Profu DatoCMS Manual

• Logging into DatoCMS
  Use your username and password to login on:
  https://profu-cms.admin.datocms.com/

• Navigating the CMS Interface

The first thing you will see when logged in is the dashboard. As the text in the middle of the screen says you can start by editing content in the side menu to the left.
The menu bar at the top of the screen has the “Content” section higlighted, meaning that is where you are currently working. Your profile picture in the top-right corner of the screen can be clicked. That is where you log out.

In the side menu to the left click the type of record you would like to create. In the image below we can see the view of "Artiklar". To create a new Article, simply click the orange button "New Record" shown in the top right corner of the image. This will create a new unpublished record where you can edit at ease and save your progress before finally publishing.

An efficient way of creating a new record is to duplicate a previous record. If you have an existing article with a similar format to the one you want to create this is a good way skip redoing alot of manual editing. In the image below i have visited the article i wish to duplicate, clicked the vertical line of three dots next to "Edit Article" to reveal the option to duplicate.

When clicked, a notification will appear in the bottom left corner. You can click “Go to duplicate record” to begin editing the new article right away.

There are many possibilities when editing with modular content in DatoCMS. The only limitations are: some fields will be required, marked with an "*" and some require unique values, such as the "URL Slug" of an article.

To change a duplicated article to be valid you can begin by changing the “Internal title” to a unique value and clicking the “refresh” symbol to the right in the “URL Slug” field. The internal title will not be shown on the webpage except for in the URL. Press Save to save any editing made by you.

To delete a record, either click the three vertical dots:

Or, back in the record collection, mark one or several records and click “Delete” in the orange banner appearing at the bottom of the page.

This is also the way of unpublishing on or several records. To unpublish a record while editing click the Unpublish button in the menu to the right. If this menu isn’t visible just click the panel icon to the right of the Save button to reveal it.

Articles are divided into two categories: News and Research.

Setting meta data

• Area
  Areas are used to further categorize Research reports. They are used to set the correct symbol and color for the report. Articles with an area selected will appear as related articles when visiting the page of that specific area. This isn’t a required field but recommended when writing a Research report
• Category
  Categories are used to group articles. They are also used to filter articles in different components on the page. This field is required.
• Tags
  Tags are similar to categories but are used to describe the content of the article. They are also used to filter articles in different components on the page. Multiple tags can be selected.
• Author
  The author field can only contain one value and has to be picked from the list of employees. If there are several author of an article it is recommended to simply write this somewhere within the content of the article.

Another type of record is “Employee”. This is where you can add new employees and edit information of existing employees.

To add a new record simply click the button at the bottom of the page.

• Image and Traced Image

Image and traced image are required fields. If there is no need for a traced image, just add the same untraced image again. If so, avoid listing these epmloyees within “Contact promos” as these are created to show traced images. Either upload a new image or pick an already added image from the Media Area.

• Details - phone and email address

At the bottom of the “Location” field add details for phone and email contact.

• Expertises

The expertise field is not required and can contain as many values as need be. If the expertise field you’re looking for doesn’t exist in the list, this can be added as an “Expertise record”. This is shown how to in the next section.

In order to add or edit expertises click its collection in the side menu to the left.

An expertise contains one value, “Title”.

Expertises are shown on the “contact card” of the employee that has selected it as an expertise. Several employees can share the same expertise record.

The “header menu” or “top navigation menu” can be customized to show links to pages from the website. It is very rarely needed to edit these as it greatly affects how the user interacts with the website. Each entry takes a title, which will be visible in the menu, and a link, preferably an internal link pointing to one of the pages of the website.

The footer menu works the same way as the header menu but generally shows more specific links or shortcuts to different paths of the website.

• Text can be formatted in most text fields by highlighting the text you want to format and pick the format of choice. Example of formatting is cursive, bold, underline and link.

• Adding links
  

To add links, choose the word or sentence you want to be “clickable” by highlighting it and choosing the link symbol. You will be asked to provide the URL of the link and choose if it should open in a new window. It’s also possible to simply copy + paste a URL in the text and the text editor will recognize it as a link.

Flexible content is a way of creating content in different places on the website. It is divided into sections and modules. A section is a container for one or several modules. A module is a container for content such as text, images, videos and more. The easiest way to create a new section is to duplicate an existing one and edit the modules within it.

An example workflow for adding a new module to a section:

1. Go to “Pages”

2. Open any page by clicking on it in the list
3. Scroll down to “Sections”

4. Expand the section you want to add a module to
5. Click “Create new”
6. Select the type of module you want to add

Publishing

When you’re done editing a record and have saved your changes you will be given to option to publish:

Unpublishing

Go to: Delete and unpublish a record

Scheduled publishing and unpublishing

To publish a record such as an article by a schedule click the “Add new schedule” button.

Choose the action of your choice, “Future publication” or “Future unpublishing”. Choose which date and time and what content to publish or unpublish.