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Help33

Difference between revisions of "Users User Note Category Edit"

From Joomla! Documentation

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<noinclude>{{cathelp|3.0|User Manager Help Screens}}</noinclude>
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<noinclude>{{cathelp|3.0,3.1|User Manager Help Screens}}</noinclude>
 
==How to access==
 
==How to access==
 
You can access the Notes Category Add/Edit by clicking on {{rarr|User,User Note Categories,Add New Category}}
 
You can access the Notes Category Add/Edit by clicking on {{rarr|User,User Note Categories,Add New Category}}
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==Details==
 
==Details==
{{colheader|Enter Title}}
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{{Chunk30:Add Category Details}}
{{colheader|Alias}}
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{{Chunk30:Add Category Publishing Options}}
{{colheader|Enter Published}}
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{{Chunk30:Add Category Options}}
*'''Category Order.''' The order this Category will display in the [[screen.contentcategories.15|Category Manager]]. Use the drop-down list box to change the Order. You can select 'First' or 'Last' to make this the first or last Category. You can also select a Category from the list. In this case, the current Category will be listed just after the Category you select. Note that the Order can also be changed in the [[screen.contentcategories.15|Category Manager]] screen.
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{{Chunk30:Add Category Metadata}}
{{colheader|Enter Access Level}}
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{{Chunk30:Add Category Permissions}}
{{colheader|Image}}
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{{colheader|Image Position}}
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{{colheader|Description}}
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==Toolbar==
 
==Toolbar==
At the top right you will see the toolbar:
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At the top left you will see the toolbar:
  
 
[[Image:Help30-Save-SaveClose-SaveNew-Cancel-Help-toolbar.png]]
 
[[Image:Help30-Save-SaveClose-SaveNew-Cancel-Help-toolbar.png]]
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==No editor==
 
==No editor==
 
{{Chunk30:No editor}}
 
{{Chunk30:No editor}}
 
==Image Button==
 
An Image button is located just below the edit window, as shown below:
 
 
[[Image:Help30-Components-Content-Categories-Edit-image-button-subscreen.png]]
 
{{Chunk30:toolbaricon|Image}}
 
  
 
==Related Information==
 
==Related Information==
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* [[Help30:Users_User_Notes_Edit|User Manager: Add/Edit Notes]]
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* [[Help30:Users_User_Notes|User Manager: Users Notes]]
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* [[Help30:Users_User_Note_Categories|User Manager: User Note Categories]]
 
*To work with existing Categories: [[Help30:Components_Content_Categories|Category Manager]]
 
*To work with existing Categories: [[Help30:Components_Content_Categories|Category Manager]]
 
*To work with Articles: [[Help30:Content_Article_Manager|Article Manager]]
 
*To work with Articles: [[Help30:Content_Article_Manager|Article Manager]]
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*To create a page showing Articles for a Category in a List layout: [[screen.menus.edit.15#Category List Layout|Menu Item Manager - New/Edit - Category List Layout]]
 
*To create a page showing Articles for a Category in a List layout: [[screen.menus.edit.15#Category List Layout|Menu Item Manager - New/Edit - Category List Layout]]
  
<noinclude>{{cathelp|3.0|Category Management Help Screens|Content Help Screens}}</noinclude>
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<noinclude>{{cathelp|3.0,3.1|Category Management Help Screens|Content Help Screens}}</noinclude>

Revision as of 09:36, 4 April 2013

Contents

How to access

You can access the Notes Category Add/Edit by clicking on User  User Note Categories  Add New Category

  • Other Access methods to Add/Edit a Notes Category are:

Description

This is where you can add a new Category or edit an existing Category. Categories are used to organize the User Notes. Categories allow you to display related User notes together on a page and to filter User Notes in the User Notes Manager. All User Notes are assigned either to a Category that you create or to the special Category called 'Uncategorized'.

Screenshot

Help30-Users-User-Note-Categories-Edit-screen.png

Details

Category Details

  • Title. The Title for this item. This may or may not display on the page, depending on the parameter values you choose.
  • Alias. The internal name of the item. Normally, you can leave this blank and Joomla! will fill in a default value. The default value is the Title or Name in lower case and with dashes instead of spaces. You may enter the Alias manually. The Alias should consist of lowercase letters and hyphens (-). No blank spaces or underscores are allowed. The Alias will be used in the URL when SEF is activated. Note: If the title consists of non-Latin characters, the Alias will default to the current date and time, for example "2009-02-11-17-54-38".
  • Description. The description for the item. Category, Subcategory and Web Link descriptions may be shown on web pages, depending on the parameter settings. These descriptions are entered using the same editor that is used for Articles.
Help30-Article-Image-ToggleEditor-buttons.png
  • Article. Click to quickly add an 'Article' link to the description with a popup window.
  • Image. Click to quickly add an 'Image' to the description with a popup window.
  • Toggle Editor. Turns on or off the the editor's description box WYSIWYG features to show HTML markup.

