Revision History
| Author | Date | Change |
|---|---|---|
| Russ Danner (Rivet Logic) | 3/2011 | First revision |
Contents
- 1. Do I need to be technical to use Crafter Studio?
- 2. Crafter Studio Version and this Document
- 3. Crafter Studio Overview
- 4. What Browser should I use?
- 5. Logging in
- 6. Personal Dashboard
- 7. Contextual Navigation
- 8. Web Site Dashboard
- 8.1. Common Dashboard Widgets Behaviors
- 8.2. My Recent Activity
- 8.3. Icon Guide
- 8.4. Object Types
- 8.5. Status Indicators
- 8.6. Workflow Indicators
- 8.7. Icon Matrix
- 8.8. Workflow Dashboard Widgets
- 8.9. Deployment Dashboard Widgets
- 9. Preview
- 10. Search
- 11. Creating and Editing Content
- 11.1. Safe Editing
- 11.2. Creating new Content
- 11.3. Forms
- 11.4. Form Controls
- 11.4.1. Generic Text Input
- 11.4.2. Generic Non-Editable Field
- 11.4.3. URL / File name Input
- 11.4.4. Generic Drop-Down Box
- 11.4.5. Generic Text Area
- 11.4.6. Generic Date and Time Input Selector
- 11.4.7. Generic Checkbox Input
- 11.4.8. Navigation Ordering Field
- 11.4.9. Generic Image Selector
- 11.4.10. Generic Waterfall Selector
- 11.4.11. Content Item Selector
- 11.4.12. Field Groupings
- 12. Rich Text Editing
- 13. Workflow and Scheduled Deployments
- 14. About the Technology
1. Do I need to be technical to use Crafter Studio?
NO. The whole point of Crafter Studio is to provide an easy to use enterprise class content authoring and management system for developing and optimizing the content and dynamic site visitor experience for any and all of your Web properties.
The primary goal of this document is to focus on how to use of Crafter Studio. For this reason we'll stay away from the technology behind the system. That said we understand that even as authors and users of the system we may found ourselves involved in discussions where technical details are discussed. For this reason we've provide a primer on the technology at the end of this document. An understanding of these details are not required to use Crafter Studio.
Jump To About the Technology Section
2. Crafter Studio Version and this Document
There are several versions of Crafter Studio that have been released. This document covers features available in Crafter Studio 1.6.x.
3. Crafter Studio Overview
Crafter Studio is a user friendly interface for managing your web experience for one or more web properties.
A brief tour of the application should be given at this point. You may find a pre-recorded tour here:

4. What Browser should I use?
While our aim is to support all modern browsers, Crafter Studio has been tested to work best with Firefox 3x and above.
5. Logging in
If you have not logged in or your session has expired, you will be challenged for a user name and password. You will see one of two login screens 
This is the Crafter Studio custom login for the Alfresco Share application. It can be configured to show your own custom branding.
If the custom login screen has not been configured to show you will see the stock Alfresco share login like the one below. 
5.1. What Credentials should I use
Crafter Studio can be integrated with oner or more of a number of authentication systems
- Alfresco OOTB accounts
- NTLM
- CAS
- TAM Junction
5.1.1. Roles
Once you have logged in you will have identified your user to the system. As a member of a WEM Crafter site each user can have one of two primary roles:
- Content Manager A content Manager has the ability to approve and reject workflow. A content manager also has access to a number of dashboards which are not available to content contributors including Recently Made Live and Approved Scheduled Items.
- Content Contributor A content contributor has access to create, edit and submit content
6. Personal Dashboard

Once an author logs in to Crafter Studio they will be directed to their personal dashboard
7. Contextual Navigation

