Academy story

A story is gone. Where is it?

There are three possibilities how a story can "disappear" and how you can find it again:

1. The story expired.
Each story has an expiration date. By default it is set two years after creation. But it can also be modified individually while creating a story. At the expiration date, the story automatically moves in the "archive" (as far as an archive exists). The menu specified as an archive can be viewed and edited in the Menu Settings under Website & CMS > Menus/Settings.

2. The story was moved to another menu by accident or it is not associated to any menu anymore.
Under Stories > Edit you have options to relocate the story. Choose from the selection box Selection the single options like "Select stories posted by editor" if you know the editor of the story or "Select stories with no assignment to a menu" if you don't find the story in the regular menus anymore.

You can also locate the story by using Global Search & Replace.

3. The story was overwritten while working in two browser windows.
Basically you should never work in two browser windows because only one window is active and that's how content in the other window can be overwritten. But with the Version Management inside the stories you can revert to the original version.

Are Story Documents evaluated statistically?

No, Story Documents are not evaluated statistically. Only documents from the DMS are acquired statistically.

Can I add a story without assigning it to a menu?

No, a story has to be assigned to a menu.

But e.g. when you want to collect stories which don't appear in the portal immediatley, you can add a menu which works like a container. The difference to the other menus is that this container menu is not active (Checkbox "Active" not checked). Therewith the menu does not get displayed in the portal.

Can I delete a story from one menu, but keep it in another menu?

Yes. Go in the editing mode of the desired story to step 4. „Menus“. Inactivate the ckeckbox of the menu, in which the story should not appear anymore. Got to step 6 „Summary“ and save the story.

Note: By clicking the icon "Delete", the story gets deleted from all menus!

Can I place several lead stories in one menu?

No, there can always be only one lead story in each menu.  If a new lead story gets added in the same menu, the "old", previous lead story becomes a „normal“ story.

Can I unlock a story which was not verified by the controller?

  1. Yes, as a Portal Master or Content Manager go to Website & CMS > Workflows.
  2. Select the Editor who has a story in the workflow.
  3. Click Details to view all storys of the editor and select the story which should be unlocked.
  4. Click the link Unlock.

Categories

Under Portal Manager > Tools & Administration > Categories you can create categories and subcategories and assign them to elements like users, helpdesk tickets and companies among many others. Using categories you can create a clear structure and categorisation of your elements - for example by assigning users (elements) to certain industries (categories).
You can create categories and subcategories as well as edit, move and delete existing ones in order to adjust the categories to your current needs.



Content Manager

A Content Manager is a user role in the portal. Content Manager manage the CMS section, like stories, menus and workflows. Furthermore they can assign the user role Editor to other users.

To assign a role to a user...
  1. Go to Marketing and CRM
  2. Search and find the user
  3. Click access rights
  4. Choose the role you wish to assign
  5. Save

Editors

An editor is a user role in the portal. Editors can add and edit stories in predefiend menues. Editors are not able to add menues or to delete stories.

Assigning a work flow for editors allows you to select areas of the site that an editor can work on and/or ensure that their work is checked by a member of staff before being added to the site
To edit restrictions:
• Website and CMS > workflows >overflow>>Edit pen > select type e.g. express can publish their stories without any further approval
• Website and CMS >>workflows > Editors overview (on left), select editor name >Assign pen >select menu areas where they may post stories.

How can I change the WYSIWYG editor?

Innately SITEFORUM provides different editors which you can switch if required. By default you work with the FCK editor, but the following other WYSIWYG editors are available: To change the WYSIWYG editor pleaso go to "Tools & Administration > Design & Layout > General Preferences". In the upper area CMS, Shop-System WYSIWYG HTML Editor you can change to another editor by using the selection box. Don't forget to save the settings.

How can I create a story which is shown completely?

In SITEFORUM we call Stories which are shown from top to bottom (not only title and short description) Lead Stories.

You create a Lead Story in the same way as you create any other story. There is only one option to activate while creating the story:

In Step 5 you set the time range. Next to the selection boxes you find a column "Lead Story". Activate respectively this option to make your story to a Lead Story.

How can I modify the design of stories in menus?

