Editor interface in an article
This article details the functions accessible from the Editor interface when creating articles in Purple Hub.
The WordPress Editor is made up of three sections.
- The top menu
- The sidebar menu
- The content area
At the top of your screen, you will see these options:
- Block Inserter: Add blocks of content to your post/article, like text, images, etc.
- Tools: Choose between editing a block and selecting a block. Choose the Select tool to select individual blocks. Once a block is selected, press the Enter key on your keyboard to return to editing
- Undo and Redo: Undo (arrow to the left) an action, or redo (arrow to the right) an undone action
- Info (Details): Counts the number of characters, words, headings, paragraphs, and blocks
- List View: See a list of all the blocks that are on the page. Useful for navigating to different blocks.
- Map Blocks: Allows the mapping of created blocks patterns to blocks in your content area
- Publishing Status: This functions shows the next option available in the publishing status
- Settings: Displays or hides the sidebar settings
- Oasis Workflows: Opens the workflows settings in the sidebar
- Yoast SEO: Opens the Yoast SEO options in the sidebar
- Options: Opens additional options
Before you’ve published your article, you will see these options in the upper right corner of the editing screen. Depending on the current condition of your post in the publishing workflow, the button changes to the following statuses:
Save draft: Save a draft of your page or article without publishing it.
Preview: See how your page/article looks on your site/device (you can choose between smartphone and tablet)
Publish: Make your page/article available publicly (publish to content cloud).
After you’ve published your page or article, you will see these options in the upper right corner of the editing screen:
Switch to draft: Unpublish a page or article to make it a draft
Preview: See how your page/article looks on your site
Update: Save the changes to your page/article.
- To open the Settings in the sidebar, click on the gears symbol.
- You can switch between 'Article' related settings (regarding the whole article/content), and 'Block' related settings (the changed settings will only be applied to the block that you are currently working on).
Article Settings: Status & Visibility
1. Visibility: Option to restrict the visibility of the article to
- Public: Visible to everyone
- Private: Only visible to site admins and editors
- Password protected: Only those with the password of your choosing can access the article.
2. Publish: By default, this is set to 'Immediately' to publish the article immediately. There is also an option to schedule the publishing of the article for a later date and time.
3. Unpublish: By default, this is not set, although there is an option to schedule the unpublishing date of an article to a later date and time. When you set it, the status of your article revert to draft and be taken offline again.
4. Unpublishing channels: With this toggle, you activate the publishing to your Purple App and Web channel(s).
5. Access: This is the paywall setting for your post. You can set it to:
- Free: Everyone can access, no login needed
- Paid: Only registered paying subscribers can access
- Entitled: This is a third option to restrict the content. You could e.g. use it to let only users read the article who registered before, but don't have to pay for it.
Article Settings: Yoast SEO Premium
By default, the Yoast SEO Premium plugin is enabled and provides an easy and quick analysis of SEO and readability for your article (using traffic light metrics). Clicking on 'Improve your post with Yoast SEO' will provide additional settings to help improve the search engine optimisation of your article.
Click here for the Yoast SEO plugin documenation.
Purple DS Settings
The Purple DS Settings are fields for IDs, which can be mapped within the Purple platform. Those IDs can be generated while e.g. importing Print content/issues.
- External ID: This is an externally set and unique ID (e.g. by the import of print articles) that ensures a new issue is not created when importing content again, and will instead update the existing one.
- External Issue Code: Issue Number in Purple Manager, which serves for instance to make an issue accessible via Entitlement-System.
- Source Issue: A field that is used to store the source of the issue (e.g. an EPUB).
- Page Number: Used for print articles to show which page the article is on.
- Sequence Number: Used for print articles to show their position on a page.
- Android Product Code: Product code for activation via in-app for paid content on Android (only applicable if the access level in the article sidebar is set to 'Paid').
- iOS Product Code: Product code for activation via in-app for paid content on iOS (only applicable if the access level in the article sidebar is set to "Paid").
- Web Product Code: Product code for activation via in-app for paid content on Web (if the access level in the article sidebar is set to "Paid").
Besides, you have the option to add another custom field directly to your article.
In this article, you learn more about custom fields in Purple Hub.
Article Settings: Permalink
Permalinks are the permanent URLs to your individual pages and posts, as well as your category and tag archives. Other than the given URL of your article, the permalink consists if you change the path of the URL, e.g. because you moved the article within the CMS. Click here to learn more about WordPress's native Permalinks feature.
Article Settings: Categories
Categories lets you assign your article to one or more categories. If assigning to more than one category, you must choose a primary category from the dropdown. A primary category is the more relevant category for your article. Click here to learn more about WordPress's native categories.
Article Settings: Tags
You can also add tags to your article from the sidebar. Tags provide a useful way to group related articles together and to quickly tell readers what an article is about. Tags also make it easier for people to find your content. Click here to learn more about WordPress's native tags.
Article Settings: Featured Image
Featured images set the mood for your articles and pages and can promote your content on the homepage combined with an excerpt (explained below). You can either choose an image from your Media Library or by uploading a new image. Click here to learn more about WordPress’s native featured images feature.
Article Settings: Excerpt
An excerpt is a 1-2 sentence description or summary of your article or page. If this is empty, WordPress automatically creates an excerpt using the first 55 words of your article or page.
Article Settings: Authors
You can set the author of your article by choosing one from the dropdown. However, if you prefer not to display the authors of an article, there is an option to disable displaying authors by clicking on the ’Disable post author box display?’ checkbox. Click here to learn how to create an author in the Purple Hub.
As soon as you add a new block to your article, you will be able to access the Block Settings from the sidebar, when clicking on the Block in your article. For Purple, we work with the Gutenberg Editor, which comes with numerous Blocks for creating content. Click here to learn more about Gutenberg.
- Options: To access more options, click the three dots to the right of the Settings icon in the upper right corner. Here, you can customize your editing experience.
- Top Toolbar: Display or hide the top toolbar in the editor. When you enable this option, block toolbars are pinned to the top of the screen instead of appearing directly above the block.
- Spotlight mode: Allows you to grey out all blocks except for the one you’re working on, so that you can focus on a single block at a time.
- Full screen mode: Hide all settings/menus in order to edit your article on full screen mode
- Editor: By default, you’ll be in the Visual Editor. Switch to the Code Editor to view the entire page in HTML code.
- Plugins: Lists the enabled Editor Plugins
- Tools: Here, you can manage existing reusable blocks, learn keyboard shortcuts, revisit the editor welcome guide, copy all content on the page/article, or view additional help resources.
- Further, customise the editing experience
- Change how you interact with blocks and which blocks appear when searching for a block
- Show or hide individual panels from the page/article settings