- Branded Logo Button: Takes the user back to the Dashboard.
- Site Content Menu: Opens a menu that allows navigation to all pages, components and documents in the system.
- Contextual Navigation Links: An area reserved for dynamic links that will changed based off of the current page view.
- Search Field: Allows a user to search all site content or choose a subset of content to search from the drop-down menu (please see the later section on Search for more details about the search field.
- Log Out Button: Allows a user to log out of the system.
The Navigation Bar is a fixed element at the top of the page and cannot be scrolled off the page. This behavior is necessary as many pages are comprised of long forms. The action buttons for these forms will become Contextual Navigation Links in the bar and will need to be visible in a persistent manner to avoid necessary scrolling.
Site Dropdown

The Site content menu allows for browsing all site content in the system. This includes Pages, Components and Documents.
The "View" menu will allow selections of separate site properties.
- The menu width and height can be resized freely be the user.
- Users can have multiple tree paths open at the same time.
- If closed, the menu should retain it's last state when re-opened.
- Clicking the "Site Content" menu button a second time, or clicking anywhere off the menu will close the menu with the following exceptions:
- Any action executed by a right click in the menu should be allowed to complete without closing the menu (e.g.: a copy/paste operation or a delete operation.)
- The top level blocks "Pages, Components, Documents" can be hidden from users based on their privilege settings.
The context can be stretched and will remember where you set the length and width on your browser 
Clicking the main folders will toggle them open or closed. No minimize control should be used at this level for space saving reasons.
Root folders allow a user to drill in to a hierarchy of content. If the item is previewable it will also be clickable. Clicking on an item will take the author to a preview of the item.

Tooltips featuring extended information will be available when hovering over any item in the Site Content Menu or on the dashboard.

Right-clicking on an item opens a contextual right click menu for that item

Occasionally you have so many pages or components in your information architecture that it is not practical to list them or you simply want to provide your authors with a quick way to get to a specific search. For these use cases Crafter Studio's site dropdown IA folders support the configuration of dedicated searches.


- clicking on the item takes you to the search
- clicking on add will open a form for this type
8. Web Site Dashboard
8.1. Common Dashboard Widgets Behaviors
Each dashboard has a header 
- Expand Collapse control. Each widget can be closed and opened to hide the items shown by the widget. This setting is remembered by your browser
- Widget title and count. Most widgets include a count at the end of the name for the number of items in the widget
- Widget level options. Options are different on each widget
- Show count. Some widgets allow the author to decide how many items they want to see in the widget
- Content "type" filter: Some widgets allow you to filter them by a broad content type (All, Pages, Components, Documents)
Each item in the dashboards have the following 
- Ability to be selected. Selecting an item allows the user to interact with the selected items via the context nav
- A state icon which shows the type and current workflow status of the item
- Clicking on the item's name will take the user to preview if the object is previewable
- Edit link, clicking edit will check out the item and open the form for the item
- Object Type Filter: Crafter Studio 1.5.x+ (in development) includes the ability to filter dashboards by object type.
8.2. My Recent Activity

