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Edit Content

You can edit a content item while it is unpublished. Once it is published, you must create a new version or revision to edit it. Content items are edited in the content editor, which can be accessed from the Content section or from any page that has the content item on it.

To access the content editor from the Content section

  • Click the name of the content item you want to edit.

To access the content editor from the page editor

  • Click the edit symbol in the content item bar.

Regardless of the version or publication status of a content item, there are some changes that can always be made: adding and removing tags, adding and removing taxonomy categories, and deleting the content item (sandbox and development organizations only).

Create a new version or revision of a content item

To edit a published content item, you must create a new version or revision. With a new version, you can change anything about the content item. With a new revision, you can’t change the start date and end date of the content item.

New revision is provided as an option when a version of content has been identified as needing to start on a future date, but the content already active needs to be modified. For example:

  • Version 1 is currently published but has a spelling mistake
  • Version 2 is published but set to start next week
  • Version 1 can be opened and revision 1.1 made using New Revision
  • Revision 1.1 can have the spelling mistake corrected and be published without interfering with the start date of version 2

To keep your content organized, we recommend creating a new revision if you are making minor changes and a new version if you are making major changes. For example, if you are correcting a typo or adding a single sentence, you could create a new revision, but if you are changing most of the content, you could create a new version.

To create a new version or revision of a content item

  1. Open the content item in the content editor.
  2. In the Actions panel, click either New Version or New Revision.
  3. Alternately, in the list of content items within the Content section, select a check box or check boxes beside a published item or items for which you would like a new version or revision.
  4. In the Actions panel, click either New Version or New Revision.

The version history of every content item is retained in the system, which means you can view a previous version of the content at any time.

To view a previous version of a content item

  1. Do one of the following:
  2. On the Content section, click the arrow next to the version number of a content item.
  3. In the Actions panel, select More Actions and then View Version History.

Edit content properties

When you create a content item, you are required to set certain content properties. These properties, and other optional properties, can be edited while the content item is unpublished.

To edit content properties

Open the content item in the content editor.

In the Actions panel, select Properties. A Content Properties panel will open to your right.

Content property

Property description

Name

The name that is used to refer to the content item in OrchestraCMS. It should make the content easily identifiable by you and other users.

Description

A description of the content that makes it easily identifiable by you and other OrchestraCMS users. When you search for content on the Manage Content section, the content description and name are both searched.

Start Date

The date and time that the content item starts appearing on your site if it is published and on a page that is also published.

End Date

The date and time that the content item stops appearing on your site.

Exclude From Search

If you have a search form on your site, you can exclude a content item from showing up in search results by selecting this option. This is also used to exclude a content item from being retrieved by the Filtering API searchContent method.

Priority

The priority of the content item when it is part of a dynamically generated list of contents, with 1 being the highest priority. If a list takes into consideration the priority of the content, higher priority content items appear higher in the list.

Targets

(requires feature license)

Targets assigned to the content item. Content targeting is outside the scope of this user guide. For more information, see Targeting with OrchestraCMS

Access Level

(requires feature license)

The access level assigned to the content item. Access levels are outside the scope of this user guide. For more information, see Control who can see your content and pages

For users with the Multilingual feature license: Select Languages

A selection list for the language or languages to be used. See Set up and manage your  Multilingual Sites

Add a content template to a content item

When you create a new content item, you are required to choose a single content template. You can add more content templates to the content item after it is created. There are a few reasons you might want multiple content templates for a single content item:

  • The content requires more than one content template to achieve the desired function. For example, adding the ability to search content on your site requires one content template for the search form and one content template for the search results.
  • There are different versions of the content for different locations on your site. For example, you might have a summary version of an article in one location and the full article in another location, and these would use different content templates.
  • A menu is presented in different styles for different purposes. You might use the Class Styled Menu content template for your primary navigation menu and the Breadcrumb content template for an additional breadcrumb menu. You do not need to recreate the menu structure for different content templates. For example, you can apply the Class Styled Menu and Breadcrumb content templates to a content item and any changes made to the menu are automatically reflected in both templates.
 

Content entered for one content template does not always carry over to other content templates assigned to the same content item. For example, if you create a text content item and use multiple content templates, you must enter content separately for each of the content templates. For other content types, such as menus, the content entered for one content template carries over to other content templates.

To add content templates to a content item

  • Open the content item in the content editor.
  • In the Actions panel, select Templates, and then Add a Template.
  • In the Add Template dialog, click to select the check box beside each content template that you want to add.
  • Click OK.

There may also be content templates automatically added to your content item depending on the setup of the content type.

Add and remove content tags

Content tags are used to help you find specific content items. You can create public tags, which can be used by all OrchestraCMS users, or personal tags, which can only be used by you.

Content tags must be enabled in OrchestraCMS Setup before you can use them.

To enable content tags

  1. On the OrchestraCMS user menu,  click Setup.
  2. On the Setup section, click Tags.
  3. Do one or both of the following:
    • To enable content tags for only you to use, select the Enable Personal Tags check box.
    • To enable content tags for everyone to use, select the Enable Public Tags check box.

Content tags are added and removed in the content editor.

To add or remove content tags

  1. Open the content item in the content editor.
  2. In the Actions panel, under More Actions, click Tags.
  3. In the Edit Tags dialog, do the following:
  4. To add personal or public tags, type one or more tags separated by commas in the appropriate Add box.
  5. To remove personal or public tags, click the remove symbol next to an existing tag.
  6. Click Save.