The design of the views in a menu is controlled by the assigned Story- and Intro-Templates. Story-Templates, Intro-Templates, Product-Templates and Shop Intro-Templates are Design Templates, which describe the layout of stories and products with placeholders and HTML .

For details see Tools & Administration > Design & Layout > Templates.

How can I realize an additional navigation level?

In each story you can provide links to other stories or menus in the long description by using the Link Generator.
E.g. link to a menu:
<a href="$menuID:MenuID">Menu Name</a>

How do I link from a story to a document in the DMS?

With the help of the WYSIWYG editor it is very easy to link inside a story to a document (or any other element), which was uploaded in the DMS:
  1. Markthe word from which you want to start the link.
  2. Click in the WYSIWYG editor the icon insert/edit Link (Globe with chain). A new window opens up.
  3. Click in the new window the button Browse Server.
  4. Choose from the selection box the link type, here Link to Document (DMS).
  5. Choose from the selection box the Folder, in which the desired document was uploaded.
  6. Choose from the selection box the desired Document.
  7. Click the button Create. A placeholder gets created with which you call the desired document up. You can use the placeholder manually in the source code, if you have HTML skills.
  8. Click the link Copy to FCK editor. The second window closes.
  9. In the first window click the button Ok.
And done.

How do I link from a Story to a Selfenrolment Profile?

In this case you have to distinguish between not registered users reading the story ("Please registrate here") and users who are already logged in ("Please update your profile"). That's why you can solve this only with Design Attributes:

1. Create a Design Attribute and use the placeholders $linkRegistration and $linkRegistration:ID (take a look at the Placeholders below the field Code).
2. Then use this Design Attribute in a Story.

If you want to use this issue in a campaign you have to create a shortcut which links to that story. You cannot use the given placeholders in a campaign.

How to add a story

Firstly you must be logged in and have access to the portal master’s toolset.
• Choose the Website CMS tab and then Stories
• Select Add story.
• Choose a template (i.e. standard no image.).
• Enter the story title.
• Enter the short description. This is the text that will appear if the story is shortened (which happens if there is more than one story in a menu).
• The long description is the bulk of the story. This is also where you will find the WYSIWYG editor for editing information without any HTML knowledge. If you are copying text from elsewhere ensure you use plain text.
• Click the next step tab
• Choose the user group in order to control personalisation then click next step.
• You will now be at the menu option.
• Choose the menu you would like to assign the story to and click “add” this will add it to the list of stories in this menu. If you would like to add to a story to more than one menu then simply choose another menu in the drop down and again click “add.”
• Enter the start and end date of the story (when the story will go live).
• Click next step. Preview the story to make sure it looks okay. Save and Publish. As soon as you have saved and published the story is live on the site.

My Story Image is too big, how can I resize it?

Select the image in the portal under Tools & Administration > Files and click Edit in the column Actions. The image opens up in the Bild Image Tool, where yiu can adapt the size.

Newsflash

A newsflash is an element on your website. You can display stories on the landing page via newsflash, e.g. news of your company.

Stories

A story describes the content of the portal. A story is an article which contains a title, a short and long description. The short description is normally an introduction to the story or a teaser for the long description. The long description contains several elements, like text, images, videos, links, etc. There are two options to display a story: The Teaser Modus or the Leadstory.

Templates

Templates or story templates are a framework for the layout of your story and define postions of elements like text, images, headlines, etc. There are templates for different kinds of elements, e.g. blog templates, product templates, company templates, etc.
Templates can be edited and you can create custom templates.

Using the WYSIWYG

The WYSIWYG (or “what you see is what you get”) editor is the tool used to create story web formatting with little technical knowledge as it creates simple html for you. Should you need to add more complex web script you can copy it directly into the source code view of the editor.

The WYSIWYG Editor has a number of tools to make creating a story easier and less time consuming.
 
You can:
  • Create links - simply choose the link generator and follow the steps.
  • Add pictures or galleries - browse the server for the image(s) you want or upload them.
  • Embed videos - simply browse the server for the file you want or upload it.
  • Change font size, style or type with the click of a button
  • Create tables and quickly edit them using the simple editor
  • Add lists and numberings with the click of a button.
  • Use placeholders to link/embed to anything elsewhere on the site.
  • Use the source code view to see the script you have created and add more difficult code.