My Recent Activity tracks a user's authoring activity.
- A user can choose to see only those items which are in-progress or submitted to workflow
- Users cannot sort the recent activity list, most recent activities show up at the top.
8.3. Icon Guide
The Icon guide is simply a legend to help authors and content managers with the iconography on the system. While it can be very complex to sum up the state and nature of content in a glance, Crafter Studio attempts to achieve a high level visual summary via for each object object icons. You will see these icons throughout the application whenever an object is presented to the user. The icon always shows the Current state of the object.
The Icon guide breaks down icons in to their elements. You have three basic elements which can be combined to form a specific icon: The object type, The Status Indicator, The Worfkflow Indicator.
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8.4. Object Types
Object types are high level archetypes of content objects within the system. These types and the iconography associated with them provide a basic classification of the type of object at a glance.
Page: A page is exactly what you would expect, it's a URI addressable object that represents a web page or resource.
- Navigation Page: This is a resource that has a URI should be shown in a dynamically generated navigation on the site
- Floating Page: This is a resource that has a URI but should not be shown in dynamically generated navigation elements on the site
Component: A component is an object that is generally not URI addressable on the website. Examples are objects like Banners, Touts, Videos, Sidebar content etc. Components are usually re-usable assets that can be assigned and shared across many pages.
Document: A Document, like pages are URI addressable objects. In our experience many sites commonly have some usecase that involves a download of documents or other collateral. While we could cover this need with the "Page" icon, these type of assets generally have specific workflows and we have found it beneficial to specifically identify them in the system.
8.5. Status Indicators
There are a number of states about content that are helpful for authors
New: You will find a * asterisk at the end of a content object's name if the content has never been pushed live. This helps authors quickly identify which objects that are in progress are already live and which ones are entirely new.
Disabled: You will find that some objects have a strike-throughon their name, this means that the object is not deleted but it should not be displayed on the site. It's essentially a logical delete. Imagine a scenario where you need to take an object down immediately because of an inaccuracy while you make corrections. Disable is perfect for this and several other scenarios.
8.6. Workflow Indicators
Workflow indicators help authors and content managers understand at a glance what is going on with the content at a highlevel. Is it Live? Is it work in progress? Is it currently checked out? In some sort of approval process?
Submitted for Approval : Any item which carries the green flag is in some sort of workflow
Submitted for Delete: items which carry the red X but are editable and previewable are have been submitted for delete
Deleted: Items which carry the* red X *but are not editable and previewable are deleted. You will only see these items in dashboards which show historical data
In-Progress: In process means that the item has been edited since it was made live. Items move to in-process as soon as they are created or they when they are edited.
Locked: A locked item is currently in the process of being edited by another author.
8.7. Icon Matrix
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8.8. Workflow Dashboard Widgets
8.8.1. My Tasks and Pooled Tasks
When Crafter Studio is set up to use individual sandboxes for each author two workflow dashboards become available. My Tasks and Pooled Tasks. 
My Tasks is a dashboard widget which shows tasks the author or content administrator has claimed and there-form is responsible for advancing the the item through workflow.
Currently a simple APPROVE or REJECT workflow is supported. However, behind the workflow dashboards of Crafter Studio and Alfresco is an advanced, powerful workflow engine that supports arbitrarily complex workflows. A complex workflow is one that can have multiple steps, branches/decisions, parallel flows and much more. UI Support for these is on the road map of Crafter Studio.
Pooled Tasks is a dashboard widget which shows the items which can be claimed by the groups the current user is a member of. Once a user claims a task they can act on the item.
8.9. Deployment Dashboard Widgets
8.9.1. Approved Scheduled Items

Approved Scheduled Items is a dashboard widget which lists all the pending launch dates and times.
- Each date/time pair can be expanded to see the items that will be launched at that time.
- Only Admins / Site Managers can see the Approved Scheduled Items Widget
8.9.1.1. Go Live Queue

For sites with extremely simple workflow in which content contributors simply submit work for approval and content managers approve it a simplified dashboard exists called the Go Live Queue. The user experience of this widget is not capable of handling multi-step workflow.
8.9.2. Recently Made Live

Recently made live is a dashboard which lists all of the items which have been pushed live / published, grouped by launch date.* Each date/time pair can be expanded to see the items that will be launched at that time.
- Only Admins / Site Managers can see the Approved Scheduled Items Widget
9. Preview

Whenever you click on a page item the system will go in to preview mode. Preview mode is exactly like your live site except for the following:
- You are able to see the changes made in the authoring environment which are not yet live
- Performance is different because every asset is coming out of the repository which is a slower storage system than that used by live
- Search indexes are generally not updated
- User accounts and other environment specific data may not be current
- You have access to all of your authoring capabilities through the toolbar which is overlayed on your previewThe primary purpose of preview is to enable authors to see their changes before sending them in to workflow and through content launch. Because preview is actually your site running against the authoring repository and not just a rendering of the page you can browse and navigate the site just as you would the live one. This means toy can use Preview to find objects/pages in the system you want to edit.
10. Search

