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Overview of Common Actions ID: EBT-CEPC-CA

Marketpath CMS is built so your user experience is consistent and predictable. Most of our pre-built objects share the same general capabilities for editing, publishing, and managing. Below is a list of common actions found throughout the platform. 

Dialog Actions

Dialog actions are located at the top of dialogs and will perform the requested action for the selected items, if in a list view that shows multiple objects, or for the currently open item, if in the Properties or Page Edit view. 

Some actions are accessed by clicking the drop-down arrow seen at the end of an action (Fig. 1). For example, Unpublish and Schedule can be found by clicking the drop-down arrow of Publish.

actions-drop-down-arrow
Fig. 1 - Action button drop-down arrow

 

Action

Location

Description

action-new

List Views

Opens the new object dialog

action-publish

List Views, Properties, Edit Page

Immediately publishes selected or currently open content

action-refresh

List Views

Refreshes a list view

action-unpublish

List Views, Properties, Edit Page

Immediately unpublishes selected or currently open content

action-schedule

List Views, Properties, Edit Page

Opens the scheduled publish and unpublish dialog for selected or currently open content

action-trash

List Views, Properties, Edit Page

Moves the selected or currently open content to the trash

action-save

Properties, Edit Page

Saves the currently open content and immediately sends to the Preview environment

action-save-version

Properties, Edit Page

Saves a permanent version of the currently open content

action-save-and-publish

Properties, Edit Page

Saves and publishes the currently open content

action-share

Properties, Edit Page

Opens the share content dialog for the currenlty open content.

action-edit-page

Properties, Edit Page

Opens the currently open content in edit page mode (separate tab). 

action-copy

List Views, Properties, Edit Page

Immediately copies the selected or currently open content

action-history

Properties, Edit Page

Opens the history dialog (i.e. audit log)

action-version

Properties, Edit Page

Opens the published versions dialog

action-close

Edit Page

Properly closes and unlocks the currently open content


Other Actions

Other actions are located within the object properties dialogs where you will be editing the content. 

Select Actions

These actions allow you to select another object from within your site. Common actions you’ll see are for selecting a Folder, Template, and Image. When the Select action has an orange background, no selection has been made (Fig. 2). If it is gray, then a selection has been made (Fig. 3). 

action-select-folder
Fig. 2 - Object select action without a value

action-select-folder-with-value
Fig. 3 - Object select action with a value

When an object is already selected, you will see the properties icon and the remove icon (Fig. 4). When you click the Properties icon, sometimes referred to as the hamburger icon, it will open the properties dialog for that object. If you click the Remove icon it will remove the current selection.

icons-properties-remove
Fig. 4 - properties and remove icons, respectively

Add Actions

When an object is defined with lists that contain one or more object references it will show a large button that says add [object] where “[object]” is the type of object. In Figure 5 below, the add Authors and add Tags buttons are shown together. This is common for most objects within Marketpath CMS.

action-add-authors-tags
Fig. 5 - Add object buttons


 



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