Details (sidebar)

  • Parent. The item (category, menu item, and so on) that is the parent of the item being edited.
  • Tags. Enter one or more optional tags for this item. You can select existing tags by entering in the first few letters. You may also create new tags by entering them here. Tags allow you to see lists of related items across content types (for example, articles, contacts, and categories).
  • Status. (Published/Unpublished/Trashed) The published status of the item.
  • Access Level. Who has access to this item. Default options are:
    • Guest: Everyone has access
    • Public: Everyone has access
    • Registered: Only registered users have access
    • Special: Only users with author status or higher have access
Enter the desired level using the drop-down list box. Custom Access Control Levels created will show if they exist.
  • Language. Item language.
  • Note. Item note. This is normally for the site administrator's use (for example, to document information about this item) and does not show in the front end of the site.
  • Version Note. Optional field to identify this version of the item in the item's Version History window.

Publishing Options

This section shows Publishing Options parameters for this Category, as shown below when tab is clicked:

Help30-Categories-Edit-screen-publish-options-tab.png

The grayed out fields are for information only and may not be edited.

  • Created Date. Date the item(Article, Category, Weblink, etc.) was created.
  • Created by. Optional, choose from a popup window of users. Select User by clicking on the user's name. Defaults to user creating new category if left blank.
  • Modified Date. (Informative only) Date of last modification.
  • Modified By. (Informative only) Username who performed the last modification.
  • Hits. Number of hits on a Category views.
  • ID. The unique ID number automatically assigned to this item by Joomla!. This number cannot be changed.
  • Meta Description. An optional paragraph to be used as the description of the page in the HTML output. This will generally display in the results of search engines. If entered, this creates an HTML meta element with a name attribute of "description" and a content attribute equal to the entered text.
  • Meta Keywords. Optional entry for keywords. Must be entered separated by commas (for example, "cats, dogs, pets") and may be entered in upper or lower case. (For example, "CATS" will match "cats" or "Cats"). Keywords can be used in several ways:
  1. To help Search Engines and other systems classify the content of the Article.
  2. In combination with Banner tags, to display specific Banners based on the Article content. For example, say you have one Banner with an ad for dog products and another Banner for cat products. You can have your dog Banner display when a User is viewing a dog-related Article and your cat Banner display for a cat-related Article. To do this, you would:
    1. Add the keywords 'dog' and 'cat' to the appropriate Articles.
    2. Add the Tags 'dog' and 'cat' to the appropriate Banners in the Banner Manager New/Edit screen.
    3. Set the Banner module Parameter 'Search By Tags' to 'Yes in the Banner Module Edit screen.
  3. For articles only, in combination with the Related Articles module, to display Articles that share at least one keyword in common. For example, if the current Article displayed has the keywords "cats, dogs, monkeys", any other Articles with at least one of these keywords will show in the Related Articles module.
  • Author. Optional entry for an Author name within the metadata. If entered, this creates an HTML meta element with the name attribute of "author" and the content attribute as entered here.
  • Robots. The instructions for web "robots" that browse to this page.
    • Use Global: Use the value set in the Component→Options for this component.
    • Index, Follow: Index this page and follow the links on this page.
    • No index, Follow: Do not index this page, but still follow the links on the page. For example, you might do this for a site map page where you want the links to be indexed but you don't want this page to show in search engines.
    • Index, No follow: Index this page, but do not follow any links on the page. For example, you might want to do this for an events calendar, where you want the page to show in search engines but you do not want to index each event.
    • No index, no follow: Do not index this page or follow any links on the page.

Options

This shows Options for this Category, as shown below when tab is clicked:

Help30-Categories-Edit-screen-options-tab.png

  • Alternative Layout. Use a different layout from the supplied components view or overrides in the templates.
  • {{{Image}}}. Choose an image to be displayed with this item/category in the front-end.

