The All Pubs Dashboard will display a list of all the Pubs in your Community for which a user has access, sorted by most recently updated.
Each Pub appears on a Pub Card in the list, which includes:
- the Pub Type
- the Pub Title
- Contents
If Contents is selected, the Card will expose a list of related Pubs by title. If a Title is selected, the user will be redirected to the corresponding Pub Details page.
Selecting the title of a Pub on a Pub Card will take users to the Pub Details page. To make changes to a Pub, select the vertical three-dot menu to the far right of the Pub Card.
In addition to selecting individual Pub Cards, two buttons in the upper-right corner allow users to create and further manage Pubs. Clicking on the Create button will open a pop-up to create a new Pub. Selecting Manage Types button will take you to the Types Dashboard, where users can edit and manage all the Pub Types in your Community.
Update Pub
To edit or update a Pub, select the vertical-three dot menu on the right side of the Pub card and select Update from the dropdown menu.
A pop-up will appear in the center of the screen with the default form to the update the contents of any Pub Fields using the default Form for the Pub Type. Use the grey bar to the left of the Field to turn on and off a required Field. Enter any updated content and select Update Pub when finished.
Remove Pub
To edit or update a Pub, select the vertical-three dot menu on the right side of the Pub card and select Remove from the dropdown menu.
A pop-up will appear to confirm removal, where users can select Cancel or Permanently Remove Pub. If removal is successful, an alert will appear in the lower-right corner of the interface.
Pub Details
Pub Details
A Pub Details page provides an overview of a Pub, associated Fields and Field Values, and information for managing the Pub.
On the left side of the page, Fields associated with that pub will display with Field Values. Any attached files to the Pub may be downloaded on this page.
On the right side of the page, the following headings may appear:
- Current Stage: the Stage where the Pub is currently located
- Actions: a “Run action” button. If selected, a dropdown menu will list available actions that can be run on this Pub
- Members: a list of Members that have access to the Pub & their level of access. New members can be added by selecting Add Member.
Pub Contents
The Pub Contents table includes all child pubs, filtered by Pub Type. This table displays:
- Title: the Title of the related Pub
- Stage: the Stage in which the related Pub is currently located
- Created: the date the related Pub was created (displayed as MM/DD/YYYY)
- Actions: a “Run action” button. If selected, a dropdown menu will list available that can be run on this Pub.
This table will also display any columns with the MemberId schema.
Related Pubs
The Related Pubs table includes all related Pubs based on specific reference Fields, filtered by Pub Type.
This table displays:
- Title: the Title of the related Pub
- Stage: the Stage in which the related Pub is currently located
- Created: the date the related Pub was created (displayed as MM/DD/YYYY)
- Actions: a “Run action” button. If selected, a dropdown menu will list available that can be run on this Pub.
This table will also display any columns with the MemberId schema.