Visual editing /Visual Editor /Cloud setup /

Publishing with Visual Editor

Customize the visual editor to work with your existing publishing workflows.

Note

The current version of this feature is available to sites using content source interface. Contact us if you wish to enable this feature for your site.

To optimize publishing for your needs, you can scope how and when to publish changes.

# Publishing workflow

The publish modal changes context based on the current page being viewed in the preview and sitemap.

When there are changes made to the current page, objects referenced within the page, or global objects, the Publish button is activated and lists all changes.

# Code changes

When code is published, all changes are merged from the working branch to the target branch by default.

You can optionally choose to open a pull request for code changes from your visual editor settings at

.

Publish action settings.

To navigate to your visual editor settings from the visual editor interface:

  • In the top right of the visual editor, select the options icon next to your site name and select Visual editor settings from the drop-down menu. Visual editor dashboard UI showing a drop-down menu with visual editor settings option

# Git CMS behavior

When working with files as the content source (Git CMS), content changes are always merged from the working branch to the target branch. This behavior is not affected by the site’s publishing settings.

You can optionally choose to open a pull request for code changes in the Publish section of the visual editor settings.

When code changes are configured to open a pull request (see above), content changes will be included in the pull request. The publish dialog will be updated after the pull request is merged.

Publish action settings.

# Merge conflicts

Merge conflicts when publishing code or Git CMS changes will prompt an error message, and the publishing action will be cancelled.

# Pending changes

If new changes are made while publishing, the list shown in the publish dialog won't be updated until the current publish action is complete.

# Publishing granularity

Content can be published per page or per object. The publish modal changes context based on the current page being viewed in the preview and sitemap.

# Global (data) objects

Changes to global objects will appear in all pages. They only need to be published once to affect the pages on which they are used.

# Publish individual objects

Individual objects can be selected and published without publishing the page. For example, you can publish changes to an author object without publishing changes to a blog post.

Publishing granularity.

Objects can also be published from the content tab.

Publish from content tab.

Statuses are noted here to give a visual representation between new and changed items. Those without labels are assumed to be changed. Read more about document status labels.

# Publish multiple pages

Per page is the most you can publish at one time. However, it is possible to implement bulk publish with Bulk Document Actions.

# Code change granularity

Code can not be published in a granular way. Publishing code will merge all changes on the working branch into the target branch.

# Scheduled publishing

In order to use scheduled publishing ensure that you are using the most recent version of your content source package.

Scheduled publishing is supported for select set of content sources, enabling content editors to defer publishing events to a future date and time in a specific timezone.

  • Publishing schedules are handled on a per-document (content entry) basis.
  • Documents are published with all of their pending changes, no matter if those were made before or after the content was scheduled to be published.
  • If content validations are not met, the content will still be published. Review all the content validations carefully before scheduling content for publishing.
  • Schedules cannot be edited, but can be deleted and recreated with different settings.
  • Only publish events can be scheduled. Unpublishing content must occur in real-time.

See below for further details.

# Schedule content to be published

Scheduled publishing is handled through the publishing modal, as with the typical publishing workflow.

Open the publish modal and select the documents to schedule. Then click on the schedule icon next to the publish button.

Publishing modal with scheduled trigger.

Choose a date and, time, and timezone.

Schedule publishing modal.

Finally, click on Set Schedule and wait for the confirmation message.

# View publishing schedule

Upcoming publish events can be viewed on individual documents in the publishing modal. Hover over the schedule icon to prompt a tooltip with the schedule for that document.

Publishing schedule tooltip.

The schedule is also available on individual documents in the content editor.

Publishing schedule in a content editor.

# Scheduled publishing granularity

As with the typical publishing workflow, a single document or a select set of documents can be scheduled together.

This can be done by selecting a specific document in the publishing modal, or when editing the document in the content editor.

Scheduled publishing trigger in a content editor.

# Edit publishing schedule

Once the date for a content entry to be published in the future is set, it can't be changed. Instead, cancel the current schedule and create a new schedule.

# Cancel publishing schedule

Canceling schedules is handled in the content editor. Click the schedule icon and then the delete icon to cancel a specific schedule event.

Publishing schedule in a content editor.

# Group publishing schedules

Each document's publishing schedule is managed individually, and cannot be managed as a group.

To add a single document to be published to an existing schedule, choose the same day and time (in the same timezone) as the existing schedule.

To see all the content entries that are scheduled to be published, navigate to ‘Content’ and filter by:

  • Scheduled for Publish to see all content entries scheduled for publishing
  • Scheduled Date to see all content entries scheduled for publishing at a certain date

Scheduled publishing available filters.

# Set timezone

By default, the timezone shown in the scheduling modal will be your local time, regardless of how the modal was triggered.

Scheduled publishing timezone.

Choosing a different timezone for a schedule will be translated to your local timezone when viewing a schedule.

# User visibility

Avatars representing users who have many any changes on the current page are shown to the left of the Publish trigger (1).

Within the publish dialog, avatars are attached to each individual object (2).

User visibility setting.

# See my changes

You can optionally choose to select only the changes you've made to the current page and objects on that page.

Select only items I changed.