View
Drop-down Menus
Your Phrontex system may show icons for the four drop-down menus:
- Content actions
- System Actions (if you have access)
- Support
- User Actions
Content actions
The Content actions drop-down shows the available actions for the currently displayed content, depending on the type of content and your permission settings.
Actions when viewing a page
Display the page.
Save As
Download the page as a document, in any common format such as PDF, Word, text, etc.
Properties
Display and update the metadata for the page.
History
See the page history: the successive versions, when and by whom the versions were approved, and any approval comments.
View history
See when and by whom the page was viewed.
Compare versions
See what’s changed between versions
Copy
Create a new page by copying the displayed page
Page type listing
Display the listing of pages of the current page type
Actions for creating, approving, and deleting page versions
See Approvals and page versions for more information on these actions.
Edit
Edit the page. Editing is always carried out on a draft version of the page. If the page has been approved and no draft exists, a new, draft version is created.
View draft
View the draft version of the page. Draft versions are visible only to users with permission to edit the page.
Delete draft
Delete the draft version
Approve
The draft version becomes the approved version; the previously approved version, if any, becomes a historic version.
Withdraw
The page is withdrawn from use: the currently approved version becomes a historic version and is removed from the menu. As far as normal users are concerned the page has been deleted; however it is retained in archive and can be retrieved if necessary.
Actions when viewing Listings Pages
Export
Download the listing as a CSV file
Properties
Display and update the type definition
Fields
Display the custom fields for the type
New field
Add a new custom field to the type
System actions
New page
Create a new page
Advanced search
Display the advanced search page. Simple searching, using the search field above the menu, looks only in approved pages. Using advanced search you can look in draft and historic versions, and narrow your search to particular page types. See Searching for content (Draft)
Users
Display the listing of user accounts. See Users.
Menus
Display the listing of menus. Each menu defines a structure of some or all pages, arranged with whatever headings and sub-headings you need. The pages selected by a menu can also be downloaded as documents. See Content Menus - Overview.
User groups
Display the listing of user groups. Each user group defines a selection of users, selected by name or using one or more rules. User groups are used when setting permissions and when creating notification rules. See User groups
System settings
Display and update the settings that govern how the system operates. See System settings
Audit trail
Display the history of actions that have been carried out on the system: who did what, and when.
Maintenance
Display the list of maintenance functions.
Support
Contains on-line help and support options.
User actions
Profile
Display and update your user record: name, phone number, email address, and password if password-setting is permitted for your system.
Logout
End your Phrontex session. Note that you cannot be logged in simultaneously on more than one device: when you log in, any existing Phrontex sessions are terminated automatically.
History
Display your Phrontex usage history.
Alerts
Display your Phrontex alerts. See Alerts - Overview