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Configure the article

News, events and announcements

There shouldn’t be a need to change the configuration of your articles, as it’s best that they maintain a consistent look and feel across your system. However, there are a couple of ways content authors can configure articles pages.

There are two types of adjustments content authors may wish to make:

  • changes to article specific settings, and/or

  • changes to the layout and formatting of the page.

Changes to article-specific settings

Article type

Overview

When you create an article you select the type of article you want the article to be (e.g. News, Event, or Announcement etc.).

Content authors are able to change the article type if required. This will simply change the way the article is visually represented (colour and article icon) in the News and events listing.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Within the News, events and announcements general section, navigate to the News type metadata field.

  5. Edit the News type metadata field as follows:

    • un-tick 'Use default' (it may already be un-ticked) and select the article type you wish to change the article to.

  6. Save the change.

Article image

Overview

Please note: this section is only relevant to articles that have a thumbnail image associated with them.

When creating an article Content authors have the option to add an image for the article. By default, the image will show on both the News and event listing item and within the article itself.

Content authors are able select an option to show the image just on the News and event listing item.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Within the News, events and announcements general section, navigate to the Show Related Image (thumbnail) in article main body? metadata field.

  5. Edit the Show Related Image (thumbnail) in article main body? metadata field.

    1. un-tick 'Use default' (it may already be un-ticked)

    2. select one of the following options:

      • Detail view and Thumbnail: article image with show on both the News and event listing item and within the article.

      • Thumbnail only: article image will show on the News and event listing item only.

  6. Save the change.

Event details

Overview

Please note: this section is only relevant to Event articles.

When creating an event article Content authors add start date and time, end date and time and a location for their event.

Content authors are able edit these fields if needed.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Navigate to the Events section.

  5. Edit the metadata fields within the Events section as required.

    • Event start date: un-tick 'Use default' (if not already done) and update the start date and time of the event.

    • Event end date: un-tick 'Use default' (if not already done) and update the end date and time of the event.

    • Location: un-tick 'Use default' (if not already done) and update the location of the event.

  6. Save the change/s.

Client specific settings

Overview

As flagged within the Create an article section of the guide, the Create an article form is customised for each organisation. Content authors will have access to different fields in their Create an article form. Some of these fields may be editable by content authors.

The following guide provides an example of a customised field and how to update it.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Navigate to the (Client) Custom news, events and announcements section.

  5. Edit the metadata fields within the (Client) Custom news, events and announcements section as required. For example:

    • News topic: un-tick 'Use default' (if not already done) and select topics that apply to your article (to help with filtering the News and events listing page).

  6. Save the change/s.

Changes to the layout and formatting of the page

Personalisation metadata

Overview

The Personalisation Metadata options of an article can be available depending on the configuration of the personalisation options of your Squiz Workplace instance.

These metadata will be used to:

Guide

  1. Navigate to the page you want to update.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Chose the tags available under the section "(Client) Content Personalisation", see that some options are locked down, they are reserved for administrators of Squiz Workplace.

Author block

Overview

The Author block of a page contains:

  • the user avatar and name of the person that created the page

  • the date the page was created on

  • a favourite button (allowing users to 'favourite' the page)

  • an Edit button (allowing user to click through to the Edit+ interface to edit the page).

Content authors are able to switch the author block on and off as desired. It is important to note that switching off the author block will hide all of the above information/features.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Within the Page Layout section, navigate to the Show author block? metadata field.

  5. Edit the Show author block? metadata field as follows:

    • Author block switched off: un-tick 'Use default' and select 'No'.

    • Author block switched on: keep 'Use default' tick box checked.

  6. Save the change.

Last updated by section

Overview

The last updated by section of a page shows:

  • the user avatar and name of the person that last updated the page

  • the date the page was updated.

Content authors are able to switch the last updated by section on and off as desired.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Within the Page Layout section, navigate to the Show who last updated this page? metadata field.

  5. Edit the Show who last updated this page? metadata field as follows:

    • Last updated by switched on: keep 'Use default' tick box checked.

    • Last updated by switched off: un-tick 'Use default' and select 'No'.

  6. Save the change.

Comments

Overview

The comments section of a page allows users to comment on the content of your page (if you let them…). You might want feedback on your content or it might be a set of non-negotiable content that doesn’t warrant inviting comment.

Content authors are able to switch the comments section on and off as desired.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button (Screenshot of Squiz Workplace edit button) or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Within the Page Layout section, navigate to the Show comments? metadata field.

  5. Edit the Show comments? metadata field as follows:

    • Comments switched on: keep 'Use default' tick box checked.

    • Comments switched off: un-tick 'Use default' and select 'No'.

  6. Save the change.

Overview

The back to top link is exactly what it sounds like—a link for user to click on, that takes them back to the top of the page.

Content authors are able to switch the back to top link section on and off as desired.

Guide

  1. Navigate to the page.

  2. Click the 'Edit' button or add '/_edit' to the URL of the page. This will open up the Edit+ Interface.

  3. Enter the Metadata screen.

  4. Within the Page Layout section, navigate to the Show back to top link? metadata field.

  5. Edit the Show back to top link? metadata field as follows:

    • Back to top link switched on: keep 'Use default' tick box checked.

    • Back to top link switched off: un-tick 'Use default' and select 'No'.

  6. Save the change.

Within the Edit+ interface, locate the link asset that you created previously.

  1. On the Details screen of the link asset, edit the following fields:

    • Title section

      • Title: update the title as required.

    • Link options section

      • Link to URL: copy in an external URL to link to, OR

      • Link to asset: select an asset to link to.

    • Related image section

      • Set Image: select an image for the link asset listing item.

  2. Click 'Save' to save the updates.

Configure settings on the link 'article'

  1. On the Metadata screen of the link asset, edit the following metadata fields.

    • (Client) Content Personalisation section

      • Personalisation options: select the appropriate tag/s for each personalisation category (for example, Primary Team, Location etc.).

    • Custom news, events and announcements general section

      • News topic: if you organisation is using topics, you can un-tick 'Use default' and select one or more topic for filtering purposes.

    • Page content section

      • Page summary: Un-tick 'Use default' and enter in a short description for the link.

  2. Click 'Save' to save the updates.

Publish the link 'article'

  1. On the Details screen of the link asset, edit the following field:

    • Status: select 'Approve and Make Live' from the select dropdown list.

  2. Click 'Save' to save the updates. Your article will now be live and available to users within your organisation’s Squiz Workplace.