Add and Manage HCMS Content in an App

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This article walks through how to give app users the ability to view and update HCMS content. Forms with an HCMS submission event configured can be selected. Users can then choose which HCMS attributes they would like to display as columns within the app.

This feature can be used to update and manage HCMS content items such as Legal Notices or equipment rentals.

Important Note

  • Only app users will be able to view and edit HCMS content.

Add HCMS Content to an App

  1. Add an HCMS Submission Event to a Form The HCMS Event Type selected on the Submission Events tab.

  2. Navigate to Apps and click Manage next to your desired app Manage button on the application card.

  3. Select the Builder tab The Builder tab at the top of an app.

  4. Under Layout & Content, scroll down and click Add Menu Item

  5. Select HCMS Content as the Item TypeItem type for HCMS content.

  6. Add a LabelHCMS Content section with highlighted label for Legal Notices.

  7. Select the applicable Form from the drop-down Highlighted form for 'Legal Notices' in HCMS Content management interface.

    Note:

    Only forms that have an HCMS Submission Event configured will be displayed in the drop-down.

  8. Choose which Attributes from the HCMS and form elements you would like to display as columns within the app Form attributes for HCMS content management, including ID, created, and updated fields.

  9. Drag and drop the attributes into the order you would like them to display List of attributes with options to reorder and manage items.

  10. Click SaveThe Save button on the app.

  11. The app tile will now populate with HCMS content from your selected form integration Table displaying legal notices with details like created date, title, and status.


Edit HCMS Content

  1. Select Open App on the app with your HCMS content The Open App button on an app card.

  2. Click the pencil icon in the Actions column to submit updates for an item The pencil icon to edit a legal notice.

    Note:

    Only app users will be able to view and edit HCMS content.

  3. Make changes to the form, as needed Emerald City legal notice form with fields for title, date, time, and description.

  4. (Optional) Choose to Send notifications to users who have subscribed to the relevant HCMS categories The Send a Notification toggle on a legal notice form.

  5. Click SubmitThe Submit button on a legal notice form.

  6. The HCMS content item will reflect your updates


Publish HCMS Content

  1. Select Open App on the app with your HCMS content The Open App button on an app card.

  2. Click the Publish Content (globe) icon in the Actions column The Publish Content icon for a legal notice.

  3. Click Publish on the pop-up that says, Do you wish to publish this content?Confirmation dialog asking to publish content with options to cancel or proceed.

  4. The content will show as PublishedThe Published status for a legal notice.


Delete HCMS Content

  1. Select Open App on the app with your HCMS content The Open App button on an app card.

  2. Select the Delete Content (trashcan) icon in the Actions column The trashcan icon to delete a legal notice.

  3. Click Delete on the pop-up that says, Do you wish to delete this content?Confirmation dialog asking to delete content with options to cancel or delete.

  4. The content will be removed from the list Table displaying legal notices with details like created date, updated date, and status.