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How do you modify Homepage content?

To modify the delivered homepage content, click the gear icon on the left top corner of any section.

Home Page Configuration

 


Click Edit Content.

Edit Content

 

 

An Add/Edit Content box will be displayed.

Select a content that you want to display. Content must be added to the system with a Revision before you can add it to a homepage.

Select the Driven by Category field. 

Add/Edit Content Page Driven by category No

 



Add/Edit Content Page Driven by Category Yes

 

 

 

 Click here to know about content attributes and their behavior
General Content AttributesBehavior
Use Column as Container
  • Decides whether to display the column or image/text
Renderer
  • Ability to change the behavior for some Category Types
Content Preview
  • Ability to view the image or text you are adding that is non-category driven
Width (in %)
  • The % of the row that the content should take up
  • If nothing is entered the system will assign a number.
  • If there is only one content for the row the width defaults to 100%
Background Color
  • Add any color to the background of a column using the color picker or by entering a hex color code
Font Color
  • Edit the color of the text
Padding Top
  • Adds space above the content
Padding Right
  • Adds space on the right of the content
Padding Bottom
  • Adds space below the content
Padding Left
  • Adds space on the left of the content

 

What is Category vs. Non-Category Content?

There are 2 major choices you can make when adding content to the homepage: Category or Non-Category driven.

Category FieldBehavior
Yes
  • Choose predefined Content Categories
  • Categories have specific Content Types
  • Configure the Category content to display based on Attribute setup.
    • Examples:
      • Display different handbooks based on the Job Code of a New Hire
      • Display different News Items based on Job Location
  • Requires a Process Revision change
No
  • Select from predefined Content Types
  • Will show for all users, regardless of Dept., Location, etc.
  • No Process Revision is required

 

How do you add Category Content?

There are three steps to adding Category Content.

  • Choose Driven by Category Yes
  • Choose a Category
  • Create a Process Revision
Category Driven FieldsBehavior
Driven By CategoryYes → Category ID
  • Configured to only affect certain master attributes/categories (done through revisions)
  • Ex. Department is a master attribute/category, and Human Resources is a single Department, so the revision can affect Human Resources only

 

Categories are predefined add ins that can be placed on the homepage in a column.  These are the delivered categories and the type of content that each can contain.  In order to view the content in each Category you must associate the content to an Attribute via a Process Revision.  The content you want to add must be entered via a Content Revision prior to adding it to the Process Revision.

Category

Content Type
Frequently Asked QuestionsAttachments
GalleryImages
Handbook

Attachments

News and Events
Stay ConnectedMixed Content
Training GuidesAttachments
Welcome
What to ExpectMixed Content

 

How do you configure Homepage Category Content using an Attribute Revision?

Category sections can display different items based on 5  Attributes in the system.  Users can only be entered at the Root Node of the Attribute.  New Hires can be controlled at any node.

AttributeAllows Homepage Content?UserNew Hire
Company

(plus)

Root Node OnlyAll Nodes
Business Unit(plus)Root Node OnlyAll Nodes
Department(plus)Root Node OnlyAll Nodes
Location(plus)Root Node OnlyAll Nodes
Organization(plus)Root Node OnlyAll Nodes

 

Create a New Attribute Revision.

Manage Revision Page

 

 

On the Attribute Revision page, select the desired Attribute.  For Users this must be the root node.  For New Hires it can be any node/value.

If there is a Home icon, the Attribute is available for Homepage category content.

Click on the Home icon of the root node.

Attribte Revision page

 


You will notice a separate section for all Role Types.

Content Revision Homepage Content Setup page for Root Node

 

 

Click on the Home icon  of any other node.

Attribute Revision Page

 

 

You will see Homepage Content Revision for only New Hire Role Type.

Homepage Content Revision for New Hire Role Type

 

 

Next click on the Category to which you want to add content. Here, Handbooks is selected.

Homepage

 

 

A page is displayed to add the Category content. Click on the lookup icon of the Attachment ID.

Category Content Page

 

 

This will display a list of all Attachments. Select the content that you would like to add.

 

 

 

Click OK.

Save Attachment

 

 

Similarly, you can select another Category and add different type of content. Add as much content as you need. Save the added content and apply the revision.

The added content will be displayed on the Homepage for users with the proper role type and attribute setup.

For more information on how to create content and revisions, click here.

How do you add Non-Category content?

Non-category content will show for all users regardless of their attribute setup.

There are 3 types of homepages available to modify--System Administrator, all other Users and New Hires--so if you modify the page, all of the members of those 3 Role Types will see the content.  For more details, see the Organization Homepage Configuration document.

As with Category Types, you need to add the content via a Content Revision before adding it to the Homepage.

Non-Category Driven FieldsBehavior
Driven by CategoryNo → Content Type → Content ID
  • For every master attribute/category, but still only affects the one homepage type
Content Type

Content ID/Image ID

Select the content that corresponds to the Content Type chosen



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