The All Pubs View will display a list of all the Pubs in your Community for which a user has access, sorted by most recently updated. 

Each Pub appears on a Pub Card in the list, which includes:

• the Pub Type
• the Pub Title
• Contents

If Contents is selected, the Card will expose a list of related Pubs by title. If a Title is selected, the user will be redirected to the corresponding Pub Details page. 

Selecting the title of a Pub on a Pub Card will take users to the Pub Details page. To make changes to a Pub, select the vertical three-dot menu to the far right of the Pub Card. 

In addition to selecting individual Pub Cards, two buttons in the upper-right corner allow users to create and further manage Pubs.  Clicking on the Create button will open a pop-up to create a new Pub.  Selecting Manage Types button will take you to the Types Dashboard, where users can edit and manage all the Pub Types in your Community. 

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. 

A pop-up will appear in the center of the screen with the default form to the update the contents of any Pub Fields using the default Form for the 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 Update Pub when finished.

Remove Pub

To edit or update 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, Fields associated with that pub will display with Field Values. 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. 

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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.

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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. Select the checkbox beside the Pub Title to add the related Pubs to that field. Select the Add button when finished.

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 the Role tab establish a Relationship of the Related Pub to the Pub. For example:

If this is a Contributor Field, the Contributor's Role may be Author, Editor, etc.

If this is 

Continue editing the Form and Save.  

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. 

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The All Workflows View lays out a top-to-bottom flow of steps that a Pub will move through in a Community from submission to publication.  Workflows are made up of Stages, a step in a Community's publishing process, where Pubs can be acted upon. 

Similar to the All Pubs View, the Workflows View displays a list of Pub Cards, organized by Stage. 

Each Stage is listed by Name, along with the number of Pubs currently in the stage. Below, up to three Pubs appears on a Pub Card in the list, which includes:

• the Pub Type
• the Pub Title
• Contents. If selected, Contents will expose a list of related Pubs by title. If a Title is selected, the user will be redirected to the corresponding Pub Details page. 
• A Move Action, allowing a user to move the selected Pub to a different Stage
• Any Actions that can be taken on the Pub

Selecting the title of a Pub on a Pub Card will take users to the Pub Details page. To make changes to a Pub, select the vertical three-dot menu to the far right of the Pub Card. 

If four or more Pubs are in a Stage, a link to the Stage Details Page appears below the final Pub Card. Select See all pubs in stage to visit the Stage Details Page. There, users can view all Pubs in a given Stage.

Visible to Admins, the Action Log displays a table of all the actions that have run (as well as those scheduled to run) in a Community. The Action Log can be sorted by any column ascending and descending.

The table includes the following headers:  

• Action: the name of the Action that was run
• Initiator: the cause for the Action to run (either a user’s name or a Rule)
• Stage: the name of the stage during with the Action took place
• Pub: the Title of the pub that Action was run on. If this value is not available, defaults to the PubPub draft structure (ex: Untitled Pub - Jul 17 2024)
• Time: date/time the Pub was run (written in complete date plus hours and minutes format)
• Status: the status of the action’s run (canceled, failure, scheduled, or success)