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Page Actions

When in edit or preview mode, whether the page is checked out to a user or not, or when editing a page within the WYSIWYG Editor, several utilities are available at the top of the screen in the form of the Page Actions toolbar. The available actions differ depending upon page status, access settings, and other configuration options.

Example of Page Actions Toolbar (Preview Mode and Checked Out)

preview mode check out

Example of Page Actions Toolbar (Preview Mode and Checked In)

preview mode check in

Example of File Action Toolbar for an Image (Edit Mode and Checked In)

edit mode check in

Example of Page Actions Toolbar (Preview Mode and Scheduled)

page scheduled

 The Page Actions toolbar can include the following functionality:

  • Preview: Displays the page in preview mode, which includes the selection of output type; for example, HTML or PDF, and makes available the server choice drop-down.
  • Edit: Displays the page in edit mode, which includes editable regions. Checking out the page shows additional utilities.
  • Source: Opens the page for editing with the Source Editor; available when the page is checked out to a user.
  • Properties: Properties provides access to editing various other page items. A page or file must be checked out to view or update parameters. Once clicked, the menu items under Properties include the functionality for Parameters, MultiEdit Content, RSS, Analytics, Access, and the Log, as applicable.
  • Versions: Used to view the committed versions of the page; available when checked out to the current user.
  • Page Check: If configured, clicking the Page Check icon displays the Page Check dialog with the ability to run any available page checks; available when the page is checked out to the current user.
  • Save Version: Allows for the user to save a version of the current page, which is a useful action to perform before other actions such as a find and replace; available when the page is checked out to the current user.
  • Check Out/In/Lock: Allows for a page to be checked out by the current user or, if checked out to the current user, the current user can check the page back in. If the page is checked out to another user, a lock is shown. 
  • Publish: After choosing an editable region and editing the page, the Publish button is available once the page is saved. The split button for publishing includes access to the Publish dialog and its functionality as well as the available actions associated with a publish. These include Schedule, Submit for Approval, and Expire.
  • Server Drop-Down: The Server drop-down gives the user the option to view the site as it currently looks on the published production server, or from the staging server, and if Multi-Target Publish is configured with publish targets, an alternative publish target may be chosen.
  • Output Selector (Available with Preview): If the site’s templates have been configured to provide more than one output type (for example, HTML, PDF, or XML), the output to view can be selected from the drop-down menu.
  • Multi-Browser PreviewMulti-Browser Preview provides c ro ss-browser, cross-platform rendering of web pages prior to publishing to the production server or publish target.