You can both create new items or add existing items to
a project and then edit them as required.
To add an item to a project, you can either:
- Open an item in read mode and click Add to project.
- Open an item in edit mode and click Add to project and
then save the item. If the item is closed before saving, the item
is not added to the project.
- Select items in a view and click More actions > Add
to project.
- Open a project and click Add to project and
then select an item to add to the project.
- Open a project and click New to create
a draft item in the project.
Note: The maximum number of items that can be used in a single
project is 500.
Note: To add an item to a project, you must
have editor access to that item.
When you add an item to a project:
- You can also select items that are referenced by the item you
are adding to the project.
- Non-workflowed item types are saved as a draft.
- Workflowed items are added to a project in the first workflow
stage of their workflow.
When added to a project, you work with your items in the same way
as any other item by selecting an item in the project and clicking
Edit:
- Non-workflowed item types are saved as drafts until you are ready
to publish them by clicking Approve.
- Workflowed items are processed through a full workflow cycle until
reaching a pending state.
- Draft items in a project are displayed alongside other items in
your item views, but are displayed with a status of draft. If you
create a draft of a previously published item, both the draft and
published versions of your item appear in your item views.
- When you use selection dialogs, draft items from your current
project appear alongside currently published items so you can select
and link to both current items and draft project items.
Workflow item types: Workflows, workflow
stages and workflow actions cannot be added to projects.
Previewing items in a project
While you
are working on a project, you can preview the draft items in the project
as if they were published together on the live site.
Note: Care must
be taken when you preview content by using the servlet. Clicking a
link while you preview items in a project takes you out of the project
scope itself, and uses the scope of the current site instead.
Deleting items in a project
- Remove From Project
- When you select an item in a project and click Remove
From Project, the draft item is removed from the project
but is still visible in the Library Explorer.
- Delete
- When you select an item in a project and click Delete,
the draft is removed from the project and also deleted.
- Mark for deletion
- When an item is marked for deletion, the item is deleted when
the project is published.
- You can mark items for deletion in a project by:
- Adding the item to a project
- Opening a draft project item in read mode and clicking Mark
for deletion.
- When an item is marked for deletion, other buttons in the edit
view of the item are disabled. To cancel a deletion, click Cancel
deletion.
- When an item is marked for deletion, its workflow status is displayed
as Delete Pending.
- When you use Save As and Copy operations
on an item that is marked for deletion, the newly saved item is in
the first workflow stage.
- When you preview a project, items marked for deletion are not
displayed in the previewed website.
- If you delete an item that was originally created in the project
it is immediately deleted and is not displayed as Delete
Pending.
Disabling a workflow in a project
A workflow
can be configured so that it is disabled when an item that uses that
workflow is added to a project.
- Any items that use the disabled workflow have a status of draft
when added to a project, but no longer require to pass through a workflow
before the item is published.
- The workflow stage the item is returned to when the project is
published is also defined in the workflow.
- Any actions set to run on entering the stage that the item is
returned to are not run.
- An item has a status of "published" when the project is published
regardless of the workflow stage it is returned to, even if the workflow
stage does not use a publish action or if it precedes or follows a
workflow stage that contains a publish action.
Publishing Methods
Select the default publishing
method to be used by projects that are created by using this project
template:
- Date
- When Date is selected, all items are published
as soon as all the items in the project reach a state of "pending"
and the publish date that is selected in the project is reached. You
can also click Publish in the project form
before the date is reached, but only if all items in the project reach
a state of "pending".
- Manual
- When Manual is selected all items remain
in a state of "pending" until the project is manually published by
clicking Publish in the project form. The Publish button
is not activated until all items in the project reach a state of "pending".
Only users with editor access or higher to a project can publish a
project.
- Automatic
- When Automatic is selected all items are
published as soon as all the items in the project reach a state of
"pending".