What do I need a reference date for when adding a story?

If you want to refer to a certain date in your story you can define this date as a reference date. Therewith you have the possibility, to sort the storys a RSS Feed or a newsflash independently from the start date of the publication of the story.

Example:

Fair A is on October 30, 2008. I write a preview in August 1, 2008.
Training B is on July 12, 2008. I refr to it on June 30, 2008.

The moment of story publication is the start date, the date of the event is the reference date.

What happens if a controller doesn't verify a story?

If the reaction time exceeded the story gets forwarded to the Trusted-Workflow. The story gets compared with the Dirty-Worde-List, if it contains bad word. If no dirty words are contained then the story gets published without an editor.

What's a newsflash?

A newsflash contains of several stories, e.g. from the menu "News", and is placed on an outstanding spot of the portal to call the attention of the users to these stories. The newsflash adverts to these stories for example directly on the frontpage. Therewith the newsflash catches the user's eye when entering the portal without extra clicking the menu "News".


What's a story intro template?

Story intro templates are templates for designing teaser stories in a menu. Only the story title and the short description are visible in these teaser stories. Only by clicking the title the reader gets to the whole story. The intro template defines, how the teaser is supposed to look like, which size the title has, if an image is visible, etc. The intro template gets selected in the corresponding menu, in which the teaser stories are placed for reading. Newsflashs can contain intro templates, too. Intro templates can be addedd or edited with HTML and the available placeholders.

What's a Story Template?

With story templates you design the layout of your stories. A story template defines the postioning of the content/texts , images and headings. With HTML and available placeholders you can edit the templates or create own ones. When adding a new story you have to assign a template first.

What's a story type?

With story types you can categorize your stories thematcally. There is the „Standard Story Type“ like „Wiki“but you can add own story types like studies, professional articles, checklists, etc.

With the help of story types you can e.g. add a menu which displays exclusively stories of a certain type, independent of the assigned menu of the story.

What's a Tag Cloud?

A tag cloud contains the most popular tags, independent of the element (e.g. blogs, wiki article, documents, etc.) they belong to. The single tags of the tag cloud can be clicked and the matching results get displayed.

What's a „Lead Story“?

A „lead story“ is a story which gets displayed completely when clicking a menu and which is always on the first position in the menu. All coming stories in this menu are listed below the lead story only with title and short description. Activate the checkbox "Lead Story" in the 4. Step „Menus“ (Website & CMS > Add/Edit Story) to make your story a lead story.

Where and how can I include a video?

You can include one or several videos directly in the Long Description of stories. Please use the Link Generator and select the before converted video file with the option "Embed video file (.flv)".

Why are activated tags for stories not shown when adding a story?

When you activate in the settings of the tags (Tools & Administration > Tags > Settings) Checkbox for stories, thus the CMS area, you have to add tags then (under Tools & Administration > Tags > Overview/Add), so they are then visibile and selectable when adding a story.

Why is a placeholder not working?

Not every placeholder works in all areas of the portal.
Please note that the used placeholder is also mentioned in the corresponding functionality.

All available placeholders are listed below the long desription when editing a story.

Why is not the whole story displayed?

When adding the new story the checkbbox Lead Story was not activated. ThatÄ's why only the short description is displayed. After clicking the title/story name the story gets displayed including the long description.

Why is only the title/story name of my story shown?

When creating a story no short description was entered. Furthermore the story was not marked to be „Lead Story“. That's why, if the story gets displayed in the chosen menu , only the story name gets displayed with an Intro-Template.

Why is there a short description and a long description?

  • The short description is a teaser or an introduction of the topic of the story. It is displayed in the menu even if the story is not a lead story.
  • The long description can be formatted and is the main part of the story.

Why was a story/menu not translated although I clicked „translate“?

Your stories/menu don't get translated automatically. You have to enter the translation manually.

Workflow

A workflow is a structure for controlling processes: It can check each story after it is created and before it is published on the website.

WYSIWYG Editor

The WYSIWYG (or “what you see is what you get”) editor is the tool used to create story web formatting with little technical knowledge as it creates simple html for you.
Should you need to add more complex web script you can copy it directly into the source code view of the editor.

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