UX ADMINISTRATION

Chapter 4. WORKING WITH PAGES AND WIDGETS

   

 

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Creating an "Informational" Page

The Create a New Page option lets you create an “informational” or “template” page comprised or one or more “page blocks.” Each “page block” can contain a unique page “component” (see Working with Components for details). You can specify the User Types for which the page will be displayed.

To create a new Page:

1. From the Pages and Widgets menu (see Creating and Editing Pages for details), select Create a New Page.
   • The Create New Page panel displays.

2. Enter a name for the page in the New Page Title text box. This field is mandatory.
3. Select the radio button for the Page Layout on which you wish to base the page.

   NOTE: Once the initial page layout has been selected, you can add rows to or delete rows from the page as desired.

4. Click the Create Page button.
   • The Create New Page panel closes, and the selected page template displays.

5. Configure usage settings for the page as appropriate:
   • Click the Expand Page Properties icon to expand the Settings for Activating, Publishing, Labeling, and Privacy field.
6. For “global” pages, use the Global Settings - Publish a page and Global Settings - Set a global page checkboxes to publish the page to one or more selected libraries or to all libraries.

   NOTE: “Global” page functionality is available to Customer SuperUsers only.

   NOTE: The Publish a page and Set a global page checkboxes are mutually exclusive.

   • A checkmark indicates the associated option is selected.
   • An empty checkbox indicates the associated option is not selected.
   • Clicking a checkbox repeatedly will toggle it on and off.
     • The Global Settings field refreshes to display the Publish page to other libraries and Publish to all libraries checkboxes.

       NOTE: The Publish page to other libraries and Publish to all libraries checkboxes are mutually exclusive. The Force Active Page Now and Active on a Date checkboxes are mutually exclusive.

   • To publish the Page to one or more selected libraries:
     • Select the Publish page to other libraries checkbox. The Global Settings field refreshes to display the Select Libraries menu and the Force Active Page Now and Active on a Date checkboxes. The Select Libraries menu lists all libraries in your system.
     • Click the Select Libraries Menu Open icon to open the Select Libraries menu.
     • Use the checkboxes to select the libraries to which you wish to publish the Page. A checkmark indicates the Page will be published to the associated library. An empty checkbox indicates the Page will not be published to the associated library. Clicking a checkbox repeatedly will toggle it on and off.
     • When all desired libraries have been selected, click outside the Select Libraries menu to close the menu.
   • To publish the Page to all libraries:
     • Select the Publish to all libraries checkbox. The Global Settings field refreshes to display the Force Active Page Now and Active on a Date checkboxes.
   • To make the Page Link active upon saving:
     • Select the Force Active Page Now checkbox.
     • The Page Link will be available to the specified User Type(s) immediately upon saving.
   • To make the Page Link active on a specified date:
     • Select the Active on a Date checkbox. The Create Page Link page refreshes to display the date entry text box.
     • Click the Date Entry Calendar icon to select the desired date from the Date Entry Calendar (see Using the Date Entry Calendar for details).
     • Upon saving, the Page Link will be made available to the specified User Type(s) on the specified date.
   • To make the page inactive, leave both the Force Active Page Now and Active on a Date checkboxes unselected.
7. For “local” pages, use the Local Settings options to edit settings for the page as desired:
   • Use the Visibility checkboxes to select the User Type(s) for which the page will be available; Guest, Patron and/or Staff.
     • A checkmark indicates the page is enabled for display for the associated User Type.
     • An empty checkbox indicates the page is disabled from display for the associated User Type.
     • Clicking a checkbox repeatedly will toggle it on and off.
   • Use the Active Now or Active on a Date checkbox to specify when the page will become active in the system.

     NOTE: The Active Now and Active on a Date checkboxes are mutually exclusive.

     • A checkmark indicates the associated option is selected
     • An empty checkbox indicates the associated option is not selected.
     • Clicking a checkbox repeatedly will toggle it on and off.
   • Select the Active on a Date checkbox to make the Page active on a specified date.
     • The Local Settings field refreshes to display the date entry text box.
     • Click the Date Entry Calendar icon to select the desired date from the Date Entry Calendar (see Using the Date Entry Calendar for details).
     • Upon saving, the Page will be made available to the specified User Type(s) on the specified date.
   • Select the Active Now checkbox to make the Page active upon saving. The Page will be available to the specified User Type(s) immediately upon saving.
     • The Local Settings field refreshes to display the Set Homepage Now and Set Homepage on a Date checkboxes, allowing you to set the Page as the Homepage for your library.

