Tutorial 2: Edit Pages
Log in. Open your page, using the instructions in Tutorial 1. Click Edit. Halfway down the screen, find the mustard-green Kupu editing bar. (This is not the same as the green Plone frame.) The bar should look like this:
(What if the frame does not appear? Use the 2 scroll bars on the right side of the screen, to jiggle up and down the screen and look for it. If you don't see a frame, then try setting Kupu as your default editor by following these instructions. Then open your page and start again.)
In the Body Text field of your page, type in some text. Click Save. Click Edit again. Edit the text in some way. (Do not delete all text from the body text field. If you do, your page won't save.) Click Save again. You have just edited a page!
Now let's edit the page using functions in your Kupu edit bar.
Kupu Editing Bar Icon Functions
In Kupu, the 20 icons (more or less) can do the following jobs. Here they are, in order of their arrangement from left to right. And by the way, you can also hover your cursor over an icon for a pop-up label naming the function of that icon.
Bold: "B" icon. Click before you type. Or, type first, then highlight the text and click the icon.
Italic: "I" icon. Click before you type. Or, type first, then highlight the text and click the icon.
Left justify: Align text left
Center justify: Align text center
Right justify: Align text right
Numbered list: Insert text, hit this icon, and it indents with a number. Every time you insert text and hit Enter, you will create a new numbered line. To stop line numbering, enter your new line of text, click on the superfluous number, and click the Numbered list icon again; the superfluous number will disappear and the text will be placed flush left. If you do want the un-numbered text to be indented, click icon 11 (with the blue arrow pointing right) to indent that line.
Bulleted list: If you insert a couple of bullets and then hit Enter but DON'T want the software to keep generating numbers, just click on the superfluous bullet and click the bullet list icon again. (Or, just place your cursor right after the bullet, and backspace over it.) If that throws off your alignment, just click on the first character of the new line, then click icon 11 to increase your indentation.
Definition list: Alignment used for typing subheadings of definitions.
Decrease quote level: Move Indent Left: If you'd like indented material to align flush left. Click the first character of the line, then this icon. Useful for alignment when you're tinkering with numbers or bullets in a list.
Increase quote level: Move Indent Right: If you click your cursor just before a line which you wish to indent, then click on this icon, the line should move 5 spaces to the right. Why not use the Tab key on your keyboard? Because this will advance you to the next field!
Insert Image: Here are instructions a-plenty for inserting an image to a page: Images, Inserting
Insert internal link: Chain-link icon. See instructions for inserting an internal link .
Insert anchors: Ship anchor icon for inserting an anchor in a page .
Insert table: cute crossword-puzzle icon. You can create a simple table if you are not going to change it much. But Plone is actually not strong on its table-making functions; it won't calculate cell contents, for example. If you have a complex table already made in Excel or MSWord, you might just as well scan and add it as an image, then re-load and update the image whenever you update the table in the other software.
Undo: To cancel the latest editing command. Control + Z will also work.
Redo: To repeat an editing command.
HTML: In Edit, click here to edit in html view. Once you open this, you will still see a green edit frame (without any Kupu icons). To switch back to Kupu, just click HTML again or else click Save or Cancel.
Text Tool Format Box: This is a drop down menu containing text appearance options. The default setting for this is Normal Paragraph. You can highlight your text and choose options such as Heading, Subheading, Character Style (in 6 decorator colors), Pull-Quote to make text stand apart in its own box, and Clear Floated Elements (this stops text from wrapping around an inserted image and allows the image to stand alone on a page). And if you wish to remove formatting, try highlighting your text and click Remove Style.
Red X: The little red X at the far right of the Kupu bar will only appear when you are in Edit mode and when you highlight the hypertext of a link OR click on an image. Clicking the red X will then allow you to break the link or to delete the image. (To break a link, don't just delete the text for the label; first highlight the hypertext, then click the red X.)
Zoom: At the very top right of the Kupu bar, this is a tiny blue and white box symbol with a tiny red arrow. Click on this to expand the text box of your page to a full screen size for easier editing. Then click the same icon to reduce the web page size again. Note: when I click to reduce the page, my cursor does not return to its previous place in the document; instead it jumps to the very top of the page.
Before you edit any actual pages, including a faculty Professional Activity Report, please review these 3 suggestions.
- Edit Mode. Every time you open one of your own pages, every time, click the Edit tab first before reading it. Why? Because when you try to scroll dow by clicking on text in Plone, that opens a special quick edit function. What's wrong with that? Nothing, except that the page will flash and reload, which could take a long moment, and your cursor will jump to another part of the page. Often it jumps down to a blank space after your document text; you may be left looking at a blank reloading screen as the seconds tick by, thinking that all of your work is gone; then when it reloads you will need to tinker with both scroll bars to regain your place. So, click Edit first thing, even if you only want to read the page. And every time you Save changes to a page, click Edit before continuing your session. (You can always cancel any accidental changes by clicking Cancel at the bottom of the page.)
Big Exception: If all you want to do on a page is test links, you must stay in View, not go to Edit. Links on a page will open only if you go to View mode before clicking on them! And, if you install a link and then try to test it, it won't work unless you click Save first to return to View mode.
- Please Save your work. Often. Trust us. If you don't, you can be speed typing along, then hit Save, and suddenly see a new page with this:
A problem has occurred Please contact firstname.lastname@example.org
Error message: "multipart/form-data not allowed"
Hitting Refresh will attempt to resubmit your request
Is that a welcoming message? We didn't think so either. We hope this is the last time you will ever see it. If you DO see a message like this, immediately click your browser back button to return to your page and highlight and copy the new material! Paste the new material to some MS Word doc or some other location, and Save it there. At least then your material won't vanish. Then you can click Edit again, copy & paste your new material to the page, then Save. Otherwise, when you reload the page those changes will vanish. Web forms at UW have a "pub-cookie" security time-out function; even if you are actively editing along, if you don't Save changes often, like every ten minutes at least, your new changes will not be accepted. By the way, the word processing reflex of hitting Control + S to save work while you type will not save your work in Plone. You can be merrily Control + S saving away, and still end up losing all your work; Control + S will do nothing but (sometimes) open an enigmatic Save As dialogue box.
- Use Save or Cancel buttons before leaving your page! If you make any change, any, at all, please always click Save or Cancel at the bottom of the page. Otherwise you will accidentally lock the page, and your teammates will not be able to edit it, and they will need to call us. It's a common situation. If you have many open tabs in your browser, it's easy to click on some other tab and wander off your page, then close all your tabs at day's end without really saving the page. Usually your teammates can click Unlock to release the page, but they may not know that and sometimes extra tech support tricks will be needed. (There actually is a lock function in Plone, but that's another discussion.) By the way, if you see the message "Are you sure you want to navigate away from this page?" press OK if you DO want to leave the page (without saving your work), or press Cancel if you want to stay on the page, and then press Save or Cancel at the bottom.
It's best if pages are fairly short (unlike this one); that way, readers won't have to scroll much. Use the following instructions to add...
A simple Table of Contents
A Next/Previous link at the bottom
An Anchor Link jumping from one part of the page to another
An Ownership update to your name at the top of the page
Thank you for reading our tutorials!