Working with Pages

This section describes how content authors can create and use pages to manage content. Templates are used for page layouts in Crafter CMS. A developer usually creates the templates that authors can then use to manage content.

Adding a Page

To add a page, in the Site Content panel, click on the Pages folder. Navigate to the level and location within the site navigation tree where you want to create the content, then right click on the parent page and select New Content

Content Author - Add New Page Content

You will then be prompted to choose a content type. Select a starter page template from the list shown, then click Ok to open the form. If you need a template that’s not available or want to modify the template, ask a developer to add/modify the template that you want.

Content Author - Add New Page Choose Content

A form will open containing the template selected. You can now start adding content. Required fields have a red ‘x’ after the field label. The number of required fields within each section is displayed in the Section bar for that section.

When data is entered into a field, the red ‘x’ will change to a green checkmark and the section bar will update with the new status.

Content Author - Add New Page Open Template

An action bar is available at the bottom of the screen that cannot be scrolled away. This bar allows users to Save & Close, Save Draft or Cancel.

  • Save Draft will save the content entered on the form
  • Save & Close will close the form and load the preview screen with the newly saved data.
  • Cancel will close the form without making any changes and will warn users if there are unsaved changes.
  • Page - Action Bar Minimize/Maximize Icon (arrow pointing up) will minimize/maximize the form.

An error form will appear when you try to Save and Close without filling out all the required fields.

Content Author - Page Save Error

Editing a Page

There are multiple ways to edit a page.

  1. In the Site Content panel, click on the Pages folder. Navigate to the level and location within the site navigation tree where you want to edit the content, then right click and select Edit. A form containing the page content you want to edit will open.
  2. Click on the pencil on the top right corner to turn on in-context editing if it’s not turned on yet. Click on the pencil on top of the content you want to edit. A form containing the page content you want to edit will open.
  3. In the Site Content panel, click on the Pages folder. Navigate to the level and location within the site navigation tree where you want to edit the content and click on it to display the page. Click Edit on the context navigation menu. A form containing the page content you want to edit will open.
Content Author - Edit a Page

Versioning

Crafter CMS tracks all changes to pages/contents/static assets in your site.

All page changes/versions can be viewed, compared with other versions and reverted to an older version. There are a couple of ways to view the History of your desired page. Navigate to the page you want to view the history of from the site navigation tree.

After selecting the page you want, click on the History menu of the context navigation menu at the top of your browser.

Content Author - Access Page History

Another way to view the history of a page is by right clicking on the page you want and then selecting History

Content Author - Page Access History Tree

Version History

There are a number of things that you can do in the Version History dialog. On the right hand side of the dialog, for each entry/version on the list, there are a number of actions that you can perform on the version you selected, represented by icons.

Actions
Description
View this version

View details of the selected version of the page such
as the creation date, last modified date, page content
Compare to current

Compares the selected version to the current version
of the page
Revert to this version
Reverts the page content to selected version

For each version listed, there’s a checkbox on the left, allowing you to select two versions and then compare them by selecting the Compare button. Please see figure below.

Content Author - Page History

Form based editing

Form controls are the building blocks of forms. It lets you get content into the system.

Forms are the means by which content is captured in Crafter Studio. A form generally maps to or represents a type of object in the system for example a certain kind of page - like a section page or a banner or video. Let’s look at some common elements of a form and examine some of the controls that we use to get content in to the system.

Content Author - Page Form

When a new page is created or a page is edited, the form interface for these functions will open in a new dialog. A user can Expand or Collapse all of the sections on the page using the “Expand All” or “Collapse All” links at the top of the page. Clicking the +/- control on the Section Label will toggle the expanded or collapsed state for each section.

The number of required fields within each section is displayed in the Section bar for that section.

An icon in front of the Section Label will display a red ‘x’ (when required fields are not complete), or a green check mark (when all required fields are complete) to denote status.

Every required field will have a red ‘x’ icon after it’s Field Label.

When data is entered into a field the red ‘x’ will change to a green check mark and the section bar will update with the new status. An action bar is available at the bottom of the screen that cannot be scrolled away. This bar allows users to Save & Close, Save Draft or Cancel, and minimize/maximize the form.

Save & Close will close the New Page/Editing dialog and load the preview screen with the newly saved data.

Save Draft will save your changes and leave the New Page/Editing dialog open

Cancel will close the New Page/Editing screen without making any changes.

The fields within each section are completely modular and can be applied to any given page as needed. This modularity allows us to craft edit pages for any new screens as they arise without the need for specific UI work on the edit screen.

Editing Controls

Here are some controls that authors may encounter while editing content:

