*Note: A single Article will be referred to as a Post for specificity.
Users can create Posts to present long-form text documents with customizable formatting that can be viewed by users and shared with other users via social sharing tool. Administrators can track the activity and popularity of a post to gain greater insight into the effectiveness of the shared content. Posts are a great way to author rich searchable content that can be shared with all employees across your organization as well as with customers and partners.
To create Articles, users must be assigned one of the following permissions:
- Administrator System Role
- Article Type Publish Access
- Article Type Contribute Access
TO CREATE POSTS:
- As Administrator: In the Setup Home page, click Create > Articles. Click the Article Type.
As Publisher/Contributor: Navigate to the article type's tab for which you want to create a new post.
- Click New Post.
- In the Subject field, enter a name for your post. You may enter an optional summary of your post in the Summary field.
- Click Create.
- In the Editor, enter content for the post. You can use the formatting bar at the top to style your content as needed.
- Rich Content: You can upload media from your computer, select files stored on your Magentrix server or link to the document from the internet. You can also resize images directly in the editor. Click and drag a corner of the image to resize. Double click on the image in the editor to change these settings.
*Note: The Assets Tab from the server will only be visible to administrators.
If uploading from document library - ensure document security allows sharing with the target audience.
You can give these assets CSS styling, make them hyperlinks and decide if the link opens a new window or opens on the current one. You can also see and edit the source code.
- In the Post Settings sidebar, you can configure the following settings for this post:
- Author: The default setting is the person who creates the post, but you can change the author by searching and selecting the appropriate author for this post.
- Category: Select the Category for which this post will be published under.
- Language: Select the language for this post if your organization supports multiple languages. Magentrix supports multiple language settings. This setting will default to the user's language preference. Users will see posts in default language first - they can choose other languages from the sidebar if enabled.
*Note: Administrators must add and activate languages in the Language Settings Page.
- Tags: If you want to add Tags to the post and tagging is enabled, click the Tags sidebar:
- If you want to add a new Tag, click New Tag and enter a Tag name, then click OK.
- If you want to add an existing Tag, search for the tag in the Search Tags field, or click on a suggestion in the Popular Tags area.
- Location: You may show your post on a map to relate them to a geographical location. This map is able to highlight your international and/or local affiliations.
If you have “Show posts on map” enabled for this article type:
- Click the Location sidebar.
- Drop a location pin by searching by postal code, address or intersection.
Zoom in or out on the map by scrolling or using the plus or minus symbols.
- Once the pin has dropped you can click and drag it to adjust its position.
- Click the Update button to refresh the latitude and longitude information.
- Click Save.
- Zoom Level: This feature allows users to filter out the noise on the map and display the dropped pin in an appropriate sectioning. E.g. if you have lots of posts from on country, setting a low number will only show the post pin when the map is zoomed in close. Select 0 to display post location at world level view on map.
*Note: Depending on your browser settings, once you open the editor with “show posts on map” enabled - you may be prompted to allow Magentrix to know your location.
- Click the Settings Tab and configure the following settings:
- Click the Comments Tab.
Using this tab you can review comments submitted on the post and when needed mark them as Spam or publish them when comment moderation is enabled. You can receive useful feedback and encourage user engagement from your readers with this feature.
- Click the Revision History Tab.
If you have Version Control enabled for the article type, you can browse all revisions of the post and review the complete history, who published each version and at what time. Furthermore, it allows you to browse older version of the post, revert to an older version and more. For more information, see Managing Posts.
- Click the Activity Tab.
This tab shows post activities, you can quickly review the post activity and compare last week to this week. Furthermore, you can review a detailed log of various events that took place on the post such as visits, revisions, and publications.
- Click the Attachments Tab.
To Link document from the internet:
You may attach additional documents to the post via Attachments. You can upload directly from your device or provide a link to the document. This is useful for sharing complementary documentation or materials.
To Upload Directly:
- Click Attach File.
- Select the file you wish to attach and click Open.
- Click Link File
- In the Subject field, enter a name.
- In the URL field, enter the URL of the asset you wish to attach.
- If you want to make the attachment invisible to other users, check the Private box.
- Click Save.
- Click the Approval History Tab. If post approvals is enabled, you can submit your post for approval here. For more information, see Post Approvals.
- Before publishing your post, you may click Preview in the Content pane to view your post before it is public.
- To save your post as a draft, click Save.
*Note: At this point, contributors will have to notify a publisher or admin to publish their post (When approvals are not enabled) or submit it for approval.
- As Administrator or Publisher: To publish your post, click Publish.
Return to Articles Checklist
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