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Sections and object states for site builders

Use sections and object states to build members areas, staging, departments and review stages - what each is, how roles use them, and three recipes to copy.

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Address: https://doc.exponential.earth/exphelp/viewer/help/creators/website-creators/sections-and-object-states.md

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Sections and object states for site builders

This page is for website creators who need parts of a site to behave differently: a members area, pages that wait before they go public, departments that edit only their own pages, a review step. Exponential has two tools for this, sections and object states. Both are labels on content; roles and policies give them meaning.

Contents

  1. Sections and states compared
  2. The sections of a new installation
  3. Recipe: a members area
  4. Recipe: staging before publishing
  5. Recipe: a review stage with object states
  6. Templates per section or state

Sections and states compared

SectionObject state
Each object hasexactly one sectionone state from each state group
Managed inSetup > Sections (Sections)Setup > States (Object states)
Typical useareas of the site: members, intranet, stagingstages: draft, in review, approved
Set byassigning a subtree, or when the object is createdthe node's Details tab, a subtree, or a workflow
Policies limit bySectionStateGroup_<group identifier>
Override matchMatch[section_identifier]Match[state_identifier]
The Details tab of an item with its section and object states, and the Set buttons to change them
The Details tab of an item with its section and object states, and the Set buttons to change them

Neither is a place in the tree or a siteaccess: an area of the tree is assigned to a section, and objects keep the section when moved, unless reassigned.

The sections of a new installation

IDNameIdentifierHolds
1Standardstandardthe content tree
2Usersusersuser accounts
3Mediamediathe media library
4Setupsetupsetup objects
5Designdesigndesign objects
Setup, Sections: the sections of the installation with their identifier and navigation part
Setup, Sections: the sections of the installation with their identifier and navigation part

The Anonymous role reads Section Standard only. That one limitation keeps everything else away from visitors (2. The sections of a new installation).

Recipe: a members area

From 13.1 A members area:

  1. Create a section Members area, identifier members_area.
  2. Create a folder Members with its pages.
  3. On the section's card, Assign content and choose the folder.
  4. Logged out, the folder is gone from menus and gives "access denied".
  5. Give the members' role content/read limited to Section( Members area ).

Visitors who are not logged in and open a members page see the login page; after login they return to the page. Registration is on Member registration and members-only areas.

Recipe: staging before publishing

From 13.3 Staging content: a section Staging that Anonymous may not read; editors build pages in their final place and assign them to Staging; releasing them is one Assign content to Standard.

Recipe: a review stage with object states

  1. Setup > States: create a group review with the states Draft, In review, Approved (the first is the default) (4. Creating a group and its states).
  2. Give Anonymous content/read limited to Section( Standard ) and StateGroup_review ( Approved ).
  3. Give authors state/assign with NewState ( In review ); give reviewers state/assign with NewState ( Approved ).
  4. Authors publish and set In review; reviewers check and set Approved; only then visitors see the page.
Setup, States: the object state groups and their states
Setup, States: the object state groups and their states

The full worked example is 9. A worked example: a review workflow. For an approval step before publishing (not after), see the approve event of workflows (Workflows).

Templates per section or state

# settings/siteaccess/<site>/override.ini.append.php
[full_members]
Source=node/view/full.tpl
MatchFile=full/members.tpl
Subdir=templates
Match[section_identifier]=members_area

A members design, a "draft" banner on unapproved pages, a different layout for staging: all are one rule each (Template overrides for site builders).

Tip

Identifiers are what templates and overrides use. Give every section and state group an identifier; the section list marks sections without one as needing attention.

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This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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