Managing pages

The Actions menu allows you to perform a number of tasks to manage the pages in the portal backoffice:

Create a content template

You can create content templates from any page or page element (e.g. a layout block, field set, etc.) on the portal. A content template includes all page settings that were configured on a page or page element, including the selected data source and field configuration. Content templates can then be used during page creation as a basis of new pages, which may significantly speed up the portal configuration process.

To create a content template:

  1. In CMS, go to Content, select the icon next to page or page element that you want to create a content template from.
  2. Select Do something else.
  3. From the menu that appears, select Create Content Template.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Create Content Template.
    • Select a relevant page, and then select Actions > Create Content Template.
  4. In the Name field, type the name of the template that will be used to identify it when selecting a template during page or page element creation.
  5. Select the Create button.

To use a content template:

  1. In CMS, go to Content, select the icon next to node of a site/page/page element where you want to create a new page or page element.
  2. Select the type of a page or page element that you want to create.
  3. If there are content template(s) available for the type of page or page element that you selected, they will be available for selection. Select one of the content templates.

      Note

    Select the Blank template if you don't want to use a previously saved template. The blank template is used by default if there are no saved content templates for the selected type of page or page element.  
  4. Make changes in the created page or page element according to your needs.
  5. Save the changes.

Delete a page

To delete the page that is not relevant anymore, follow these steps:

  1. In CMS, go to Content, select the icon next to page you want to delete.
  2. Select Do something else.
  3. From the menu that appears, select Delete.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Delete.
    • Select a relevant page, and then select Actions > Delete.
  4. On the confirmation message that opens, confirm deleting of the page by selecting OK.

  5. If you want to restore the page you already deleted, go to Content, and then select Recycle Bin.
  6. In the Recycle Bin window that opens, select the page you want to restore.
  7. In the window that opens, select Restore.

Move a page

If you want to change the position of the page in the tree view, follow these steps:

  1. In CMS, go to Content, select the icon next to page you want to move.
  2. Select Do something else.
  3. From the menu that appears, select Move.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Move.
    • Select a relevant page, and then select Actions > Move.
  4. In the Move window that opens, choose where you want to move the page in the tree structure.
  5. Dismiss the confirmation message that appears by selecting OK.

Copy a page

You may want to copy a page instead of creating a new one. This may be helpful when you need to create a similar page with minor differences. If you want to copy the page you have created previously, follow these steps:

  1. In CMS, go to Content, select the icon next to page you want to copy.
  2. Select Do something else.
  3. From the list of actions that opens, select Copy.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Copy.
    • Select a relevant page, and then select Actions > Copy.
  4. In the Copy window, choose where you want your page to be copied to.
  5. Toggle the Relate to original switch OFF if you do not want the links to stay linked to the original page. Its default setting is ON.
  6. Toggle the Include descendants switch OFF if you do not want to copy the child pages while copying the parent page. Its default setting is ON.
  7. Select Copy.
  8. Dismiss the confirmation message that appears by selecting OK.

Change document type

Each page on the portal is linked to a page type and page template, which are predefined by the portal developers for each page type. Also, the properties of page elements are mapped to predefined page properties. In rare cases, you may need to change these page settings. You can do this using the Change Document Type action. To change the document type and other properties of a page, follow these steps:

  1. In CMS, go to Content, select the icon next to page for which you want to change the properties.
  2. Select Do something else.
  3. From the list of actions that opens, select Change Document Type.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Change Document Type.
    • Select a relevant page, and then select Actions > Change Document Type.
  4. In the Change Document Type window that opens, in the New Type field, select the new type of your document.
  5. If you want to change the template of your document as well, in the New Template field, select a new template for your document.
  6. Under Map Properties, confirm or change the mapping of properties from the current type to the new.
  7. Select Save.

      Important

    Specifying an incorrect page type or page template as well as remapping page properties may result in the page working improperly or not working at all. This action is intended for Xpand Portal developers or advanced users only.

Sort pages

You may need to change the order in which pages are arranged. In this case, you don't have to delete and recreate pages; you can simply re-sort them using the Sort action. Sorting applies to the list of child pages in relation to the parent page that you use the Sort action on. To sort the child pages inside the parent page, follow these steps:

  1. In CMS, go to Content, select the icon next to the parent page in which you want to sort the child pages.
  2. Select Do something else.
  3. From the list of actions that opens, select Sort.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Sort.
    • Select a relevant page, and then select Actions > Sort.
  4. In the Sort window that opens, sort the child pages by by dragging and dropping pages. The Sort order column specifies the current position of the page in relation to other pages on the list where 1 means the page will be at the top.
  5. Select Save.

Rollback a page

To compare the current version of your page with the previous versions, and/or restore to earlier versions, follow these steps:

  1. In CMS, go to Content, select the icon next to the parent page that you want to restore to an earlier version.
  2. Select Do something else.
  3. From the list of actions that opens, select Rollback.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Rollback.
    • Select a relevant page, and then select Actions > Rollback.
  4. In the Rollback window, under Rollback to, from the drop-down list, select a version you want to compare with the current version.
  5. Under View, select how you want to see selected version from the history:
    • Diff - The differences between the current version and the selected version will be shown where red with strikethrough means deleted, and green - added.

    • Html - The selected version will be shown in the HTML format without highlighting the differences between the versions.
  6. To restore the selected version of the page, select Rollback.

Audit trail

The Audit Trail action allows you to see the log of changes made to the page: what actions, by whom and when were made. To audit the trail of you page, follow these steps:

  1. In CMS, go to Content, select the icon next to page you want to move.
  2. Select Do something else.
  3. From the list of actions that opens, select Audit Trail.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Audit Trail.
    • Select a relevant page, and then select Actions > Audit Trail.


The alternative way of accessing the log of changes is as follows:

  1. Select the relevant page, and then select the Info tab.

Configure the page culture and hostnames

Normally, the culture (language) and domains are configured for the Localization node  level, and, by default, these settings are inherited by all child pages of the site localization. However, you can override the site localization culture and hostnames settings for a specific child page if necessary. 

To configure site localization culture and hostnames or override these settings for a specific page:

  1. In CMS, go to Content, select the icon next to the page for which you want to override the site localization culture and hostnames. If you want to configure these settings for the whole site localization node including all child pages, select the  Localization node .
  2. Select Do something else.
  3. From the list of actions that opens, select Culture and Hostnames.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Culture and Hostnames.
    • Select a relevant page, and then select Actions > Culture and Hostnames.
  4. Under Culture, in the Language field, specify the localization language for this node and all child pages.

    If you are configuring the language for a child page, the Language field is by default set to Inherit, which means it takes the culture settings from a higher node, and changing this will override the setting for this specific page and its child pages.
  5. Under Domains, select Add new Domain to add a new domain for this site node. Speidy the domain URL and language. To remove a domain, select the  icon next to it.
  6. Select Save.

The culture and hostnames settings are applied to the whole node (selected page and its child page) unless you override these settings for a specific child page.

Reload a page

Sometimes changes may take place on the page while you are working with it, for example, when other users are also making changes. If you want to ensure you see the latest version of the page configuration, you can reload the page to refresh it. To reload a page, follow these steps:

  1. In CMS, go to Content, select the icon next to the page in you want to reload.
  2. Select Do something else.
  3. From the list of actions that opens, select Reload.

      Note

    Alternatively, you can follow these steps:

    • Select and hold (or right-click) a relevant page, and then select Reload.
    • Select a relevant page, and then select Actions > Reload.