Search allows you to find objects in the system by filtering for them with keywords and canned filter options.
- Filters. By default (from the search box on the context nav) the filter is generic and provides basic cross cutting filters that allow you to augment a keyword search to find the content you want. Filters are pluggable which means that it is possible to create custom filters that enable authors to quickly find specific kinds of content without needing to know how to use complete logical operators or construct queries.
- Result Templates: Each result is a content type of one sort or another. Crafter Studio uses a template to render each result. If a custom template is found for a given type it will be used, otherwise a default result template is used. When you are looking for content the information you can quickly see about that content has a lot to do with how good your search experience is. Authors need to see different information for different types of content. For example, with an article you may want to see the category, the publish date and the summary. For a banner, you want to see the banner creative.
- Result Selection: Note the checkboxes to the left of each result type. Just as you can select multiple items on the dasboard and then interact with them in bulk, the same is true with search. If you are in general search mode you will have checkboxes that allow you to choose many items and access to the context nav to take action on those items. If you are selecting specific items for a control in a form you will be able to choose whatever number of items are expected by the control. In selection mode you will note that the site context nav does not show. A select/cancel bar shows at the bottom of search instead to confirm or cancel your selection. If only one item is expected you will have radio buttons rather than checkboxes.
- Search Pagination: You can choose how many results you want to see per page. Controls at the bottom of the page allow you to move through the results.
- Sort controls: Each filter can define what the sort controls are for that filter. In general you will find things like
- relevance,
- alpha on title,
- create date etc
11. Creating and Editing Content
11.1. Safe Editing
Crafter Studio makes sure users do not overwrite each others content while creating and editing existing content
| Feature | Purpose |
|---|---|
| Work Area / Sandbox |
A sandbox allows an author to make a change to one or more changes without any other user seeing those changes. |
| Check out -- check in / locking |
While a user is editing content it will appear locked to other authors |
11.2. Creating new Content
There are several ways to create new content in Crafter Studio:
- Create a new Content item
- Copy / Paste an existing Item
- "Duplicate" and existing ItemTo create a new content item directly you must use the Site Drop-down Menu in the Contextual Navigation Toolbar.

- Pull down site content tree
- Open Pages
- Navigate to the level and location within the Information Architecture where you want to create the content
- Right Click on the parent page
- Click New
- If more than one content type is available for this location a dialog for choose template will open.
!choose-template.png|align=center!### Select the type you wish to create. A preview for each item will be provided in the right pane of the dialog.- click OK to open the form for this item or cancel to abort creating a new item
- If only one content type is available for this location the form for that content type will open.
- If more than one content type is available for this location a dialog for choose template will open.
11.3. Forms
Forms are the means by which content is captured in Crafter Studio. A form generally maps to or represents an type of object in the system for example a certain kind of page - like a section page or a banner or video. Let's look at some common elements of a form and examine some of the controls that we use to get content in to the system.

When a new page is created or a page is edited, the form interface for these functions will open in a new browser tab. Aside from the different titles that appear at the top ("New Page" or "Edit Page") the actual contents and controls on the page are generally the same.
- The top section is always open by default, with all other sections on the page closed by default.
- A user can Expand or Collapse all of the sections on the page using the "Expand All" or "Collapse All" links at the top of the page.
- Clicking the +/- control or the Section Label will toggle the expanded or collapsed state for each section.
- The number of required fields within each section is displayed in the Section bar for that section.
- An icon in front of the Section Label will display a red asterisk (when required fields are not complete), or a green check mark (when all required fields are complete) to denote status.
- Every required field will have a red asterisk icon after it's Field Label.
- When data is entered into a field the red asterisk will swap to a green checkmark and the section bar will update with the new status.# An action bar is available at the bottom of the screen that cannot be scrolled away. This bar allows uses to Save & Preview, Save & Close or Cancel.
- "Save & Preview" will bring the preview window forward and reload it's content with the newly saved data.
- "Save & Close" will close the New Page/Editing screen and load the preview screen with the newly saved data.
- Cancel will close the New Page/Editing screen without making any changes.
The fields within each section are completely modular and can be applied to any given page as needed. This modularity allows us to craft edit pages for any new screens as they arise without the need for specific UI work on the edit screen.
These are the modular variables that will need to be specified for the data elements of an edit page (*required):
- For the Page
- Page Name (Text)*
- Content Type Note (Text)
- For Each Section Section
- Header Label (Text)*
- Section Note (Text)
- For Each Field
- Field Label (Text)*
- Required Field (Yes or No)*
- Field Type (Select)*
- Field Note (Text)
- Info (Text)
11.4. Form Controls
Form controls are the building blocks of forms.
11.4.1. Generic Text Input

