Add & 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 Submission Event HCMS.

  2. Navigate to Apps and click Manage next to your desired app Manage App.

  3. Select the Builder tab App Content tab.

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

  5. Select HCMS Content as the Item TypeHCMS Content Type.

  6. Add a LabelHCMS Content Type Label.

  7. Select the applicable Form from the drop-down HCMS Content Type Form.

    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 Attributes dropdown.

  9. Drag and drop the attributes into the order you would like them to display Reorder Attributes.

  10. Click SaveSave app.

  11. The app tile will now populate with HCMS content from your selected form integration HCMS Content table.

Edit HCMS Content

  1. Select Open App on the app with your HCMS content Apps card with Open App selected.

  2. Click the pencil icon in the Actions column to submit updates for an item Edit HCMS Content.

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

  3. Make changes to the form, as needed HCMS Content Form.

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

  5. Click SubmitSubmit button.

  6. The HCMS content item will reflect your updates

Publish HCMS Content

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

  2. Click the Publish Content (globe) icon in the Actions column Publish HCMS Content.

  3. Click Publish on the pop-up that says, Do you wish to publish this content?Publish Confirmation.

  4. The content will show as PublishedPublished HCMS Content.

Delete HCMS Content

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

  2. Select the Delete Content (trashcan) icon in the Actions column Delete HCMS Content.

  3. Click Delete on the pop-up that says, Do you wish to delete this content?Delete Confirmation.

  4. The content will be removed from the list HCMS Content screen with item removed.

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