Metadata Options

This section shows Metadata Options for this Category, as shown below when tab is clicked:

Help30-Categories-Edit-screen-metadata-tab.png

  • Meta Description. An optional paragraph to be used as the description of the page in the HTML output. This will generally display in the results of search engines. If entered, this creates an HTML meta element with a name attribute of "description" and a content attribute equal to the entered text.
  • Meta Keywords. Optional entry for keywords. Must be entered separated by commas (for example, "cats, dogs, pets") and may be entered in upper or lower case. (For example, "CATS" will match "cats" or "Cats"). Keywords can be used in several ways:
  1. To help Search Engines and other systems classify the content of the Article.
  2. In combination with Banner tags, to display specific Banners based on the Article content. For example, say you have one Banner with an ad for dog products and another Banner for cat products. You can have your dog Banner display when a User is viewing a dog-related Article and your cat Banner display for a cat-related Article. To do this, you would:
    1. Add the keywords 'dog' and 'cat' to the appropriate Articles.
    2. Add the Tags 'dog' and 'cat' to the appropriate Banners in the Banner Manager New/Edit screen.
    3. Set the Banner module Parameter 'Search By Tags' to 'Yes in the Banner Module Edit screen.
  3. For articles only, in combination with the Related Articles module, to display Articles that share at least one keyword in common. For example, if the current Article displayed has the keywords "cats, dogs, monkeys", any other Articles with at least one of these keywords will show in the Related Articles module.
  • Author. Optional entry for an Author name within the metadata. If entered, this creates an HTML meta element with the name attribute of "author" and the content attribute as entered here.
  • Robots. The instructions for web "robots" that browse to this page.
    • Use Global: Use the value set in the Component→Options for this component.
    • Index, Follow: Index this page and follow the links on this page.
    • No index, Follow: Do not index this page, but still follow the links on the page. For example, you might do this for a site map page where you want the links to be indexed but you don't want this page to show in search engines.
    • Index, No follow: Index this page, but do not follow any links on the page. For example, you might want to do this for an events calendar, where you want the page to show in search engines but you do not want to index each event.
    • No index, no follow: Do not index this page or follow any links on the page.

Permissions

This section shows permissions for this category. The screen shows as follows.

Help30-Categories-Edit-screen-permissions-tab.png

To change the permissions for this category, do the following.

  1. Select the Group by clicking its title located on right.
  2. Find the desired Action. Possible Actions are:
    Create. Users can create this category.
    Delete. Users can delete this category.
    Edit. Users can edit this category.
    Edit State. User can change the published state and related information for this category.
    Edit Own. Users can edit own category created.
  3. Select the desired permission for the action you wish to change. Possible settings are:
    Inherited. Inherited for users in this Group from the Global Configuration, Article Manager Options, or Category permissions.
    Allowed. Allowed for users in this Group. Note that, if this action is Denied at one of the higher levels, the Allowed permission here will not take effect. A Denied setting cannot be overridden.
    Denied. Denied for users in this Group.
  4. Click Save in Toolbar at top. When the screen refreshes, the Calculated Setting column will show the effective permission for this Group and Action.

Toolbar

At the top left you will see the toolbar:

Help30-Save-SaveClose-SaveNew-Cancel-Help-toolbar.png

The functions are:

  • Save. Saves the content category and stays in the current screen.
  • Save & Close. Saves the content category and closes the current screen.
  • Save & New. Saves the content category and keeps the editing screen open and ready to create another content category.
  • Cancel/Close. Closes the current screen and returns to the previous screen without saving any modifications you may have made.
  • Help. Opens this help screen.

TinyMCE editor

TinyMCE is the default editor for both front-end and back-end users. TinyMCE is a WYSIWYG (what you see is what you get) editor that allows users a familiar word-processing interface to use when editing Articles and other content. TinyMCE can be configured with three different sets of toolbar buttons: advanced, simple, and extended. This is set as an option in the Plugin Manager for the 'Editor - TinyMCE' plugin.

Advanced Toolbar


The advanced toolbar provides a three-row toolbar as shown below:

Help30-editor-tinymce-advanced.png

This is the default setting. The 3-row toolbar below provides many standard editing commands, as follows:

Top Row.

  • Buttons in the upper left allow you to make text bold, italic, underlined, or strikethrough. Next to that are buttons for align left, right, center, and full.
  • Styles. Caption and System Pagebreak styles can be set. Highlight the desired text and select the style. This will allow this text to be formatted based on CSS rules.
  • Format. Select pre-defined formats for Paragraph, Address, Heading1, and so on.

Second Row.

