Interface
Workspace
There are three parts to a workspace.
On the left you see a workflow, which is where different desks are located and where you can search for stories.
In the middle is the list of stories and media you have checked out. This means that you are currently working on these stories, and since you last checked them out, they have not been checked back in (to a desk, shelved, etc) and have not been (re)published.
On the right side, you have several options, including checking a story back in, deleting a story, editing a story, or publishing a story.
Check In/Check Out
Checking out stories and media:
The action of "checking out" means that you are retrieving a story or a media file from Freestyle, and adding it to your own personal workspace. Once you check something out, you are the only person who can edit it.
From your workspace, click on the appropriate workflow: for media files, click a Media workflow; for stories, click on a Pages workflow. Underneath Actions, click on Find Stories (if you want to edit a story) or Find Media (if you want to edit media). The rest of this walkthrough refers to checking out a Story, but all the information below applies to Media as well.
Once on the Find Stories page, search for your particular story.
You can use Basic Search or Advanced Search, which allows you to assign more specific search parameters.
More than one story may come up in process of searching. To make sure you check out the right story, preview the stories by clicking on the title; a preview will appear in another window.
When you find the desired story, check the "Checkout" box next to it, scroll down to the bottom of the page, and click Check Out.
The story has now been added to your personal workspace. You will be redirected to the Story Profile where you can make all the necessary changes.
Checking in a story:
Once you're finished editing a story, you have a few options:
- Check in and Shelve, which saves your changes, releases it so other users can access it, but does not publish your changes.
- Check in to an Edit Desk, where others with access to that desk can also edit this story.
- Check in to an Approval Desk, where others can look over the changes and publish the story.
- Check in and Publish, which means all the saved changes will be published to the Web.
- Cancel Checkout, which means that none of your changes will be saved, as if you had never checked it out.
- Save the story, which means all the changes you have
made will be preserved and the story will stay on your workspace until
you check it back in using one of the options listed above.
Important Note: when stories are checked out, other users cannot edit them. Please remember to check stories back in if you don't need them.
Making and Saving Changes
Once you check out the story, it is automatically saved to your personal workspace (for more information see Check In/Check Out walkthrough).
To edit the story, click Edit located to the right of the story title, which will redirect you to the story profile.
The Story Profile screen is the main page for a given story. From there you can edit the various sub-elements by clicking their respective Edit buttons. When editing a sub-element, you are taken to its Element Profile screen.
Clicking Apply Changes will record your edits, so that you can preview them by clicking the red URI link in the Story Information pane.
After editing a given section or element, clicking Save returns you to the previous screen, until you are back to the Story Profile screen.
View Versions and Revert
Check out the desired story, then scroll down to the bottom of the page.
In the bottom right corner you will see the Revert button, drop down box, and two links: View and Diff.
To view differences between the two versions, select the version that you want to compare the current version to from the drop-down box. Then click Diff.
You will be directed to
a page that shows the differences between the two versions.
If you wish to compare different versions, scroll down to Select Diff Version section and choose versions that you would like to compare.
When you are done, click Return, which will take you back to the current story profile.
To simply view one of the previous versions, rather than compare it to the current one, select the version you want to look at from the drop-down box and click View.
You will be taken back to the older version. You can preview it by clicking on the URI on top of the page, but you will be unable to make any changes.
To return to the current version, click Return.
If you decide that you prefer one of the previous versions to the current version of the story, select the version that you like from the drop-down box, then click Revert.
By doing so, the older version becomes the current version. You can continue to edit the story, and this previous version will be saved as the newest version.