The All Pubs View 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. 

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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. 

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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. 

Visible to Admins, the Action Log displays a table of all the actions that have run (as well as those scheduled to run) in a Community. The Action Log can be sorted by any column ascending and descending.

The table includes the following headers:  

• Action: the name of the Action that was run
• Initiator: the cause for the Action to run (either a user’s name or a Rule)
• Stage: the name of the stage during with the Action took place
• Pub: the Title of the pub that Action was run on. If this value is not available, defaults to the PubPub draft structure (ex: Untitled Pub - Jul 17 2024)
• Time: date/time the Pub was run (written in complete date plus hours and minutes format)
• Status: the status of the action’s run (canceled, failure, scheduled, or success)

The All Workflows View lays out a top-to-bottom flow of steps that a Pub will move through in a Community from submission to publication.  Workflows are made up of Stages, a step in a Community's publishing process, where Pubs can be acted upon. 

Similar to the All Pubs View, the Workflows View displays a list of Pub Cards, organized by Stage. 

Each Stage is listed by Name, along with the number of Pubs currently in the stage. Below, up to three Pubs appears on a Pub Card in the list, which includes:

• the Pub Type
• the Pub Title
• Contents. If selected, Contents 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. 
• A Move Action, allowing a user to move the selected Pub to a different Stage
• Any Actions that can be taken on the Pub

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. 

If four or more Pubs are in a Stage, a link to the Stage Details Page appears below the final Pub Card. Select See all pubs in stage to visit the Stage Details Page. There, users can view all Pubs in a given Stage.

Members are users who are part of the Community, from the administrative team to  invited users who participate in the publishing process.

The Members Dashboard (visible to Administrators) displays a table of all Members of a Community. The Members table can be sorted by any column ascending and descending. The table can also be searched by email.

The table includes the following headers:  

• First Name: the first name of the Member
• Last Name: the last name of the Member
• Email: the email of the Member
• Role: the access and permissions of the member within your Community. (admin, editor, or contributor). admin can do anything within the Community; editor can edit most things; contributor are only able to see the forms and other public-facing content that are linked to them. Members added via this table are by default assigned editor; Members invited via the email action who do not yet exist are assigned contributor.
• Joined: the date on which the Member was invited to the Community (formatted as MM/DD/YYYY)

Remove Member

To remove a member, select the vertical three-dot menu at the far right of the member row. Select Remove member from the dropdown Actions menu.

Members cannot be edited at this time. If edits are needed, remove the member and re-add via Add Member.

Add Member

To add a member, select Add Member. A pop-up will appear, where users can enter the email address of the new Member to invite to the community.

If the email is associated with a Platform account, their full name and email will appear at the bottom of the pop-up screen. Users can select a Role from the dropdown menu (admin, editor, or contributor). Select Add Member to add member to the Community.

If the email is not yet associated with a Platform account, additional information is required to invite the new Member:

• First Name: the first name of the Member
• Last Name: the last name of the Member
• Role: the access and permissions of the Member within the Community. Select Admin, Editor, or Contributor from the dropdown menu. By default, new members are assigned Editor. Admin can do anything within the Community; Editor can edit most things; Contributor are only able to see the forms and other public-facing content that are linked to them.

Select Invite to send an email invitation to the Member.