  • Unordered List, Ordered list, Outdent (move left) and Indent (indent right).
  • Undo (Ctrl+Z) and Re-do (Ctrl+Y).
  • Insert/Edit Link. To insert or edit a link, select the linked text and press this button. A popup dialog displays that lets you enter details about the link.
  • Unlink. To remove a link, highlight the linked text and press this button.
  • Insert/Edit Anchor. An anchor is a bookmark inside an article that lets you link directly to that point in the article. To insert an anchor, move the cursor to the desired location within the article and click this button. A window will display. Enter the name of the Anchor and press Insert. A small anchor icon will show in the location of the anchor. You can edit the name of the anchor by clicking on it and pressing this button. You can delete the anchor just by selecting it and pressing the Delete key.
  • Insert/Edit Image. To insert and image, place the cursor in the desired location and press this button. A popup dialog displays that lets you enter in the Image URL and other information about how the image will display.
  • Cleanup Messy Code. This button allows you to clean up HTML code, perhaps from HTML text that you copied in from another source.
  • About TinyMCE editor. Shows the TinyMCE version.
  • Edit HTML Source. A popup displays showing the HTML source code, allowing you to edit the HTML source code.

Third Row.

  • Insert Horizontal Ruler.
  • Remove Formatting.
  • Toggle Guidelines/Invisible elements.
  • Subscript, Superscript, Insert Custom Character

Simple Toolbar


The simple toolbar provides one row of buttons as shown below. They are located on the bottom of the edit window.

Help30-editor-tinymce-simple.png

First Row.

  • Buttons allow you to make text bold, italic, underlined, or strikethrough.
  • Undo (Ctrl+Z) and Re-do (Ctrl+Y).
  • Cleanup Messy Code. This button allows you to clean up HTML code, perhaps from HTML text that you copied in from another source.
  • Unordered list, Ordered list.

Extended Toolbar


The extended toolbar provides the most extensive editing options, as shown below.

Help30-editor-tinymce-extended.png

This option provides all of the same buttons as documented in the Advanced Toolbar above. In addition, the following options are available:

First Row.

  • Font Family. Select the desired font.
  • Font Size. Select the desired font size.

Second Row.

  • Find and Find/Replace.
  • Insert Date or Time.
  • Select Text Color or Background Color.
  • Toggle Full Screen Mode.

Third Row.

  • Insert New Table, Table Row Properties, Table Cell Properties, Insert Row Before, Insert Row After, Delete Row, Insert Column Before, Insert Column After, Delete Column, Split Merged Table Cells, Merge Table Cells.
  • Insert Emotions.
  • Insert Embedded Media. To insert embedded media (such as Flash), place the cursor at the desired location and press this button. A popup dialog will display that allows you to enter the Type, File or URL, and other information about the media.
  • Insert horizontal line.
  • Direction Left to Right and Direction Right to Left. These buttons allow you to enter or change the text direction, for example for languages that read right to left.

Fourth Row.

  • Cut, Copy, Paste, Paste as Plain Text, Paste from Word. Often when copying and pasting text from other sources, such as PDF files, Word documents, or web pages, the selected text contains formatting information that is not needed or wanted. Using the Paste as Plain Text will strip out all formatting from the text. Paste as Word tries to preserve some of the formatting while stripping out unnecessary formatting.
  • Select All.
  • Insert New Layer, Move Forward, Move Backware, Toggle Absolute Position. For working with layered items.
  • Edit CSS Style. A popup dialog box displays that allows you to enter CSS style information for the selected text.
  • Citation, Abbreviation, Acronym, Insertion, Deletion, Insert/Edit Attributes.
  • Show/Hide Visual Control Characters (like paragraph endings).
  • Show/Hide Block Elements.
  • Insert Non-Breaking Space Character.
  • Block Quote.
  • Insert Predefined Template Content.

No editor

If 'No editor' is selected for a User, then a simple text editor displays. This allows you to enter in raw, unformatted HTML. You can use the toolbar 'Preview' button to preview how the HTML will display.

Note that the 'No Editor' option can be useful if you are entering in 'boilerplate' or custom HTML, for example to create a PayPal link. TinyMCE automatically re-formats and strips some HTML when a file is saved. This can cause complex HTML to not work correctly.

If this happens, you can temporarily change the editor to 'No Editor' and create the desired content. Note that if you wish to edit this content in the future, you should be careful to change your editor to 'No Editor'. Otherwise, if you open and save the content with TinyMCE, you may lose your custom HTML.

Related Information