Common Tasks

In the backend system, there are a few options and tasks that are common for multiple modules. For example, how to upload an image to a content-grouped (journal), content-labeled (newsletter), or an event. Another example of a common task is – how to use the text editor for basic text formatting. Also, some options are globally available, anytime.

Collapse and Expand Sidebar Navigation

You can collapse the sidebar navigation, and expand it again when required. Click on the menu icon available at the top of the sidebar. The sidebar collapses, as below.

2Way KB Common Tasks Sidebar

Each navigation option shows you the internal links, for example as below.

2Way KB Common Tasks Sidebar

Click on the same menu icon to expand the sidebar to the normal position.

Insert Images

For many modules content, you can see an option to add one or more images. In all such cases, the steps to add images are common. For example, when you add a new journal, the form appears, as below.

The image added here, appears on the Activity feed, in the content list and as an opening image in the content detail

2Way KB Common Tasks Images

Click on Upload Image button.

Select Image Manually

Click on Select Image button to add the image from your local machine.

2Way KB Common Tasks Images

Locate the picture and you can see the two preview options for it. The thumbnail image appears in the content list and as an opening image in content detail as cropped and the activity feed image appears in the activity feed as a background image.

2Way.KB.CommonTasks.AddImages.3

Crop the image as desired by dragging anywhere in the image.

Click on Save button when done.

Upload Images from Server

Click on Browse Server button. The picture gallery appears that shows all the pictures that are uploaded in the past, for this backend system. You can also add images to the gallery even though not using them for now.

2Way.KB.CommonTasks.AddImages.5

Select an image. Click on Choose button and you can see

Using the Text Editor

Almost all text content used as “body” text is added using a “wysiwyg” text editor. (What You See Is What You Get). The editor’s panel looks like most editors panels in major text editor applications.

2Way KB Common Tasks Text Editor

In Description, use the text editor options to set up the right structure for the journal details. For example, as below.

2Way KB Common Tasks Text Editor

Confirmation Messages for Delete Action

When you delete any information type such as a journal, event, a member, or a destination, the backend system asks you to confirm if you want to delete it.

2Way KB Common Tasks Confirm Delete

Updated on 14/11/2018

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