Operations CMS - Use the Draft Feature on New CMS Pages

1. Navigate to "CMS"

   In order to use the draft feature on new pages, navigate to "CMS" in the Operations Portal.

   

2. Click "Pages"

   Then, click "Pages". In order to access, edit, and publish Pages, you will need to have the role of: "administrator" or "superuser", or have the roles of: "contentView" and "contentEdit" and “cmsView”.

   

3. CMS Pages screen

   There are a couple of ways you can create a CMS draft. You can create a new CMS page and use the draft feature to create pages that are not yet ready for viewers. The other way is to create a draft of an existing page in order make edits. Today we will work on creating a new page and use the draft feature.

   

4. Click "Add Page"

   Once you have the required permissions, you will want to create a new CMS page by clicking the "Add Page" button.

   

5. Select "Gutenberg"

   Then, select the "Gutenberg" editor.

   

6. Choose desired layout

   You can choose from the sample page layouts. Or you can create your own layout.

   

7. Click "x" to create a blank page

   Or, click the "x" button to start with a blank CMS page.

   

8. Enter CMS page name

   Enter the CMS page name in the "Name" field.

   

9. Enter URL slug or code

   Enter the desired URL slug or code in the "URL Slug" field.

   

10. Click "Save"

    Then, click "Save" to save your updates made to the page.

    

11. Click "Create draft"

    Now, you can create a draft version of your new CMS page by clicking the "Create draft" button.

    

12. Click "OK"

    Confirm the action by clicking "OK".

    

13. "Save" button will be replaced with "Publish" button

    You will notice that the "Save" button will be replaced with the "Publish" button. Do not click the "Publish" button until you are ready to publish the page.

    

14. Update the CMS Page as needed

    You can now edit the draft CMS page and changes will not be visible on your website. Please note that you should not edit the page name or page slug/code for the draft. The code for the draft page is automatically generated and should not be changed.

    

15. Click "Save draft"

    You can save your updates to the page by clicking the "Save draft" button.

    

16. Click "Preview"

    You can preview your draft page to see how it will look on the website.

    

17. Click "Publish"

    Once everything looks good and your page is ready to be published, click "Publish".