- The character limit will specify both the MAXLENGTH and SIZE attributes for the field. If no character limit is provided the SIZE will be 50 and MAXLENGTH will be blank.
- The character counter will count up as the user types into the field.
11.4.2. Generic Non-Editable Field

- Non editable data will be wrapped in a box to denote that it is a data element.
- The box wrapping the data will stretch to accommodate it.
11.4.3. URL / File name Input

11.4.4. Generic Drop-Down Box

- The width of the drop-down box will be automatically determined by the length of the data within it.
11.4.5. Generic Text Area

- A pixel width will need to be specified for each text area field.
- The text area field will default to 3 lines in height.
- As the user types into the field it will expand vertically to accommodate more text.
- When the text entry box reaches 500 pixels in height it will stop expanding vertically and a scrollbar will appear.
- The character counter will count up as the user types into the field.
11.4.6. Generic Date and Time Input Selector

- The Date and Time input can allow entry of both Date and Time, only Date or only Time.
11.4.7. Generic Checkbox Input

- The checkbox input has extra attributes that can be specified to allow for groupings and descriptors a shown below.
- Descriptors are optional and in most cases will not be used but need to be allowed for.
- Groups of Checkbox items can be designated, each with a unique label.
- Groups will always have an expand/collapse control. Clicking on the group name will also expand/collapse the group.
- Groups can be set to be collapsed or expanded by default.
- If more than two groups exist in an input field a toggle link for "Expand All/Collapse All" will appear below the Field Label.
11.4.8. Navigation Ordering Field

- If a user selects "Yes" an edit button will appear.
- Clicking "Edit" will open the ordering tool in a modal foreground div layer.
11.4.8.1. Navigation Ordering Dialog

When "Edit" is clicked in the Navigation Ordering Field above, an editing dialog will open that allows the editor to change the position of the page in the navigation structure.
- The user will only be able to drag and drop "This Page" for placement.
- "This Page" will always default to the top position when navigation is turned on.
- Clicking "OK" will close the editing dialog and the change will be reflected in the non-editable text box on the originating field.
11.4.9. Generic Image Selector

- The image selector will allow a user to select an image of a fixed or fluid size.
- Preset dimensions should be set for this field if they are available.
- It should be possible to only specify a fixed width.
- Clicking "Edit' will open an image selection tool in a modal foreground div layer.
- After selection the chosen image will appear within the box.
11.4.10. Generic Waterfall Selector

- Clicking Add will open a menu system of items and sub-items.
- Clicking any item or sub-item will add it to the box.
- Clicking items in the menu will not close the menu (this allows multiple items to be selected)
- Clicking outside the menu area, or moving the mouse out of the menu area for 1 second will close the menu.
- Clicking the same item in a menu more than once will not add multiple instances of that item to the list.
- The text area box will grow in height to accommodate items as they are added and removed. Defaults to 3 lines when empty.
- Items that have been placed into the box can be selected and removed using the "Remove" button.
- Selecting an item and then clicking "X" will delete it.
11.4.11. Content Item Selector

