Marketpath CMS Tutorial Series

Navigation

Last Updated 1/24/2019

Lesson overview

This lesson covers how you navigate the Manage environment. It will show you how to select your site, find content using filters. It will also show you how to customize what you see and create shortcuts to commonly used dialogs.

Selecting a Site

When you first log into Marketpath CMS and you only have one site, Marketpath CMS will automatically open the site and show the following navigation.

If you have access to more than one site, you'll need to select your site using the site selector found in the top left corner. If you’ve already logged in and worked on a site, the last site you worked on will be automatically opened so you can continue working on it. 

You can select a different site by clicking the Site drop down arrow at the top left and then do one (or a combination) of the following:

  1. If this is not your first visit, select your site from the Recent Websites list.
  2. Type the site name, domain name, or account name into the “Search for a site” text box. The list will be filtered based on what you type. Then you can select the site accordingly
  3. Click on an account in the Accounts column on the left side of the site selector. This will show all sites associated with that account.
     

Primary Navigation

By default, after a site is selected, all users will see the following clickable navigation items:
Search

  • This Site - allows you to search for keywords across all object types in the site.
  • Create A New Item - allows you to create a new object
  • My Dashboard - shows the main Marketpath CMS dashboard. Currently this contains information about the latest release, a link to the training & support site, and a link to create a new site.
  • Content - This is the group container for most editable content types throughout the site. Most editors will spend the majority of their time in this section.

There are two other group containers not shown by default. We recommend avoiding these areas unless you know what you’re doing. 

  • Develop - contains links for templates, scripts, stylesheets, custom sites settings, and image presets.
  • Site - contains links for site settings, trash, redirects, error pages, imports and exports.

At the top right corner of the screen, you can also see icons for User settings, advanced settings, and help information. Just click each icon to show the corresponding drop down menu.

Finding Content

Next I’ll show you how to locate and open content for editing. When you open a Site, the first dialog that appears is the All Content dialog. This contains most of the content in your website. At this time, it does not contain menus or snippets because those do not allow URL’s. Any other object with or without a Live accessible URL on your website will be found in this list.

Each of these dialogs in the primary navigation are similar. They each have a search box, basic filters, advanced filters, sorting, quantity to show, layout by list or icon, and page navigation. The page navigation will show you how many items there are based on your current filtered view. With no filters, you can see we have a total of [X] pages.
 

Customizing Navigation

With Marketpath CMS, you can choose to show and hide only the items you need, creating a cleaner, more manageable environment. You can always get to the other items with an extra click, but they stay hidden until you need them.

To see all menu items, click Full Menu. You can click on any of these items to directly open their corresponding dialogs. 

To show or hide any specific item, click the star icon next to it. A solid orange star means the item will be shown in navigation. An empty star means it will not be shown.

Managing Shortcuts

Now, I’ll show you how to create a shortcut. A shortcut is like a bookmark (or favorite) used in web browsers like Microsoft Edge or Google Chrome. When you click the bookmark, it takes you directly to the saved web page. The same goes for Marketpath CMS shortcuts. They take you directly to the dialog referenced in the shortcut. The biggest difference is that Marketpath CMS shortcuts can also contain default data and selections reducing the clicks needed to accomplish common tasks.


By default, your site should not have any shortcuts, unless a developer or another user shared one or more with you.
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To create a shortcut, click the star icon (just once) in the top right corner of the dialog for which you want to create the shortcut.
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This will add a new shortcut to your primary navigation. Let’s create a shortcut to create a new blog post. Click Blogs, the browse arrow, then click new blog. Now we’re in the new blog creation dialog. Click the star at the top right corner of the dialog. This will create the shortcut, will automatically be named "New Blog Post", and appear in the primary navigation.
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You can rename shortcuts, change their background color and icon, and share them with other site users. When you mouseover a shortcut, you'll see three vertical dots appear. Click on those dots and you'll see four options.
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Click Appearance to change the name, background color, or icon. I’ll change the name to “New Post” and the background color to Orange. When you're done making changes, click the green arrow next to the name field. This will save it.
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You can also share the shortcut by clicking the Share option. This will show a green button that says Share with all site users. All users that access the site will automatically see this shortcut in their list of shortcuts. They may choose to use it or click the Hide option which will only hide it for themeslves. It will not hide it for other users.

To unshare, follow the same steps as you would to share the shortcut but, instead, click the Stop sharing button. Keep in mind, this only unshares it for future users who access the site. It will not remove it from users who have already had it added to their shortcut list, which occurs when they access the site.

To move a shortcut, chose the Move option and use the up and down arrows to move the option to a new location. Click the green arrow when complete. 
To delete a shortcut from your list of shortcuts, you'll need to open the Full Menu. This is different than hiding the shortcut. Hiding a shortcut will only hide it in the navigation but the shortcut will still appear in your shortcuts list in Full Menu. To delete a shortcut, mouseover the shortcut you want to delete and click the delete icon (red circle with a white dash).

If you are working on a smaller screen with a limited work area you can collapse the menu by clicking the left arrow at the bottom of the primary navigation pane. Alternatively, you can expand the menu by either clicking on a group container (i.e. Content, Develop, or Site) or by clicking the right arrow in the collapsed navigation pane.

This will add a new shortcut to your primary navigation. In the image above, we're creating a new shortcut for a datastore item. So, our shortcut will automatically be named "New Datastore Item".

You can rename shortcuts, change their background color and icon, and share them with other site users. When you mouseover a shortcut, you'll see three vertical dots appear. Click on those dots and you'll see four options.

Click Appearance to change the name, background color, or icon. In the example below I name it "New Wood Project" and changed the background color to yellow. When you're done making changes, click the green arrow next to the name field. This will save it.

You can also share the shortcut by clicking the Share option. This will show a green button that says Share with all site users. All users that access the site will automatically see this shortcut in their list of shortcuts. They may choose to use the Hide option which will only hide it for their user. It will not hide it for other users.

To unshare, follow the same steps as you would to share the shortcut but, instead, click the Stop sharing button. Keep in mind, this only unshares it for future users who access the site. It will not remove it from users who have already had it added to their shortcut list, which occurs when they access the site.

To move a shortcut, chose the Move option and use the up and down arrows to move the option to a new location. Click the green arrow when complete. 

To delete a shortcut from your list of shortcuts, you'll need to open the Full Menu. This is different than hiding the shortcut. Hiding a shortcut will only hide it in the navigation but the shortcut will still appear in your shortcuts list in Full Menu. To delete a shortcut, mouseover the shortcut you want to delete and click the delete icon (red circle with a white dash).

Collapsing the Primary Navigation

If you are working on a smaller screen with a limited work area you can collapse the menu by clicking the left arrow at the bottom of the primary navigation pane. Alternatively, you can expand the menu by either clicking on a group container (i.e. Content, Develop, or Site) or by clicking the right arrow in the collapsed navigation pane.

 

 

 

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