2.5 Accessing Oracle Portal Page Editing Tools

If you are logged in to Oracle Portal and have at least Manage Content privileges on a page, you can display the page in Edit mode by clicking the Edit link at the top of the page. In Edit mode you can set page properties and add, modify, or delete portlets and items on the page. Whilst editing a page, the toolbar, shown in Figure 2-10, is displayed at the top of the page.

Figure 2-10 Edit Mode Toolbar

Edit Mode Toolbar
Description of "Figure 2-10 Edit Mode Toolbar"

In Edit mode, the changes you make to page content are visible to all users. If you want your changes to be visible to yourself only, personalize the page instead. See Section 2.3, "Personalizing Pages."

There are several different editing modes in Oracle Portal: Graphical, Layout, List, Pending Items Preview, and Mobile Preview. To edit your page in a particular mode, click the appropriate link in the toolbar:

  • Graphical - Displays page and items as they appear on the finished page. You can also add and delete regions in this mode.

  • Layout - Displays regions without showing the actual content displayed on the page. In this mode, you can add, arrange, and remove regions on the page. You can also hide, show, delete, or move content.

  • List - Lists all the objects that appear on the page, as well as each object's size, type, date last updated, and so on. Use this mode to approve or reject, expire, unexpire, show, hide, check out, or check in content, submit drafts for approval, grant access to sub-pages, or make sub-pages public or private. In this mode you can also perform actions on several objects at once, move or copy objects to other pages, and purge deleted or expired items.

  • Pending Items Preview - Lists items that are awaiting approval. In this mode you can preview all your pending items, and approvers can view, approve, or reject pending items. In this mode you can also see your draft, hidden, deleted, and expired items.

  • Mobile Preview - Shows how pages will look on a mobile device.

Your page group administrator determines which editing modes are available to you, when setting up the page group. See Section 4.4, "Configuring a Page Group's Page Edit Modes."

This section describes:

2.5.1 Accessing Page Editing Tools

To display a page in Edit mode:

  1. Navigate to the page.

    Note:

    If you do not see the page that you want to work with, you may not have the appropriate page access privileges. See your page group administrator to gain access.
  2. Click Edit to switch to Edit mode.

    Edit is the default name for this link. Your page designer may have given this a different name.

  3. Do any of the following:

    • To change to a different editing mode, click an Editing Views link (Graphical, Layout, or List).

    • To see how the page will look on a mobile device, click Mobile: Preview.

    • To review your draft items, or items awaiting approval, click Pending Items: Preview.

      If this link is not available, Approvals and Notifications are not enabled for the page group. See Section 5.4, "Setting Up Approvals."

    Contact your page group administrator, if the editing mode you want to work with is not available. Your page group administrator determines which edit modes are available using Edit Mode settings on the Configure tab of page group properties. See Section 4.4, "Configuring a Page Group's Page Edit Modes."

Note:

When you switch between the various edit modes, the current state of any portlets on the page is not maintained.

2.5.2 Accessing Page Portlet Editing Tools

You may find that page content is exposed to you through page portlets. In this case, it may still be possible to edit the content by switching to Edit mode within the portlet itself. If you have this capability, you will see an Edit link in the portlet header as shown in Figure 2-11.

Figure 2-11 The Edit Link in a Page Portlet

Description of Figure 2-11 follows
Description of "Figure 2-11 The Edit Link in a Page Portlet"

To switch to Edit mode, simply click the Edit link. Although the complete range of editing tools is not available in the page portlet Edit mode, all the tools necessary for publishing content are accessible in this mode (see Figure 2-12).

Figure 2-12 A Page Portlet in Edit Mode

Description of Figure 2-12 follows
Description of "Figure 2-12 A Page Portlet in Edit Mode"

The Page portlet offers a simplified Edit mode that may be more suitable for some content contributors than the full page Edit mode. The Edit Defaults mode of the Page portlet (see Figure 2-13) allows the page designer to select which regions are displayed in the Page portlet, and to hide or show the Edit link. This allows the page designer to select a subset of regions (containing content that needs to be published) while hiding regions (such as navigation bars, banners and other page decoration) that typically are not relevant when the page is published as a portlet.

The Pending Items Preview edit mode is not available for Page portlets, so it is not possible to see pending items on a page when it is viewed through a Page portlet. If you need to track the progress of pending items, place the My Approval Status portlet on the same page as the Page portlet. All the items that are not otherwise visible in the Page portlet are visible in the My Approval Status portlet until they are approved or published.

Figure 2-13 Page Portlet Edit Defaults Page

Description of Figure 2-13 follows
Description of "Figure 2-13 Page Portlet Edit Defaults Page"

Note:

The Edit link appears only to users who are authorized to edit content on the page portlet (users who have the Manage Items With Approval privilege or higher on the page that is published as a portlet).