modified according to your needs, click on “Save” to save your changes. The editing form closes and the page is displayed with the updated content.

4.4 Reordering Content items

Reordering content items in a contributable area is done using drag-and-drop. Click on the content item you wish to move, hold the mouse button down while you move the item to the desired location and release the mouse button.

When you start moving a content item, a reduced version is displayed for readability purposes.

 

When the insertion is possible a dotted line indicates the location where the content item will be moved if you release the mouse button and the icon

 becomes
.

 

 

Once the content item has been moved, the list is updated.

 

If the location where you want to move the content item is not available, the interface will show a “forbidden” sign on the reduced version of the content item.

If you release the mouse button over a location that is not available, the content item will be automatically sent back to its initial position.

Please note: if you have been trying to move a content item but the list is not reordered and if moving an item does not seem to have any effect, it means that the list was configured to be sorted automatically by the administrators (by date, by alphabetical order etc.) and it is not possible to reorganize it manually.

Important: when a contributable area is reordered, it is considered by Jahia Digital Experience Manager as modified and the page must be (re)published for this change to be visible by all site visitors.

4.5 Deleting Content

In order to delete a content item, simply select the item, right-click and select “Delete” in the contextual menu. It should be noted that for security reasons, contents are never deleted immediately (to avoid permanent deletion in the case of a bad manipulation).

You can add a comment when deleting an item. It will be readable by the people in charge of accepting or rejecting the content deletion.

When you validate the confirmation/comment dialog, the page is refreshed and the content to be deleted is marked distinctively.

If the content item to be deleted has never been published, you can delete it immediately and permanently by clicking on it again and selecting “Delete permanently” in the contextual menu.

If the content item has already been published, it cannot be completely deleted on the fly, the deletion will occur only after a publication process in which the deletion request will be accepted by someone with enough rights. This mechanism ensures that the staging page and the live page remain coherent and avoid later conflicts.

If you want to cancel the deletion request, you can click on the content and select “Undelete” in the contextual menu.

If you, or any other user tries to edit the “marked for deletion” item, the Edit-Engine will be intentionally locked.

To view the list of items pending deletion, click on the “Trash” button in the toolbar. A full screen interface will be displayed.

If you have permissions on the various content items, you can:

  • Cancel the deletion request, by clicking on the “Undelete” button;
  • Delete a content item permanently if it has never been published, by clicking on the “Delete” button;
  • Preview the content and read the comment left by the person who requested its deletion by clicking on the “Information” button. The comment will be displayed in the grey area located at the top of the screen.

4.5.1 Creating Pages

To create a new page, you have to navigate to the page that will be its parent page. Once you are on the parent page, in the “Site” menu of the tool bar, click on “New page”. Give the page a name and choose a template, then validate your entry. The new page should appear in the menu, as a child of the current page. Note that that your user need sufficient permissions.

4.5.2 Duplicating Content items (Copy and Paste)

Digital Experience Manager makes it possible to duplicate content items on which you have contribution permissions via the well-known copy and paste functions. Copied content can be pasted in the same page or in a different page. Once copied, the duplicated content loses all links with the original content (just like when you duplicate a file on your computer) and can be freely edited.

To copy a content item, place your mouse cursor over it, right-click and select “Copy” in the contextual menu.

Once a content item has been copied, all contributable areas that are compatible with this content type – including its original area – display a “Paste” button.

Click on this button to paste the copied content. The area will refresh to display the duplicated content and the “Paste” buttons will disappear from all contributable areas.

4.6 Moving Contents (Cut and Paste)

To move a content item from a contributable area to another contributable area, whether within the same page or to another page of the site, the process is similar to that of content duplication but instead of selecting “Copy” you must use “Cut” in the contextual menu.

When the content is cut, the “Paste” button appears on all contributable areas that are compatible with its content type.

When clicking on the “Paste” button, the content disappears from its original location and appears in the area where it has been pasted.

4.7 Publishing Changes

For the changes made in Contribute Mode to be visible by site visitors, the modifications must be published, i.e. be copied from the Workspace into the Viewing Space. The publication process is covered in detail at the end of this documentation.

 

5 Editing GUIs

 

When you create a content item or edit existing content, you do so via an editing form that is displayed in full screen.

When creating content, the form is empty, except if some default values were configured by the site creators. When editing content, the fields are pre-filled with the existing content.

For a standard contributor, this form contains four tabs. For users with more advanced roles who have access to Contribute Mode, additional tabs may appear which are explained in the Editor’s Guide.