       NOTE: If you do not wish to set the Page as the Homepage for your library, leave both the Set Homepage Now and Set Homepage on a Date checkboxes unselected.

     • To set the page as the Homepage now, select the Set Homepage Now checkbox. The Homepage will be available to the specified User Type(s) immediately upon saving.
     • To set the page as the Homepage at a later date, select the Set Homepage on a Date checkbox. The Local Settings field refreshes to display the date entry text box. Click the Date Entry Calendar icon to select the desired date from the Date Entry Calendar (see Using the Date Entry Calendar for details). Upon saving, the Homepage will be made available to the specified User Type(s) on the specified date.
8. To add a new row to the Page template:
   • Position the cursor on the Page template at the position in which you wish to insert a new row, then click Add New Row.
     • The Add Row panel opens.
     • The Add Row panel shows a selection of row templates that can be added to the Page.
   • Click the desired template in the Add Row panel.
     • The Add Row panel closes, and the selected template is added to the Page template.
9. If desired, repeat step 8 to add additional rows to the Page template.
   • To delete a row from the page, position the cursor below the row you wish to delete, then click Delete Previous Row.
     • The confirmation message “You have just deleted a row.” shows briefly at the top of the screen.

       NOTE: To restore the deleted row, click undo in the confirmation message before the message expires.

10. Add components to the page as desired (see Working with Components for more information).
11. When all desired content has been added to the page, click the Save Page Settings button to save the page.
    • A confirmation message shows briefly at the top of the screen, the page template closes, and the page is added to all specified libraries, as applicable.

To edit an existing page:

1. From the Pages and Widgets menu (see Creating and Editing Pages for details), click the tab for the Page you wish to edit.
   • The Edit Page screen displays. The screen pre-filled with the current content for the page.

• Click the Expand Page Properties icon to expand the Settings for Activating, Publishing, Labeling, and Privacy field.

2. Edit the Page Title in the Enter Page label here field, as desired.
3. For “global” pages, use the Global Settings - Publish a page and Global Settings - Set a global page checkboxes to modify the libraries to which the page will be published as desired.

   NOTE: “Global” page functionality is available to Customer SuperUsers only.

   NOTE: The Publish a page and Set a global page checkboxes are mutually exclusive.

   • A checkmark indicates the associated option is selected.
   • An empty checkbox indicates the associated option is not selected.
   • Clicking a checkbox repeatedly will toggle it on and off.
     • The Edit Page Link screen refreshes to display the Publish page to other libraries and Publish to all libraries checkboxes.

   NOTE: The Publish page to other libraries and Publish to all libraries checkboxes are mutually exclusive.

   • To publish the Page to one or more selected libraries:
     • Select the Publish page to other libraries checkbox. The Edit Page screen refreshes to display the Select Libraries menu. The Select Libraries menu lists all libraries in your system.
     • Click the Select Libraries Menu Open icon to open the Select Libraries menu.
     • Use the checkboxes to select the libraries to which you wish to publish the Page Link. A checkmark indicates the Page Link will be published to the associated library. An empty checkbox indicates the Page Link will not be published to the associated library. Clicking a checkbox repeatedly will toggle it on and off.
     • When all desired libraries have been selected, click outside the Select Libraries menu to close the menu.
   • To publish the Page Link to all libraries:
     • Select the Publish to all libraries checkbox.
4. For “local” pages, use the Local Settings options to edit settings for the page as desired:
   • Use the Visibility checkboxes to select the User Type(s) for which the page will be available; Guest, Patron and/or Staff.
   • Use the Active Now or Active on a Date checkbox to specify when the page will become active in the system.
   • Use the Set Homepage Now or Set Homepage on a Date checkbox to set the Page as the Homepage for your library.
5. When all desired changes have been made, click the Save Page Settings button to save your changes and close the page. (Click the X button to cancel your changes and leave the page unchanged.)
   • The Edit Page screen closes, and a confirmation message shows briefly at the top of the screen to confirm your changes.

To delete an existing page:

1. From the Pages and Widgets menu (see Creating and Editing Pages for details), click the Remove Page icon for the page you wish to delete.
   • The message “Are you sure?” displays briefly at the top of the screen.
2. Click Yes on the confirmation message to complete the deletion. (Allow the message to expire to cancel the deletion and retain the page.)
   • The Pages and Widgets menu refreshes with the selected page removed from the list, and the message “page Deleted” displays briefly at the top of the screen.

 

 

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