The All Pubs View displays a list of all the Pubs in a Community for which a user has access, sorted by most recently updated.
In addition to selecting individual Pub Cards, two buttons in the upper-right corner allow users to create and further manage Pubs.
- Select the Create button to create a new Pub.
- Selecting Manage Types button will take users to the Types Dashboard, where users can edit and manage all the Pub Types in your Community.
Pubs
Each Pub appears on a Pub Card in the list, which includes:
- the Pub Type
- the Pub Name
To update or remove a Pub, select the vertical three-dot menu to the far right of the Pub Card.
Selecting the Name of a Pub on a Pub Card will take users to the Pub Details page.
Update Pub
To edit or update a Pub, select the vertical-three dot menu on the right side of the Pub card and select Update from the dropdown menu.
The screen will change to the default form, where users can the update specific Fields. Use the grey bar to the left of the Field to turn on and off a required Field. Enter any updated content and select Save when finished. If update is successful, an alert will appear in the lower-right corner of the interface.
Remove Pub
To remove a Pub, select the vertical-three dot menu on the right side of the Pub card and select Remove from the dropdown menu.
A pop-up will appear to confirm removal, where users can select Cancel or Permanently Remove Pub. If removal is successful, an alert will appear in the lower-right corner of the interface.
Pub Details
Pub Details
A Pub Details page provides an overview of a Pub, associated Fields and Field Values, and information for managing the Pub.
On the left side of the page, all Fields associated with that pub (visible to the user) will display with Field Values. Fields are listed in the order of the Default Form of the Pub Type. Any additional Fields associated with the Pub are listed beneath the Default Form fields, in order of most recently updated. Any attached files to the Pub may be downloaded on this page.
On the right side of the page, the following headings may appear:
- Current Stage: the Stage where the Pub is currently located
- Actions: a “Run action” button. If selected, a dropdown menu will list available actions that can be run on this Pub
- Members: a list of Members that have access to the Pub & their level of access. New members can be added by selecting Add Member.
Update Pub
To edit or update a Pub, select the Update button from the upper-right corner of the Pub Details page.
The user is redirected to the default form for updating Pubs of that Pub Type. Use the grey bar to the left of the Field to turn on and off a required Field. Enter any updated content and select Save when finished. If update is successful, an alert will appear in the lower-right corner of the interface.
Remove Pub
To remove a pub, select the Remove button from the upper-right corner of the Pub Details page.
A pop-up will appear to confirm removal, where users can select Cancel or Permanently Remove Pub. If removal is successful, an alert will appear in the lower-right corner of the interface. Users are d
Viewing Related Pubs
Viewing Related Pubs
Once a Reference Field is attached to a Pub Type, a Related Pubs table appears on a Pub Details page for any Pub of that Pub Type.
Don't See This Table?
If the Related Pubs table does not display, there are no reference Fields attached to the Pub. Learn more about reference Fields on the Fields Dashboard.
The Related Pubs table includes all related Pubs based on specific reference Fields, filtered by Pub Type. Each Pub Type with an existing related Pub is listed here, along with a count of how any Pubs of that Pub Type exist.
This table displays:
- Title: the Title of the related Pub
- Stage: the Stage in which the related Pub is currently located
- Created: the date the related Pub was created (displayed as MM/DD/YYYY)
- Actions: a “Run action” button. If selected, a dropdown menu will list available that can be run on this Pub.
Adding Related Pubs
Adding Related Pubs
Add Existing Pubs
Create a new pub via the Create Pub button.
If a Pub Reference Field exists on the Default Form, the Field will appear as an option to add Related Pubs. Select the Add + button.
A sidebar will appear with a list of all Pubs in the Community. If the Field has been restricted to specific Pub Types, only Pubs of those Types appear in the list. Select the checkbox beside the Pub Title to add the related Pub to that field. Once all Pubs have been selected, select the Update button.
The list of Related Pubs will appear on the form. To remove a Pub from the list, elect a Pub Card for deletion by selecting the trash can icon.
Users can use Add Contributors + to clarify the relationship of the Related Pub to the Pub. (This label can be configured when configuring the Field in the Form Builder.)
Continue editing the Form and Save. The Related Pubs now appear in the Related Pubs table on the Pub Details page.
Add New Pubs
To add a Related Pub, select the Add Related Pub button above the table.
A pop-up will appear to establish the related Pub's configuration:
- Pub Type: the Pub Type of the related Pub. This will determine which form appears for creation on the next screen.
- Relationship: the Field on which the related Pub is related to the existing Pub. The dropdown of fields is dependent on the Pub Type chosen above.
Once both of these dropdowns are configured, select the Create Pub button. The screen will shift to a typical Create Pub form for that Pub Type with an Related field value alert:
This alert will name the Pub to which this one is related and the Field on which it will be related. Complete this field and the form as normal before selecting Save in the upper-left corner.
Once the Pub is saved, the related Pub will appear in the related Pub table. A Pub Type tab will be added or updated to reflect the number of related Pubs of that Pub Type.
Pub-Level Access
Members can be granted specific access at the Pub level. At the Pub-Level the responsibilities of a given role only apply to that Pub. For example, a Member with a contributor role will only be able to view the Pub, and will only see Fields added to the Default Pub Form for this Pub Type.
Add Member
To add a member, select Add Member. A pop-up will appear, where users can enter the email address of the new Member to invite to the community.
If the email is associated with a Platform account, their full name and email will appear at the bottom of the pop-up screen. Users can select a Role from the dropdown menu (admin, editor, or contributor). Select Add Member to add member to the Community.
If the email is not yet associated with a Platform account, additional information is required to invite the new Member:
- First Name: the first name of the Member
- Last Name: the last name of the Member
-
Role: the access and permissions of the Member within the Community. Select
Admin,Editor, orContributorfrom the dropdown menu. By default, new members are assignedEditor.Admincan do anything within the Community;Editorcan edit most things;Contributorare only able to see the forms and other public-facing content that are linked to them. -
Edit/View Access: If the
Contributorrole is selected, this field will appear. Selecting Forms will give the Member the ability to create Pubs in the community using the selected forms. If no Forms are added, the Member will not be able to create any Pubs, and will only be able to see Pubs they have access to either directly or at the stage level.
Select Invite to send an email invitation to the Member.