5.1 The “Content” Tab

This tab makes it possible to edit the “real” content of the item, i.e. the actual data that make it up.

If you are working on a multilingual site, the fields that can have a different value in each language will have a small icon displayed after their name.

If the icon is not displayed, it means that the field is not multilingual and its value will be the same in all languages. Whether a field is multilingual or not was configured when implementing the structure of the site and this cannot be modified via editing interfaces.

You may want to store the same value in all languages, even though a field is multilingual. In order to avoid that contributors waste their time going from one language to another, the “Copy to all languages” button was designed for this purpose.

Fields known as “rich-text” can receive an unlimited number of characters. They are displayed as a Microsoft Word-type editor, which is familiar to most users.

This editor makes it possible to do basic formatting (bold, italics, underline, center, align left or right...) and to paste data from external software without any unwanted mark-up or formatting. Finally, the editor makes it possible to insert tables, links and images. Inserting a link or an image is done via a floating window called “picker” that allows for easy navigation through content items or files and images on the server.

5.2 The “Metadata” Tab

This tab displays information “about” the content item, not the content itself. This includes information that is automatically captured by the system such as the author’s name or the content creation date, or information that was manually entered by the editors/contributors to give more details about the content item, like keywords or a description.

It should be noted that complementary metadata can be added according to the needs of your project. The following screenshots show the default metadata in Jahia Digital Experience Manager.

Metadata are generally not displayed directly to visitors, like keywords or a description, but rather used for management purposes (knowing who did what) or for search and categorization.

To add a tag on a content, just type the desired word(s) then click the add button. The tag name will appear instantly with a red cross to delete it if necessary.

You can add several tags at once, using commas as separators between each of them

A tag can contain one or several words

The tag field is enhanced with assisted typing, as soon as you start typing 2 letters in the tag field, Digital Experience Manager will suggest a list of existing tags starting with those letters

A new Site Administration panel has been created to allow site administrators and authors with proper rights to manage all the tags applied on the site, both by authors and by visitors (if your site uses folksonomy and public tagging features). Please refer to the Site Administrator Guide to have detailed information about this tags management panel and associated features.

5.3 The “Categories” Tab

It is a tree of concepts, maintained and organized by administrators with sufficient permissions.

The top of the screen shows the categories applied on the content item the contributor is currently working-on (in the following screenshot “Annual filings” and “allMovies”). The below half of the screen show the tree of available categories. To apply a category on the content item, just click on an empty checkbox. Instantly the selected category will appear in the top part of the screen.

 

6 Out-of-Context content items

 

As briefly mentioned when reviewing the menu bar buttons, Digital Experience Manager makes it possible to create content that is not directly integrated into the pages of a Website (this is known as “in-context” editing) but rather stored in a simple directory structure – a bit like when you place office documents inside folders on your computer’s hard drive.

6.1 Accessing Out-of-Context Editing

To go to the out-of-context editing space, click on the “Content” item under “Sites” in the menu bar at the top of the page.

The current page is then replaced by a generic user interface (without the styling of the site on which you are working, since this is out-of-context editing). At the center of the page, a simple table lists the currently used content items, and in the left column you will find filters based on the categories applied to the contents. Note that the following screenshots were not taken using the demo site “Digitall”.

Example of the listing of a content folder

From this interface, content can be created and manipulated identically to what we previously saw with “in-context editing”.

 

6.2 Editing a Content Item

 

To edit a content item, right-click on its title and select “Edit” in the contextual menu.

This screenshot is not from the demo site “Digitall”

6.3 Deleting a Content Item

To delete a content item, right-click on its title and select “Delete” in the contextual menu.

This screenshot is not from the demo site “Digitall”

6.4 Navigating Within the Directory Structure

- Click on a folder to display its contents;

- click on the icon

 at the top left of the table to go up one level;

- use the “Site > Content” menu to go back to the root of the out-of-context content items.

6.5 Filtering Contents

By default, the out-of-context editing interface makes it possible to filter the list of content items by their tags or categories. If the content items are not tagged or linked to any category, no filtering is offered.

When tags or categories are added to content items, they appear on the left side of the page. Other filters can be added on your platform. Tags and categories are the filters available by default after installing Jahia Digital Experience Manager. If you need additional search or filtering tools, you should ask your platform administrators. 

This screenshot is not from the demo site “Digitall”

Filters work from the folder where you are located and return all content items in this folder and all sub-folders, whatever their level. Therefore, when selecting a filter, content items from sub-folders may appear, making it possible to quickly make searches as soon as the out-of-context contribution interface is displayed.