- Clicking the Add button will open a menu of ways a user can add documents.
- Add "by Searching" will open a customized version of search in a new window. After selecting items in that window and clicking Add, that new window will close and the documents will be added to the document selector list.
- Add "by Document ID" will open a JavaScript alert with a text input field that says "Enter document IDs separated by commas."
- Add "by URL" will open a JavaScript alert with a text input field that says "Enter Document URL."
- Add "Upload New" will open a normal upload document page in a new window. After Uploading the document, the new window will close and the document will be added to the document selector list.
- The text area box will grow in height to accommodate items as they are added and removed. Defaults to 3 lines when empty.
- A maximum number of documents can be set as an option. If this option is enabled the counter below the Add button will show how many can be added.
- Document ordering can be changed via drag and drop (Example using YUI).
- Documents should have a blue selected state and a gray resting state.
- If Add is clicked when the document counter is full a Javascript alert will state "This document area is full. Please remove a document before adding another."
- If "Edit" is clicked while a document is selected the document editor will open in a new window.
- If "X" is clicked while a document is selected it will be removed from the list.
11.4.11.1. Child Forms
When you edit an existing item or create a new item using the Document/Content Item Selector Crafter Studio will open a new window for this item with the proper form. When you save and close that form you will return to the parent form (or a chain of parent forms) and Crafter Studio will link the two items together. Cancel simply closes the form without saving and returns the user to the parent form
11.4.11.2. Example of Document Selection Via Search

- The document Search would open in a new window.
- This would be a modified version of the document search which allows for selecting multiple items.
- A checkbox will precede each search result.
- A fixed button bar will run at the bottom of the screen. It should be persistent and cannot be scrolled away.
- The user can check single or multiple documents and click "Add Selected Documents" to add them to the document selector list.
- When the "Add Selected Documents" button is clicked, the window will close and the documents will be added to the document selector list.
- When Cancel is clicked the Window will close with no actions being performed.
- If a user checks items and then refines the search any checked items will be wiped out.
11.4.12. Field Groupings
In addition to having normal input fields, groups of fields can be created.

- Field groups must have a name associated with them.
- Any number of fields can make up a field group.
- Any type of field can make up a field group.
- Field groups can have an "Add another" link which will add another instance of the field group below it.
- Field groups can have "Move Up" and "Move Down" links which will move the field up or down in relation to it's sisters.
- Field groups can have a "Delete" link which will delete the group from the page. When only one field group is present delete will clear all of it's fields instead of deleting the module.
- Move Up and Move Down links should gray out when movement is not possible.
12. Rich Text Editing

The RTE (rich text editor)is intended to provide an in-context editing experience from within a form (rather than a preview.)

- RTE's can be sized to match the size of the region they represent exactly.
- Content entered in to the RTE should be styled and wrap as it will on the web page.
- Users of the RTE are not required to know HTML, but through the capabilities provided by the RTE be able to create reach web content.

