Create, edit, delete, import or export Presentations

Creation/import

You can either create a new presentation or import a presentation from a JSON file.

Import a Presentation

To import a Presentation:

From the CMS, select the hierarchy button and choose a hierarchical level (Client, Newspaper Group, or Newspaper).
Select Subscription Panel, then choose Presentations.
Select the options drop-down and choose import.
Select a file then select import.

If successful, your new presentation should appear under the presentations drop-down menu.

Create a Presentation

Prerequisites

Each new Presentation should meet the following criteria:

Have a unique Presentation Name (cannot be blank) that contains only digits and latin letters
Have a unique Presentation URL
Have a Presentation Type
Contain valid parent-child relationships between components.
Contain the following main components:
1. Presentation Properties
2. Header
3. Page
4. Step
5. Confirmation
6. Order Summary

Typical Presentation Component Layout

Procedure

To create a new Presentation:

From the CMS, select the hierarchy button and choose a hierarchical level (Client, Newspaper Group, or Newspaper).
Select Subscription Panel, then choose Presentations.
Select add new presentation and choose an option:
A blank presentation contains no components.
Save section as new reuses components. Changes made to components in this presentation will affect other presentations using these components.
Duplicate selection makes copies of the components for this presentation. Changes made to components in this presentation will not affect other presentations.
Note: if either saving as new or duplicating, select a presentation to work from the drop-down menu first, then choose your option.
Based on your selection, continue to the corresponding section below for further steps.

Blank Presentations:

Add a presentation URL, presentation name, and presentation type to your new presentation.
Choose whether you want the presentation to be a default presentation and whether its status is active/inactive.
Use the component selector sidebar to add your components.
Select save.

Save Section as new:

Change the presentation's name and URL to something unique.
(Optionally, rename the components using the Component Renaming Tool. Once finished, select save and close. If you don't want to rename the components, select the x to exit from the tool).
Select save to finish.

Duplicate section:

Change the Presentation's name and URL so that they are unique, then select ok.
(Optionally, rename the components using the Component Renaming Tool. Once finished, select save and close. If you don't want to rename the components, select the x to exit from the tool.)
Select save to finish.

Edit, delete, or export Presentations

You can edit and delete Presentations.

Edit

To edit a Presentation:

From the CMS, select the hierarchy button and choose a hierarchical level (Client, Newspaper Group, or Newspaper).
Select Subscription Panel, then choose Presentations.
Select the desired Presentation you wish to edit from the selected drop-down menu. Greyed Presentations are inactive.
Make your desired changes to the Presentation. To add a component, drag them from the Component Selector sidebar. To remove a component, select the remove button next to the desired component.
Select save once finished.

Undo a change

If at any time you've made a mistake that you wish to undo, select the cancel button. Any changes will be removed and the Presentation screen will disappear.

Delete

When you delete a Presentation you are not deleting components. They will still be available in the Component Manager section.

To delete a Presentation:

From the CMS, select the hierarchy button and choose the Client hierarchical level.
Select Subscription Panel, then choose Presentations.
Select the desired Presentation you wish to delete from the selected drop-down menu. Greyed Presentations are inactive.
Select delete. Confirm this is the correct Presentation and select Yes.

Export

You can export Presentations as either a JSON or HTML file.

To export a Presentation as JSON:

From the CMS, select the hierarchy button and choose a level (Client, Newspaper Group, or Newspaper).
Select Subscription Panel, then choose Presentations.
Select the options drop-down, then choose export.
Select which Presentation(s) you want to export. The show advanced button allows you to include entity, property, and dictionary types as well as structure templates into the JSON file.
Select export content. The download dialogue will appear. Note: if you chose many Presentations or the Presentation is large, it may take longer for the dialogue to appear.

To export a Presentation as HTML:

From the CMS, select the hierarchy button and choose a level (Client, Newspaper Group, or Newspaper).
Select Subscription Panel, then choose Presentations.
Select the Presentation you wish to export from the selected drop-down menu.
Select the options drop-down, then choose Business export. The download dialogue will appear.

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Last updated 4 years ago

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