This screenshot is not from the demo site “Digitall”

Of course, when navigating to sub-folders and using filters, only the items located below your current location will be displayed.

Naturally it is possible to select several filters at the same time: only the items matching all selected filters will be displayed. For example, in the following screenshot, only one item matches both the “news” and “uranus” tags.

This screenshot is not from the demo site “Digitall”

 

7 Images and Files

 

Contributors can browse the directories containing the files (office documents, videos, sounds...) and images for the site via an interface similar to the out-of-context editing interface.

7.1 Viewing a File

To view a file, click on its name. The file appears in full page.

 

7.2 Editing File properties

 

To edit properties of a file, right-click on the file name and selected “edit”.

 

The editing form is displayed. It shows a number of read-only properties – such as width and height for images – and makes it possible to edit properties such as the file’s title, description, tags and categories. The number of fields depend on the file itself, as Digital Experience Manager extracts metadata information from the files.

 

 

7.3 Deleting a File

 

To delete a file or a directory, right-click on its title and select “Delete” in the contextual menu. When deleting a directory, all the files and directories inside it are also deleted.

7.4 Downloading a File

To make a local copy of a file, click on the “Download” link in the second column of the table listing the files.

Please note: depending on your browser’s preferences, this will either open a new window to display the image or launch the download automatically.

7.5 Navigating Within the Directory Structure

· Click on a folder to display its contents;

· click on the icon

 at the top left of the table to go up one level;

· use the “Site > Files and Images” menu to go back to the root level.

7.6 Adding Files

To add one or more files to the current folder, click on the “Upload” button in the menu bar.

A floating window is displayed.

In the window that displays, click on “Select a File” and browse the local disk to the desired file, then select it and click on “Open”.

You can select an unlimited number of files. To transfer them to the server, click on “OK”. The higher the number of files and the larger their size, the longer the transfer time to the server.

7.7 Filtering Files

By default, the file browsing and editing interface makes it possible to filter the list of files by their tags or categories. If the files are not tagged or linked to any category, no filtering is offered.

When tags or categories are added to files, they appear on the left side of the page. Other filters can be added on your platform. Tags and categories are the filters available by default after installing Jahia Digital Experience Manager. If you need additional search or filtering tools, you should ask your platform administrators. 

This screenshot is not from the demo site “Digitall”

When clicking on a tag or category, the list is filtered and only the items with these tags or categories are displayed.

This screenshot is not from the demo site “Digitall”

8 Publication

As explained in the first part of this document, when changes are made in Contribute Mode, they are saved in the defaultworkspace and are visible only to other users with sufficient permissions to access this space (contributors, editors and administrators).

To make the information truly available to visitors, it must be published, i.e. copied into the live workspace.

8.1 Publication Status

At all times, the tool bar indicates the publication status of the page the contributor is currently working on.

If the page in the Workspace is published (i.e. there is no difference between the page and the version available to visitors), a green icon is displayed next to the “Publication” menu.

When one or more changes have been made in the page in the Workspace and the working version is no longer identical to the currently published version, a red icon with a pen is displayed.

When a page has been unpublished – I.e. it is no longer available to visitors – but still exists in the Workspace, a black icon is displayed.

It is possible to get more precise information, for each content item within the page, by using the “Status” option in the “Publication” menu.

Information layers are then displayed on the page. To mask these layers, refresh the page.

8.2 Starting a Publication Workflow

Contributors can request publication of their changes so that they are carried over to the Viewing Space. These requests must be approved by users with sufficient permissions in a process called Publication Workflow. Publication workflows can be more or less complex and involve a varying number of users, but from the contributor’s point of view this has no consequence: the procedure to perform this request is still the same.

8.3 Scope of the Publication

It is possible to publish:

  • an item within a page;
  • an item and all its children;
  • an entire page (without its subpages).

Generally speaking, the more precise the publication request, the easier it will be for the people in charge of validating it to do a quick and efficient job. If only one item was changed in a page, it will be more efficient to request the publication of this specific item rather than the entire page – in which case the reviewer would have to try and understand which precise part of the page was modified. If multiple items were edited and they should be published together in order to make sense, then it is preferable to request the publication of the entire page.

It should be noted that in Contribute Mode, when a complete page is published, its subpages or the items that were modified in its subpages are not automatically published with it. Therefore, it is necessary to make a publication request for each modified page.

