This article will show you how to add a category to the Bid Postings module.
Important Note:
The Bids Posting category will not be visible to the public until a Bid is added.
Who can use this feature?
System Administrator | Owner
Add a Bid Category
Navigate to Modules and on the Content tab, select Bid Postings:
Select Add Category:
Fill in the information on the List Details tab:
Category Name: Name of the category that the user will see
Description: Provides a description
Use Plan Holders Feature: Controls whether users are required to submit a form before viewing bid features
Allow Subscribers: Will allow users to sign up for bid posting notifications
Note:
You must have the Notify Me module for this function.
Allow SMS: Choose to allow text messaging
Email List: Choose to include an email list
Start Date: The default is blank and indicates the category will be available immediately upon publication; enter a start display date to auto-publish at a later date
End Date: The default is blank and indicates that the category will remain published until unpublished manually; enter an end date if you want the item to expire and auto-unpublish
Note:
System Administrators will receive notice 48 hours prior to expiration.
Permissions: Setting permissions at the category level is suggested
View: May view the live side only
Author: Submit new items and modify unpublished items
Publisher: Publish new items, modify/delete unpublished items, modify published items, and accept/reject submitted items
Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories, and assign category permissions
View and configure the Default Messages tab:
HTML Message (Welcome, Header, Footer): Create a message in HTML format
Note:
Click Copy HTML to Text to directly paste the content of the HTML message into your text message.
Default Welcome Message:
This E-mail is in response to a subscription request.You have just subscribed to the following list:<>This is in addition to any other lists to which you may have previously subscribed.If these list subscriptions are incorrect you can modify or cancel them by visiting:https://<>/List.aspx?Mode=Manage&Email=<> Thank you for your interest!
Text (Welcome, Header, Footer): View what the HTML will look like in a regular message
Select a Saving Option at the top of the page:
Cancel: Will delete what you have done
Save: Will save the work as an unpublished draft
Save & Send: Will save the work and send it for approval (Authors and Publishers only)
Save & Publish: Will save the work and publish it for viewing
Modify a Bid Category
Navigate to Modules and on the Content tab, select Bid Postings:
Select Choose an Action and then Properties next to your chosen category:
Make modifications:
Category Name: Name the category for the bid
Description: Description of what will be in the category
Use Plan Holders Feature: Select Yes to require users to submit a form before viewing bid features
Allow Subscribers: Select Yes to allow users to subscribe to job postings in the Notify Me module
Note:
You must have the Notify Me module for this function.
Allow SMS: Check to allow users to subscribe to SMS notifications
Email List: Select Yes to create an email list
Start Date: The default is blank and indicates the category will be available immediately upon publication; enter a start display date to auto-publish at a later date
End Date: The default is blank and indicates the category will remain published until unpublished manually; enter an end date if you want the item to expire and auto-unpublish
Permissions: Set permissions at the category level (recommended)
View: May view the live side only
Author: Submit new items and modify unpublished items
Publisher: Publish new items, modify/delete unpublished items, modify published items, and accept/reject submitted items
Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories, and assign category permissions
Select Save:
Delete a Bid Category
Important Note:
All items in the category must be unpublished and deleted before the category can be deleted.
Navigate to Modules and on the Content tab, select Bid Postings:
Find the category you want to delete:
Select Choose an Action and then Unpublish for the category you would like to delete:
Select Choose an Action and then Delete:
Select OK from the popup that will appear, asking Are you sure you want to delete this category?:
