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Create a Service category
From the administration bar, select Workbench, then My Dashboard.
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Navigate to the Content types box and select the Add service category button under the drop-down menu beside Service.
In the Service name field, type the Service name using sentence case.
Select Save at the bottom of the page.
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Optional fields
Optional information can be added to a Service category found under the Edit tab of a Service:
Term lock
If the Term lock checkbox if checked, a term cannot be edited or deleted for the Catalog.
Description
You can enter a Description of the Catalog.
Tabs to display
You can select any applicable Tabs to display for the Catalog.
Note: In order to add details relating to a tab (e.g. Audience) the tab must be selected in this list.
Relations
You can select the Relations tab and choose a Parent term.
Create a Service
Note: a Service category must be created first, then populated with Services.
From the administration bar, select Workbench then My Dashboard.
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In the Content types box, select the Add button beside Catalog item.
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Required fields
In the Name field, type the Catalog item name using sentence case.
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Select a Catalog.
Note: Multiple catalogs are intentionally not allowed to be populated with the same item.
Enter a Description of content.
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Note: A Description of content must be brief and concise description of the item’s content. No more than one or two sentences are recommended.
The Description of content is the information blurb which appears when the Catalog item is shared or searched.
Select Draft from the Revision state field.
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Select Save at the bottom of the page.
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Note: To add content to your Catalog item, this can be done via the Layout tab. You can review Block types: Content to view Block options.
Optional fields
Optional information can be added to Catalog items found under the Edit tab of a Catalog item:
Item summary
The Item summary functions as a short summary of what the Catalog item is about when previewing the item in a Catalog.
Associated image
The Associated image functions as a thumbnail when sharing a Catalog item in social networks and other services.
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Locate Associated image under Meta tag information for social media sharing/search/etc.
Select Add media.
Add an image or select an image previously uploaded to your site. To add an image:
Select Browse... in the Add file box and choose an image from your files.
Fill in the mandatory Name field (it will default to the original file name) and Alternative text field (guidelines can be found on the Brand page) field. You have the option of entering a caption to be displayed with the image in the Caption field.
Select Save.
If not already selected, select the image by checking its box from the image gallery.
Select Insert selected.
Media settings
Media settings can be accessed through the Media drop down.
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Menu settings
The Menu settings drop down allows you to change whether the Catalog item appears in the menu and how it appears:
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Checking Place in site hierarchy box enables you configure how your Catalog item appears in the menu.
Note: The title in the Menu link title field can be different from your Catalog item Name.
Note: By default, the Parent link is set to Main navigation.
Note: Lower weights display before higher weights.
Scheduling options
Scheduling options allows you to change the Revision state of your Catalog item.
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Publish on allows you to select a date that the page will publish.
Publish/unpublished states
select a date and time for the page state to be changed to Published/Unpublished.
URL redirects
URL redirects allows you to add a URL redirect to your Catalog item.
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URL alias
The Catalog item automatically generates a URL based on the item Name and its place in the site hierarchy. It is best practice to select Generate automatic URL alias for uniformity across your site. To create a custom alias:
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Unselect the Generate automatic URL alias box.
Manually enter a new URL alias.
Note: Do not add a trailing backslash (/) to the alias. Replace any spaces with a dash (-). When entering a custom URL make sure it is still reflective of the content that it will be displaying.
Authoring information
Authoring information allows you to change the author information for the Catalog item. Authoring information defaults to the user who created the page and when the item was created originally.
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Promotion options
Promotion options allows you to edit how the Catalog item is promoted.
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Page display options
Page display options allow you to optionally turn off site menus and titles for your Catalog item.
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Note: this option should not be used for accessibility reasons.
Simple XML sitemap (ask charlotte)
Revision log
The Revision log message is an option to comment on the update and changes to the Catalog item. This message will appear in the entry when viewing the Revisions tab of the Catalog item.
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Delete (site managers only)
Delete a Web page
The Delete tab is only visible to site managers. The Delete tab permanently deletes a Catalog item and all associated content.
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Note: all links to this page will break.
To delete a Catalog item:
Select the Delete tab.
Select the Delete button.