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IBX-6626: Simplify user actions (#233)
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* IBX-6279 - Simplify user actions

---------

Co-authored-by: Justyna Koralewicz <[email protected]>

Co-authored-by: julitafalcondusza <[email protected]>
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dabrt and julitafalcondusza authored Nov 8, 2023
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54 changes: 40 additions & 14 deletions docs/content_management/configure_ct_field_settings.md
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Expand Up @@ -4,19 +4,46 @@ description: Configure Field settings in Content Types.

# Configure Content Type Fields

When you [modify a Content Type](create_edit_content_types.md) and add or modify [Fields](content_model.md#fields-and-field-types),
When you work with a [Content Type](content_model.md#content-types) to add or modify [Fields](content_model.md#fields-and-field-types),
you must configure different settings that control the way [[= product_name =]]
treats the contents of each Field. Apart from general settings, certain Field Types, for example, [Page](#default-configuration-of-pages) and [Relation](#content-relation-settings) Field Types may have additional settings.
treats the contents of each Field. Apart from general settings, certain Field Types, for example, [Landing Page](#default-configuration-of-pages) and [Content relation](#content-relation-settings) Field Types may have additional settings.

You can only create or modify Content Types when your [user Role](../permission_management/work_with_permissions.md) has the `ContentType/Create` or `ContentType/Update` permission.

To modify Field settings, in the **Field definitions** section, expand the **Landing Page** header.
When done, click **Save and close** to apply changes to the Content Type.
1\. [Create or open a Content Type](create_edit_content_types.md) for editing.

2\. In the **Field definitions** area, find a section, for example, **Content**.

3\. If your application requires a more granular organization of Fields within a Content Type, click **+ Add** to add more sections.

When you add a **Metadata** section, it is later presented as an additional tab in [Content item](content_items.md) editing screen.
You can use it for tags, product categories, and so on.
When you add other sections, they are later presented as anchors in Content item editing screen.
All sections are later presented as headers on the Content item details screen, the **View** tab.

4\. Add, reorder or remove Fields as required:

- To add a Field, from the **Field types** area, drag the required Field tile to the section on the left.
- To reorder Fields, drag and drop them within the section or between sections on the left.
- To remove Fields from the section completely, click the **X** icon in the Field's header.

![Adding a Field](img/add_field.png "Adding a Field")

5\. Expand the header of a Field that you want to modify, then [change its settings](#general-settings).

6\. To save your changes:

- Click **Save** and continue editing.
- Click **Save and close** to close the window.

7\. To discard your changes and close the window:

- If you are creating a new Content Type, click **Discard**.
- If you are updating an existing Content Type, click **Delete draft**.

## General settings

Depending on their type, Fields can have different combinations of the following
general settings.
Depending on their type, Fields can have different combinations of the following general settings.

|Setting|Description|Use|
--------|-----------|---|
Expand All @@ -28,15 +55,15 @@ general settings.
|Translatable|Indicates whether a value of the Field can be translated.|Optional|
|Can be a thumbnail|Indicates whether the Field can be a thumbnail.|Optional|

## Default configuration of Pages
## Default configuration of pages

The following settings control the behavior of Content items of [Page](../content_management/create_edit_pages.md) type.
You modify them in the **Field definitions** section, the **Landing Page** Field.

### Block display

You can define which page blocks are available to an editor in the page edit mode.
You do it, for example, when a [developer creates a new block]([[= developer_doc =]]/content_management/pages/create_custom_page_block/) and you want to allow its selection.
You do it, for example, when a [developer creates a new block]([[= developer_doc =]]/content_management/pages/create_custom_page_block/) and you want to allow adding it to the page.

Expand the **Select blocks** section and select page blocks that you want to be included in the page.

Expand Down Expand Up @@ -67,8 +94,7 @@ the layout to be able to edit the Page.
### Preferred editing mode

You can set the editing mode that is launched when an editor starts editing the Page.

Expand the **Select Editor launch mode** section, and select from the available options.
To do it, in the **Select Editor launch mode** section, select one of the available options.

![Editor launch mode](img/select_editor_mode.png "Select Editor launch mode")

Expand All @@ -80,11 +106,11 @@ Field in a Content Type, you can decide:
- which Content Tree location opens in the
[Content Browser](content_model.md#content-browser) when the user browses to a related
Content item
- whether relations can be to Content items of a specific type only, or any Content Type.
- whether relations can be to Content items of a specific type only, or any Content Type

#### Relation starting location

In the **Select starting location** area, select from the available options:
In the **Select starting Location** area, select from the available options:

- **Default** - the starting location is automatically assigned to the default location in the tree of a created Content item.
- **Browse** - use to manually select the location from the Content Browser.
Expand All @@ -93,7 +119,7 @@ In the **Select starting location** area, select from the available options:

![Select starting location](img/select_start_location.png "Selecting a starting location")

#### Allowed Content types
#### Allowed Content Types

In the **Allowed Content types** area, expand the pull-down list and select from the available Content Types.
In the **Allowed Content Types** area, expand the drop-down list and select from the available Content Types.
No selection means that relations to all Content Types are allowed.
3 changes: 1 addition & 2 deletions docs/content_management/content_model.md
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Expand Up @@ -31,8 +31,7 @@ A [Content item](content_items.md) is an instance of a particular Content Type,

When a Content item is created, it inherits the Fields from its Content Type.
However, the values of the Fields (their "contents") are empty, and you need to fill them separately for each Content item.
The Fields in a Content Type are only definitions. This means that they describe what Fields of what kinds will be present in a Content item,
but as a rule they do not provide these Fields' values.
The Fields in a Content Type are only definitions. This means that they describe what Fields of what kinds will be present in a Content item, but as a rule they do not provide these Fields' values.