8.4 Selecting the Items to Be Published

To publish an individual item within a page, click on it to select it, then choose “Publish - <name of the selected item> “in the tool bar’s “Publication” menu. Right-clicking on the selected item brings up the same option in the contextual menu.

To publish an entire page, no individual item should be selected in the page (if necessary, click anywhere in the page outside of any contributable area to deselect all items). Choose “Publish <name of the page> <language>“ in the tool bar’s “Publication” menu.

Once the publication request has been made, a form is displayed in full screen mode. This user interface contains three tabs.

8.5 Workflow Form

The first tab shows a summary of the number of items concerned by the publication request and the nature of publication types (modified, new or deleted items). A pre-filled title field makes it possible to describe the workflow, for the people in charge of validating it. This title can be freely modified by the contributor requesting the publication.

The second tab allows the user requesting the publication to add a comment that will be shown to the reviewer(s).

Don’t forget to press the button “Add comment”.

The third tab gives a detailed view of all the items involved in the publication process, item by item. The items are gathered under the page where they are in use.

The publication request will only be active after this form has been submitted (the button circled in green in the screenshot below). If the contributor wants to cancel the publication request at this stage, they still can, by clicking on the “Cancel” button (circled in red in the screenshot below). If the user has the permissions to publish the content, then the button “Bypass workflow” will be displayed.

Once the publication workflow is launched, the involved items can no longer be edited until publication is accepted or rejected by the users in charge of validation.

 

If a contributor tries to edit an item locked by a publication workflow, the editing form will display the item’s properties but will not allow any changes (“read-only” mode).

 

8.6 Workflow Dashboard

At any time, users can display the list of current workflows in which they are involved by selecting “Workflow Dashboard” in the tool bar’s “Workflow” menu:

  • the workflows they started (publication requests);
  • the workflows for which they have a reviewer role, provided they have validation rights on certain parts of the platform’s site(s).

8.7 Publication and Languages

A publication request is always performed for one specific language at a time. If a content item or a page have been modified in several languages, a publication request must be made for each language, by changing the language with the drop-down menu in the toolbar and making a new publication request each time.

Although this procedure may seem tedious for a contributor who would be in charge of several languages, it has some obvious benefits in the context of working within an organization on projects involving several people and refined Web project management:

  • it is possible to update a language without forcing the update of other languages;
  • it is possible to split the work (editing, translation tasks) between different people working at a different pace;

it is possible to define advanced workflows specifying that when the publication of a content item in a language is requested, a request for translating the changes into another language is automatically issued.

9 The Managers

The Managers are dedicated user interfaces that make it possible to browse through the platform’s content directory structure and to view or edit information that is not normally available in Contribute Mode.

Access to the Managers was added for some specific roles so that the administrators (Webmaster, editor-in-chief...) can perform advanced operations – especially permissions management – on content items, whether out-of-context or in the context of a page, without systematically having to switch to Edit Mode.

A standard contributor cannot access them.

Since understanding the effects and the details of the functions available here does not concern standard contributors, but rather advanced users, we will cover them briefly for the mere sake of information. However, for more details about the available functionalities and how to use them, please refer to the Editor’s Guide.

This screenshot is not from the demo site “Digitall”

In the above screenshot, you may notice that the Content Manager shows the same contents as those previously displayed in the out-of-context contribution page.

The main differences are:

  • the presentation as a dedicated tool;
  • the tool is divided into three panels;
    • a directory structure on the left;
    • the main panel (top right), lists the children of the item that is selected in the left panel;
    • the bottom right panel, which displays detailed information (editable or not) about the content selected in the main panel;
  • the tabs in the detailed information panel contain more options than in the basic out-of-context editing interface.

    This screenshot is not from the demo site “Digitall”
  • The first tab shows read-only general information.
  • The second tab (Content) is similar to the one in the out-of-context editing interface. It shows the content item’s data fields, which can be edited.
  • The third tab (Metadata) is similar to the one in the out-of-context editing interface.
  • The fourth tab (Contribution) makes it possible to configure contribution on the current item.
  • The fifth tab (Options) displays options that are mainly specific to your platform or site.
  • The sixth tab (Roles) makes it possible to manage permissions on the current item.
  • The seventh tab (Usages) lists the locations where the current item is used as reference.
  • The ninth tab makes it possible to define the type of workflow for the current item.
  • The tenth tab makes it possible to view and possibly restore previous versions of the current item.
  • The eleventh tab makes it possible to create “Vanity URLs”, i.e. additional URLs that will be interpreted by Jahia Digital Experience Manager and that will redirect visitors to the current item.