Stage Details

Table of Contents

A Stage Details page provides an overview of a Stage, a list of all Pubs in that Stage, and information for managing the Stage.

A sample Stage Details page

 

In addition to selecting individual Pub Cards, two buttons in the upper-right corner allow users to edit Stage Settings and create Pubs in this Stage.

Options to edit Stage Settings and create Pubs in this Stage
  • Selecting the Edit Stage Settings button will take users to the Stage Settings Sidebar in the Workflows Dashboard, where users can edit and manage all the Pub Types in your Community. 
  • Select the Create button to create a new Pub. in this Stage.

Pubs

Each Pub appears on a Pub Card in the list, which includes:

  • the Pub Type
  • the Pub Name

To update or remove a Pub, select the vertical three-dot menu to the far right of the Pub Card. 

A sample Pub Card on a Stage Details page

Selecting the Name of a Pub on a Pub Card will take users to the Pub Details page. 


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 sample Pub Card on a Stage Details page

A pop-up appears in the center of the screen with the default form to the update the contents of any Pub Fields. Use the grey bar to the left of the Field to turn on and off a required Field. Enter any updated content and select Save when finished. If update is successful, an alert will appear in the lower-right corner of the interface.


Remove Pub

To remove a Pub, select the vertical-three dot menu on the right side of the Pub card and select Remove from the dropdown menu. 

Use the Remove button to remove a Pub

 

A pop-up will appear to confirm removal, where users can select Cancel or Permanently Remove Pub

Remove Pub warning

If removal is successful, an alert will appear in the lower-right corner of the interface.