As a consequence, all Content items of the same Content Type will share the same set of Fields, but their Field values will be different.

Expand Down
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Expand Up @@ -9,7 +9,7 @@ a number of mechanisms that you can use.

## Sections

You can divide your Content tree into Sections to better organize it.
You can divide your Content Tree into Sections to better organize it.
Sections let you decide which Users will have access to which parts of the tree.
To see which Section a Content item belongs to, look at its **Details** tabs.

Expand Down Expand Up @@ -55,7 +55,7 @@ You can use them to display different content to different Page visitors by usin

You can create and configure Segments and Segment Groups in the **Admin** section of the Back Office.

![](img/admin_panel_segment_groups.png)
![Segment groups](img/admin_panel_segment_groups.png "Segment groups")

!!! note

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Expand Up @@ -6,7 +6,7 @@ description: Copy, move, remove, or hide Content item, either individually or in

## Move or copy

In Content tree, you can move or copy existing Content items by selecting an
In Content Tree, you can move or copy existing Content items by selecting an
option at the top of the screen.
You can also copy the whole subtree (a Content item with all content under it in the structure).

Expand All @@ -19,7 +19,7 @@ You can also copy the whole subtree (a Content item with all content under it in
in the developer documentation on how to set this up.

Copying creates a new Content item.
If you only want to have the same Content item to another place in the Content tree, add another Location to it.
If you only want to have the same Content item to another place in the Content Tree, add another Location to it.

### Multi-file move

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Expand Up @@ -6,11 +6,11 @@ description: Manage the content of your website by controlling Locations and URL

## Content Locations

A Content item by itself does not have a place in the Content tree and is not visible for a visitor of the website.
A Content item by itself does not have a place in the Content Tree and is not visible for a visitor of the website.
To be available on the website, it has to be assigned a Location ID.
A new Content item is automatically assigned a Location when you publish it.

A Content item can have more than one Location ID. In such a case you can find it in more than one place in the Content tree.
A Content item can have more than one Location ID. In such a case you can find it in more than one place in the Content Tree.
A single Location can only have one Content item in it.

!!! tip "Example"
Expand All @@ -20,7 +20,7 @@ A single Location can only have one Content item in it.

Even if a Content item is placed in more than one Location, one of the Locations is always treated as the main one.

To assign other Locations to content, view this Content item's **Location** tab and click the plus button.
To assign other Locations to content, view this Content item's **Location** tab and click **+ Add**.
Then select the new parent from the Content Browser.

![Content with two locations](img/content_with_two_locations.png "Content with two Locations")
Expand All @@ -37,7 +37,7 @@ When a Location is hidden, all of its children (other Content items that are und
They can only be revealed if the parent Location is revealed as well.

A hidden Location will be invisible for everyone viewing the website.
If you are looking for a way to allow only some users to view parts of the Content tree,
If you are looking for a way to allow only some users to view parts of the Content Tree,
use [Sections](classify_content.md#sections) and combine them with [proper permissions](../../permission_management/permission_system.md).

### Swap Locations
Expand All @@ -61,7 +61,7 @@ in the **Location** tab and selecting a Content item to swap with.
## URL management

In your website, you can manage external URL addresses and URL wildcards.
You do this in the Back Office, **Admin** tab, the **URL Management** node.
You do this in the Back Office, **Admin** tab, the **URL management** node.

For more information about URL management, see the [Ibexa Developer Documentation.]([[= developer_doc =]]/content_management/url_management/url_management/).

Expand Down Expand Up @@ -90,7 +90,7 @@ The Link manager list also shows whether the link is alive or dead in the **Stat

Each Content item can have one or more URL aliases. They are additional URLs that can be used to access this Content item.

You can add URL aliases in the URL tab under **Custom URL aliases for <Content name>** by clicking the plus button.
You can add URL aliases in the URL tab under **Custom URL aliases for...** by clicking **+ Add**.
The URL alias must be unique for the whole installation, regardless of the language.

![Creating a new URL alias](img/create_new_url_alias.png)
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7 changes: 3 additions & 4 deletions docs/content_management/content_versions.md
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Expand Up @@ -18,11 +18,10 @@ It is not available to the visitor and you cannot edit it, but you can create ne
Finally, **drafts** are versions that have not been published yet.
There can be many drafts of the same Content item.
They can be created by the autosave feature, by the reviewer as part of the
[editorial workflow](workflow_management/editorial_workflow.md), or when you save
the work and navigate out of the Content item editing screen to focus on a different task.
[editorial workflow](workflow_management/editorial_workflow.md), or when you save
the work and close the Content item editing screen.

You can view all versions of a Content item on the Content item details screen,
in the **Versions** tab.
You can view all versions of a Content item on the Content item details screen, in the **Versions** tab.

![All versions of a Content item](img/content_item_versions.png "All versions of a Content item")

Expand Down
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