Creating a Publication Template for Clarity’s Special Events

Clarity wants to celebrate its 50th anniversary with some special frames available only for a limited time. They must prepare content across the site to announce the event and show off the frames. This will result in a one-time content push for releasing the frames and marketing materials all at once. For this kind of dedicated content push, where multiple content creators can work together until the final version is ready, use Publications.

Kyle Klein enables Publications, gives the users the right permissions (Content Manager Role), and then Preston Palmer creates the 50th Anniversary publication.

Within the new publication, Rex Randle creates the new event (make sure it’s under workflow, which currently is for FAQs). Olivia O’Neal approves the event, makes the change to the fragment on the master page, and adds the item to the navigation menu.

To enable publications in Liferay,

  1. Log in with the administrator Kyle Klein:

    Email Address: kyle@clarityvisionsolutions.com

    Password: learn

  2. Open the Global Menu (Global Menu) → ApplicationsPublications.

  3. Toggle Enable Publications. New options appear.

    Enable publications with the toggle switch.

    • Do not enable Sandbox Only. Publication users can select the publication to work on manually when they log in.
    • Do not enable Allow Unapproved Changes. In this scenario users must not publish unapproved changes to production.
  4. Click Save to save your configuration. You’re redirected to the Publications application page, and the publications bar appears:

    You can begin adding publications.

Creating a Special Event Publication Template

You can jump right in and create the publication, but Clarity is likely to have more special events in the future, and these will require similar publications. To streamline this, Kyle can create a publication template:

  1. Open the Global Menu (Global Menu) → ApplicationsPublications.

  2. Click Actions (Actions) → Templates.

  3. Click New and enter

    Template Name: Special Event

    Description: Create content in preparation for a special event

  4. Click Default Template to set this template as the default for new publications.

  5. Expand Publication Information and enter the Publication Name: REPLACE THIS: ${CURRENT_USERNAME}, ${TODAY_DATE}.

    See Using Publication Templates for more information.

    Enter a name and description to use for publications created with the template.

  6. Expand Publication Collaborators and click Add Users.

  7. In the Invite Users dialog, search for and add users to these publication roles:

    • Administrator: Preston Palmer
    • Editor: Olivia O’Neal
    • Editor: Rex Randle

    Preston, Olivia, and Rex are default users in the publication template.

    Importantly, publications roles only grant permission for viewing or managing the publication itself, and do not grant page and content editing permission. These permissions must be given explicitly. See Assigning Roles to Publication Collaborators to see the permissions these roles provide their users.

  8. Click Save and confirm that you’d like to invite these users.

  9. Click Create to finish adding the publication template.

The publication template is ready for use.

Clarity’s special events template is in place.

Next: create the publication and make the necessary content edits.

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