CMS 10.6 Adding Content Trays via In-Context Editing


Prerequisites:

Users can add content trays to site pages via the In-Context Editing (ICE) Trays pane or the Add Trays dialog. The term " content trays" refers to component content units and component items that users can place within the page fields structure.

Choose to add content trays individually, nest content trays as new list items in existing component list elements, or add content trays to empty component list items in the page fields structure.

To add content trays to pages via ICE:
  1. Access ICE mode. See Accessing ICE Mode for details.
  2. Scroll to the area of the page view that will contain the content tray within the Edit tab workspace.
    Bars (blue) display to indicate where you can add the content tray in the page fields structure.
    Additional Information
    Bars nest directly within component elements, list elements and empty list items.

    The list icon List Element Icon indicates where each list element starts within the page fields structure, and the gear icon Component Element Icon indicates individual items within the list.

    ICE provides two types of bars where you can add content trays. You can identify the type based on the bar's placement and display text. When you hover your cursor over a bar, one of the following messages displays.

    Display TextDescription
    Drag tray here or Choose TrayUse this bar type to nest a content tray within an existing empty component element or empty component list item.

    Drag Tray Here or Choose Tray in Empty Component Element

    Drag tray here or Click here to add new list itemUse this bar type to nest a content tray within a new list item in a component element list.

    See CMS 10.6 Adding List Items via In-Context Editing for details.

    Drag Tray Here or Click Here to Add New List Item in Component List
                    Element

  3. Choose a content tray to add to the site page via the Add Trays dialog or via the Trays pane.
    • Add the content tray via the Add Trays dialog.
      1. Hover over the bar to contain the content tray, and select Choose Tray or Click here to add new list item.

        The Add Tray dialog displays.

        Tip
        Users can only add component content types that the component element accepts. When users select a component element within the page fields structure, the Add Tray dialog filters available content that users can choose from to add to the selected component element.

        Add Tray Dialog

      2. Optional: See CMS 10.6 Add Tray Dialog for details about search and filter tools for content trays.
      3. Select the content tray to add, and click OK.
    • Add the content tray via the Trays pane.
      1. Select Open Trays Palette Open Trays Palette Button on the rightmost side of the Edit tab toolbar.

        The Trays pane expands.

        Tip
        Users can only add component content types that the component element accepts. When users select a component element within the page fields structure, the Trays pane filters available content that users can choose from to add to the selected component element. Select the (x) on the Showing trays for... message to clear this filter in the Trays pane.

        Filtered Trays Dialog

      2. Optional: Use the following options to filter and search for content trays via the Trays pane toolbar.
        OptionDescription
        View mode buttons Show List View ButtonShow Trays View Button

        Choose a view mode:

        Show List View Show List View Button
        Select this button to display the content trays in a list.
        Show Trays View Show Trays View Button
        Select this button to display a preview thumbnail of each content tray.

        Tip
        See CMS 10.6 Previewing Content Trays via In-Context Editing for details to preview thumbnails of component content units and component items.
        Templates and Components buttons Choose to display templates or components:
        Templates

        Display only content trays that do not associate with an existing component xID.

        If you create content trays via templates, the system will embed the content.

        See CMS 10.6 Editing Embedded Components via In-Context Editingfor details about embedded components.

        Components

        Display only content trays associated with existing components. Entries indicate their respective xID in parentheses.

        If you create content trays via components, the tray will automatically reference the existing component of your choice.

        See CMS 10.6 Editing Existing Components via In-Context Editingfor details about referenced components.
        Search button Search ButtonSelect the Search button, and enter a keyword in the Search field that displays.

        Available content trays display based on the entered keyword and selected filter option.

        Schema drop-down listSelect a component schema from the Schema drop-down list to filter content trays based on that individual schema.

        Only content trays associated with the selected schema display.

      3. Press and drag the content tray from the Trays pane to the page fields within the Edit tab workspace.

        Drag Content Tray from Trays Pane to Edit Tab Workspace

        Note
        To scroll up or down while dragging a content tray, hover the tray over the top or bottom edge of the Edit tab workspace.

        Scroll While Dragging Content Tray

      4. Drag and hover the content tray over the bar in the page fields structure, and drop the content tray when the bar displays the following text.
        Drag tray to place it
        Troubleshooting
        If the bar displays as dimmed (i.e., inactive) where you want to add the content tray, then select the list item or list that contains the bar, and then repeat the drag and drop steps. If the dimmed bar still displays, then the component element doesn't allow that content tray type.

    If you added a content tray that contains a component content unit, then the Enter name for embed component dialog displays.

    Enter Name for Embed Component

    If you dropped a content tray that references an existing component (i.e., component content with an xID), then the system automatically adds the content tray component reference to the page fields structure.

  4. If you added a content tray that contains a component content unit, then enter a name for the embedded component in the provided field, and select Continue.
    The system automatically embeds the added content, and the name of the embedded component displays in the Component field of the list item element.
    Note
    Select the Edit in fieldEdit in Field Icon (pencil) icon in the header toolbar to view the embedded component name in the Component field via the Edit this Field In-Context dialog.
  5. Select Save in the Edit tab toolbar to save your ICE changes.
    Warning
    Always save after making ICE changes. Otherwise, the system will not preserve your new changes.