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4.0 Use the Content Type Editor

Users must be granted the Content developer permission by an administrator to access Content Types.

👥 User Journey

Use the Content Type Editor User Journey

📋 Setup

4.0 Excerpts: User Journey Setups

📋 Setup

Select a Task

In the side menu, click Library

In the sub-menu that appears, click Content types

In the header bar, click the expander arrow if the filter options are hidden

Click Add new content type or edit an existing Content Type

📘 Steps

Identify the Content Type opened from the library

The name of the Content Type opened from the Content Type Library is displayed in the page heading, in the top left

Identify the Content Type currently being edited

The name of the Content Type currently being edited is displayed in the editor heading, directly above the Content Type’s Name, Description, and Tags

  • Note that this changes as you navigate Content Types in the Reference Link Tree

  • The Content Type that was initially opened via the library is indicated by a flag icon

Identify the field types

The type of each Content Type Field is displayed in the top left of the field

Collapse or expand the header (contains Name, Description, and Tags)

To collapse the header, click the Collapse header details icon

To expand the header, click the Expand header details icon

Collapse or expand the Reference Links Pane

To collapse the Reference Links side pane, click the Close menu icon

To expand the Reference Links side pane, click the Open menu icon

Collapse or expand items in the Reference Links Tree

To collapse the children of an item, click the Collapse children icon

To expand the children of an item, click the Expand children icon

To filter the tree by search terms, enter text into the Search box

Click items in the tree to open them in the Content Type Editor

Notice the flag icon in the editor heading, which indicates the Content Type opened from the library

Identify where changes have been made

Edit Content Types in the Reference Link Tree – for example, by editing the Name fields

Observe that an icon appears on the Content Types that have changed, indicating unsaved changes

Notes

Each item in the Reference Links Tree is a Content Type

The Reference Links Tree shows Content Types that are linked together by Reference Links

🔖 References

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