Documentation Index

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Add & Manage Content Elements

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This article will show you how to create and manage Content Elements.

Add Content Elements

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

  1. Sign in to the HCMS

  2. Navigate to Content and select the Content Type you would like your item to be underNavigation menu showing content types including Event, Article, and Employee options.

  3. Select the New button at the topContents screen with a prominent button to create new entries.

  4. Select your desired Permission SetSelect a Permission Set to modify your item in the new content section.

  5. Fill in the fields for your content element Form for creating new content with fields for title, event date, and description.

    Note:

    The fields will vary based on the Content Type selected.

  6. Select your Categories and add any relevant TagsCategories and tags for animal services displayed in a user interface.

  7. Select SaveThe Save button on the New Content screen.

  8. If needed, change the status of the content on the Workflow tabOptions to change the status to Published or Archived in the workflow interface.

    Note:

    Workflows can be created for specific content types.

  9. If you selected Save and change to Published, configure NotificationsEdit pet adoption event notifications and scheduling options.

    • Notify users of modified content item? Choose when to send a notification or to not send one at all

    • Scheduling: Choose to publish immediately after you click Confirm or choose to publish at a later date/time

  10. Click ConfirmScheduling options for Pet Adoption Day with confirm button highlighted.


Edit Content Element Categories

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

  1. Sign in to the HCMS

  2. Navigate to Content on the left-hand side and select the Content Type that contains the element you wish to update Navigation menu showing content types including Event, Article, and Employee options.

  3. Click on the content element List of contents showing published and declined items with their details.

    Note:

    Avoid clicking on the element name which will only open an editor box to update the name.

  4. Scroll down and select the CategoriesCategories selection with options for Animal Services, CP Training, and General.

  5. Click SaveSave button on the Edit Content screen.

  6. Choose Notifications options and click ConfirmEdit pet adoption event notifications and scheduling options.


Copy a Content Element

Who can use this feature?

Owner | Developer | Publisher | Author (submit for approval)

  1. Sign in to the HCMS

  2. Navigate to the Content tab and select the relevant Content TypeNavigation menu showing content types including Event, Article, and Employee options.

  3. Click the Actions menu next to the desired element and select CloneThe Clone option under the Actions menu next to an element.

  4. Change any desired fields (will vary by Content Type)Form for scheduling a community meeting with date and time fields.

  5. Select Save at the top of the pageSave button on the Edit Content screen.

  6. If needed, change the status of the content on the Workflow tabOptions to change the status to Published or Archived in the workflow interface.

  7. If you selected Save and change to Published, configure NotificationsEdit pet adoption event notifications and scheduling options.


Delete a Content Element

Who can use this feature?

Owner | Developer | Publisher

  1. Sign in to the HCMS

  2. Select Content on the left-hand side and select the relevant Content TypeNavigation menu showing content types including Event, Article, and Employee options.

  3. Select the Actions (three dots) button on the content element and click DeleteThe Delete option under the Actions menu next to an element.

  4. Reply Yes to the pop-up that reads Do you really want to delete the content?Confirmation dialog asking to delete content with options to confirm or cancel.