  • Dropdowns - Allows the user to select an item from the list. When not selecting an item from the dropdown, the selected item is shown on the box.
Content Author - Form Control Dropdown Expanded Content Author - Form Controls Dropdown
  • Text areas - Allows the user to enter text up to the character limit indicated at the top of the text area input box.
Content Author - Form Control Text Area
  • Checkbox - Allows the user to make two choices, depending on what was setup.
Content Author - Form Control Checkbox
  • Group checkboxes - Allows users to select one or more items in a group
  • Input boxes - Simple text input control allows users to input text up to the character limit indicated next to the input box. The character limit specifies both the MAXLENGTH and SIZE attributes for the field. The character counter will count up as the user types into the field.
  • Date/Time pickers - The Date and Time input can allow entry of both Date and Time, only Date or only Time, depending on what was setup.
  • Rich text editors - What You See Is What You Get (WYSIWYG) editor that allows authors to arrange and style content without needing to know HTML. Below is a more detailed description on working in the RTE.
  • Repeating Group - Group of controls (1 or more controls) that can be duplicated multiple times by clicking on Add Another. If there are two or more instances, “Move Up” and “Move Down” links will be available which will move the group up or down in relation to the other group instances.
Content Author - Form Controls
  • Image pickers - Allows the user to select an image from whatever source is allowed, such as Upload Image or Existing Image (asset uploaded to the system). To select an image, click on Add (when there’s no image selected yet) or Replace to change the selected image
Content Author - Form Control Image Picker
  • Video pickers - Allows the user to select a video from whatever source is allowed, such as Upload Video (video to be uploaded) or Existing Video (asset uploaded to the system)
Content Author - Form Control Video Picker
  • Page Order - Allows the user to change the position of the page in the navigation structure. To change the position of the page, select Yes, an Edit Position button will appear. Click on the Edit Position button, a form will appear that lets the user drag and drop the position of the page the user is editing, called Current Page. The first time navigation is turned on for the page, the Current Page will always default to the top position.
Content Author - Form Control No Page Order Content Author - Form Control Yes Page Order Content Author - Form Control Page Order
  • Item Selector - Allows the user to select an item from configured sources. Clicking the Add button opens a menu that lets the user pick from the list. Clicking on Add & Close or Add Selection adds the selected item to the selector list
Content Author - Form Control Item Selector Content Author - Form Control Item Select
  • File name - Allows the user to enter a name for the file. Whitespaces are replaced by a dash automatically and a maximum length for the name is specified next to the filename input box.
Content Author - Form Control Filename

Placing Content Components

Drag and drop makes it easy for authors to visually assemble pages. Authors simply choose a component from a pre-defined list of components/widgets, drag them on to the screen, place them where they want (in defined drop zones), and then configure them. Authors may also move components from one zone to another or remove components.

The drag and drop panel puts the page in component construction mode. Regions on the page that are wired to accept components (“drop zones”) are highlighted. In the component construction mode, the user may drag an existing component or place a new component to be configured in the drop zone. The user may also drag a component from one region to another. Crafter Studio administrators can configure what components are available in this panel.

Content Author - Page Components

Drag and Drop Components

  • Placing new components

The user may create new components by dragging components from the panel (General section) out and on to the screen. A dialog is presented to the user when a new component is dropped on the screen so that the author can configure the component.

Content Author - Page Components General
  • Placing existing components

The user may add existing components into the panel by clicking on Browse Features. A list of existing components will be presented.

Content Author - Page Components Browse Features

Select a component and the list will close then prompt you to place the component somewhere in the drop zone.

Content Author - Page Components Browse Selected
  • Moving components around

Components inside the drop zones may be moved around to the desired position. Simply click, then drag and drop to the desired position in the drop zone. Notice the positions of the features in the image below compared to the image above.

Content Author - Page Components Move
  • Deleting components

To remove a component from the drop zone, simply click on the “x”

Content Author - Page Components Remove

Working in the Rich Text Editor(RTE)

The RTE (Rich Text Editor) is intended to provide an in-context editing experience from within a form (rather than a preview) that allows authors to arrange and style content without needing to know HTML. When clicking in an RTE field, the RTE toolbar will appear at the top, and is always available regardless of how far down you scroll in the RTE field.

Content Author - RTE Screen

There are a number of tools available from the RTE out of the box for editing your content. Custom tools may also be added to the RTE, depending on your needs. Please see the developer section Rich Text Editor (RTE) Setup of the docs for more details.

Here are the available standard formatting tools from the RTE out of the box:

RTE Toolbar Icon  
Content Author - RTE Tool Format Format Select

Format select - dropdown list that lets you change text format
Content Author - RTE Tool Format Select List
Content Author - RTE Tool Bold
Bold - make text bold
Content Author - RTE Tool Italic
Italic - make text italic
Content Author - RTE Tool Underline
Underline
Content Author - RTE Tool Strike Through
Strikethrough
Content Author - RTE Tool Subscript
Subscript
Content Author - RTE Tool Superscript
Superscript
Content Author - RTE Tool Insert Special Character
Insert special character
Content Author - RTE Tool Outdent
Decrease indent - decrease indent of paragraph
Content Author - RTE Tool Indent
Increase indent - increase indent of paragraph
Content Author - RTE Tool Block Quote
Block quote
Content Author - RTE Tool Align Left
Align left - aligns text to the left
Content Author - RTE Tool Align Right
Align right - aligns text to the right
Content Author - RTE Tool Align Center
Align center - aligns text to the center
Content Author - RTE Tool Align Full
Align full - aligns text to both left and right
Content Author - RTE Tool Bullet List
Insert/remove bulleted list
Content Author - RTE Tool Numbered List
Insert/remove numbered List
Content Author - RTE Tool Insert Image
Insert image
Content Author - RTE Tool Insert Link
Insert/edit link
Content Author - RTE Tool Unlink
Unlink
Content Author - RTE Tool Insert Anchor
Insert/edit anchor
Content Author - RTE Tool Edit HTML
Edit HTML source
Content Author - RTE Tool Undo
Undo the last action/change
Content Author - RTE Tool Redo
Redo the last action/action