Operations CMS - Use the Draft Feature with Existing CMS Pages

1. Navigate to "CMS"

   In order to use the draft feature with existing 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. Another way is to create a draft of an existing page in order make edits before publishing the new version. Today we will work on using the draft feature on an existing CMS page.

   

4. Select an existing page

   You can browse and select an existing page in the system.

   

5. Enter a search term to find a page

   You can also search to find an existing page by entering the code, name, or a keyword in the search field.

   

6. Click "Edit page" icon

   Once you have found the CMS page you would like to edit, click the "Edit page" icon.

   

7. Click "Create draft"

   While viewing the page, click "Create draft".

   

8. Click "OK"

   Confirm the action by clicking "OK".

   

9. Update as needed

   The "Save" button will be replaced with the "Publish" button. You can now edit, save, and preview your draft just like a normal page. This will not affect the existing page in the site. 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.

   

10. Click "Save draft"

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

    

11. Click "Preview"

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

    

12. Previewed page

    You will be redirected to a new tab to view the updated page.

    

13. Click "Publish"

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