Add & Manage Content Elements

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 under:

3. Select the New button at the top

4. Select your desired Permission Set:

5. Fill in the fields for your content element

   Note: The fields will vary based on the Content Type selected.

6. Select your Categories and add any relevant Tags:

7. Select Save:

8. If needed, change the status of the content on the Workflow tab:

   Note: Workflows can be created for specific content types.

9. If you selected Save and change to Published, configure Notifications:

   • 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 Confirm:

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

3. Click on the content element

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

4. Scroll down and select the Categories

5. Click Save:

6. Choose Notifications options and click Confirm

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 Type:

3. Click the Actions menu next to the desired element and select Clone:

4. Change any desired fields (will vary by Content Type):

5. Select Save at the top of the page:

6. If needed, change the status of the content on the Workflow tab:

7. If you selected Save and change to Published, configure Notifications:

Delete a Content Element

Who can use this feature?

Owner | Developer | Publisher

1. Select Content on the left-hand side and select the relevant Content Type:

2. Select the Actions (three dots) button on the content element and click Delete:

3. Reply Yes to the pop-up that reads Do you really want to delete the content?