New! Editing content with Workflow

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6 April 2018
Mosaic Team

Following platform release 2.0.23 on 10 April, content editing will be significantly different.

Previously, when a page's content is changed and the editor presses Save, those changes are made immediately. From now on a new workflow for content editing will be in place.

What's changed?

  • Content now exists in one of three states: Draft; Needs review; Published - up to one Published version and one Draft/Needs review version of a page can exist at any one time
  • A new user role exists: Site Contributor - see User Roles documentation for more information
  • Location of editing controls has moved to a new editing menu - see Page Editing documentation for more information
  • Quickedit has moved to the new editing menu - see Page Editing documentation for more information
  • Changes to the page edit screen to separate revisionable and non-revisionable content and metadata - see Page Editing documentation for more information
  • Up to four new tabs visible in Manage Content, to list: all content in Draft and Needs review; content created by the user in Draft and Needs review - see Manage Content documentation for more information

Details about the new workflow are available in the Content Workflow documentation.

How do I...

You can do this using the full page editing screen or Quickedit.

Full page editing

  • Click the 'Edit page' link in the page edit menu.
    Select page edit

    Output on a Mosaic site: Page editing menu

  • Make edits to content*
  • Click 'Publish now'
    Publish now on the page edit screen

    Publishing options on the page edit screen

  • The edits will be visible on the Published version of the page

*Revisionable and non-revisionable content have been separated on the page edit screen: More information is available in the Page Editing documentation.

Quickedit

If a Published version of a page exists and there is no Draft or Needs review version, you can edit using Quickedit.

Quickedit is accesible via the page editing menu:

Quickedit in the page editing menu

Quickedit in the page editing menu

 

If a Draft or Needs review version of the page exists, Quickedit will not be available and the following message is displayed when a user attempts to use Quickedit.

Quickedit unavailable message when draft is in progress

Quickedit unavailable message when draft is in progress

 

  • In Manage Content, click 'Add new content'
  • On the Add content screen, select either a template to use (if any have been created on your site) or a content subtype to create content from scratch
  • In the New draft screen within the page edit mode, create the page content*
  • When you are ready to save, click 'Save as draft' (if you want to continue editing the draft in the future) or 'Save as review' (if you want a user with a higher level role to review the content)
    Save as draft/review options in the page edit mode

    Save as draft/review options in the page edit mode

  • After clicking Save, the page editing menu will note that no published version exists and the draft/review version is being viewed
    Page editing menu for a draft with no published version

    Output on a Mosaic site: Page editing menu for a draft with no published version

*Revisionable and non-revisionable content have been separated on the page edit screen: More information is available in the Page Editing documentation.

Return to the draft/review version later

Navigate to the page, then click the 'Edit page' link to access page edit mode.

 

  • Click the 'Edit page' link in the page edit menu.
    Select page edit

    Output on a Mosaic site: Page editing menu

  • Make edits to content*
  • Click 'Save as draft' (if you want to continue editing the draft in the future) or 'Save as review' (if you want a user with a higher level role to review the content)
    Save as draft/review options in the page edit mode

    Save as draft/review options in the page edit mode

  • When a version of a page is saved as Draft or Needs review, the currently Published version of the page remains published.

*Revisionable and non-revisionable content have been separated on the page edit screen: More information is available in the Page Editing documentation.

Return to the draft/review version later

Navigate to the page, then:

  • To view the draft/needs review version: click on the 'View the draft/review in progress' link in the page editing menu:
    View draft link in the page editing menu

    Output on a Mosaic site: View draft or review link in the page editing menu

  • To edit the draft/needs review version: click on the 'Edit page' link in the page editing menu