Operations CMS - Add a New CMS Page Layout

1. Navigate to CMS

   Page layouts can be created in two ways. To start, navigate to CMS in the operations portal.

   

2. Go to the "Page Layouts" screen

   For this example, we will start from scratch. Click the “Page Layouts” screen. In order to access and update “Page Layouts” you will need to be set up either as an “administrator” or a “superuser”, or have the roles of: “contentEdit” and “contentView”.

   

3. Click the "Add Layout" button

   Click the “Add Layout” button located at the upper right corner of the screen.

   

4. Click the "x" icon

   Click the “x” icon to exit the preferred layout selection screen.

   

5. Key in generic content for the page

   Customize the page layout according to what you need. Key in generic content for the page.

   

6. Go to the "Page" tab

   Go to the sidebar’s “Page” tab.

   

7. Update the "Name" field

   Update the "Name" field under the General section. This will be the name of your new page layout.

   

8. Select a template

   Scroll down to the "Template" section and select your preferred template for the layout.

   

9. Click "Select featured image" button

   To add an image for your new page layout, scroll down the sidebar and go to the “Featured image” section. Click “Select featured image” to add a thumbnail for the page layout preview. This image can be added at any time.

   

10. Click "Upload"

    Select “Upload” to locate the image file.

    

11. Double click your file from the Explorer

    Double-click your image file from the Explorer to add.

    

12. Click "Save"

    The image is now uploaded to the system. Once the set up is complete, click the “Save” button. This is one way to create a new page layout.

    

13. Go to the "Pages" screen

    Another way to create a page layout is by copying the layout of an existing page. Go to the "Pages" screen under the CMS section. In order to access "Pages," you will need to be set up either as an “administrator” or a “superuser”, or have the roles of: “contentEdit” and “contentView”.

    

14. Click "Data"

    Then, go to the "Data" tab.

    

15. Search the page you want to copy the layout from

    Locate the page layout you would like to copy. In this example, we’ll be using the FAQs page. Enter in "faqs", then press the “Enter” key to search the page.

    

16. Click the “Edit page” icon

    Click the “Edit page” icon located at the right side of the page row to open the page in the CMS editor.

    

17. Click the three-dot icon

    Make updates to the page as needed. Then, click the three-dot icon on the right side of the “Save” button.

    

18. Select "Save as Layout"

    Now, select “Save as Layout”.

    

19. Click the "Click here to go to it" link

    A link will appear in the bottom left corner of the screen. Click the “Click here to go to it” link to access the layout if you would like to make additional updates.

    

20. Click "Save" button

    If you accessed the previous link, you can customize content and the layout. Click the "Save" button if any changes are made.

    

21. Go back to the "Pages" screen

    To check if the page layout has been successfully created, go back to the “Pages” screen.

    

22. Click the “Add Page” button

    Then, click “Add Page” button.

    

23. Select "Gutenberg"

    Select “Gutenberg” to add a new page.

    

24. The page layout has been successfully created

    A "Select layout" dialog box will display all previously created layouts. Here, you can see the thumbnail you uploaded earlier and the name of the layout you created. If you did not previously add an image for the new page layout, the preview tile will only show the page layout name. Select the layout to begin using it.