Key Features
- RTE can be set to allow only a certain number of characters
- RTE will count the number of characters the user has entered
- Markup currently is NOT included in the count.
- RTE will count the number of characters the user has entered
- RTE can have constraints applied to it
- A constraint is field required, or length > 1000 chars or contains x
- The most common constraint is required
- If required RTE shows a red * next to label until satisfied, once satisfied the RTE show a green check mark next to the label
- A constraint is field required, or length > 1000 chars or contains x
- RTE can be set to specific width and height dimensions. Dimensions match or the RTE canvas match exactly the region dimensions of a web page.
- Height can be allowed to grow / Stretch
- RTE Toolbar floats anchored to the top of the screen for two key reasons:
- The toolbar is always available to the use regardless of how far down they scroll
- Layout of the Toolbar is consistent regardless of RTE width dimension
- RTE Toolbar applies always to the canvas the user is currently editing
- If the user focus on a non-RTE widget the toolbar should be removed
- If the RTE toolbar is not present on the screen, it should appear when the user focuses on an RTE canvas.
- Paragraph styles made available by the RTE match the sites styles
- This can be controlled per site
- CSS is pulled from the preview server. If it is updated in the CMS the styles will take effect in the RTE and on the preview of the site immediately.
- Users have the ability to use standard formatting controls
- Bullets Lists
- Numbered Lists
- Subscripts
- Superscripts
- Indent
- Outdent
- Text Align: Right, left, center
- Bold
- Italic
- Redo and Undo action
- Code Edit mode
- Opens editor up to a full screen edit mode for HTML
- RTE Widget HTML code is removed and replaced only by a marker element
- Image tags which have repository URLs show web URI
- Advanced objects
- RTE Widgets
- Each website project can specify its own available RTE Widgets
- Widgets are essentially child forms
- Widgets can have any number of properties
- When a user clicks on the object they are presented with controls:
- Move
- User clicks move button and then clicks a position in the RTE. The object should move to this location
- Delete
- Edit
- Move
- Forms usually provide formatting options
- Padding
- Text Wrapping
- Sizing etc
- If possible a "Live" preview is pulled from the preview server so that users can see their exact object and copy fit to it in a way that is as near to what they can expect on the web page a possible
- For certain widgets a preview is not possible (Flash, Javascript etc), for these a static "Prototype" XML can be configured.
- During rendering the user will see a spinner visualization until the object is inserted.
- If an error occurs and the object cannot be rendered a red X is displayed
- Insert Link / Edit / Remove
- standard link functionality but also includes ability to set a named style which means you can turn links in to buttons etc.
- Insert Image
- Images get uploaded and placed in CMS
- Images are previewed to size in the Editor
- Images have formatting controls
- padding
- wrapping
- size
- link
- border
- Insert Layout
- Layouts are essentially tables with a certain number of columns
- RTE shows borders but preview should not
- Each web project (site) can configure the available layouts
- columns align to top and have a fixed padding on the right and left of the column
- Users can remove and add columns
- Users can use more than one layout in an RTE
- Layouts are removed by selecting the table and deleting it (cut/delete key)
- Insert Table
- User has a list of pre-styled tables to pick from. Tables should be re-styled by the delivery tier to ensure that alternating colors and such are applied appropriately
- Control to allow simple delete of layout
- Users can remove and add columns
- Users can use more than one layout in an RTE
- Tables are removed by selecting the table and deleting it (cut/delete)
- Control to allow simple delete of table
- Paste from Word
- headings, italic, bold, alignment, basic bullets, numbers and tables are preserved
- Paste from web
- headings, italic, bold, alignment, basic bullets, numbers and tables are preserved
- RTE Widgets
Questions:
- Can the RTE render an IFRAME: Yes
- Can the RTE render flash: No, however we do put a place holder in it's place
<object width="425" height="349"><param name="movie" value="http://www.youtube.com/v/BD-y8F1Fa7g?fs=1&hl=en_US"></param><param name="allowFullScreen" value="true"></param><param name="allowscriptaccess" value="always"></param><embed src="http://www.youtube.com/v/BD-y8F1Fa7g?fs=1&hl=en_US" type="application/x-shockwave-flash" allowscriptaccess="always" allowfullscreen="true" width="425" height="349"></embed></object>
- Can the RTE render or execute inline javascript: No, we can't allow JS to modify the RTE DOM
- Can I code inline javascript in the code mode: Yes
{color:#000000}<div id={color}{color:#000000}"xyz"{color}{color:#000000}>THIS WAS MY TEXT</div>{color} {color:#000000}<script lanugage={color}{color:#000000}"javascript"{color}{color:#000000}>{color} {color:#000000} document.getElementById({color}{color:#000000}"xyz"{color}{color:#000000}).innerHTML ={color} {color:#000000}"{color}{color:#000000}this{color} {color:#000000}IS my{color} {color:#000000}new{color} {color:#000000}Text"{color}{color:#000000};{color}</script>
- Can the RTE render inline styles in a <style> tag: Yes
- Can I code a <style> tag in the code mode: Yes
<style> .example { font-family:"Times New Roman"; font-size:20px; } </style>
Why YUI and not TinyMCE: Tiny MCE is more feature rich to date than YUI however the coding model is much better for YUI. YUI has been used to create all the form components and given the steam behind this well known and used JS library we have integrated this RTE as a first step.
- Do you support spell checker: It's not integrated today but it is possible to integrate the RTE with a spell checker
- Can I cut and paste from word: Yes
- Can I cut and paste from the web: Yes
12.1. In Context Edit
In Context edit is a feature that makes your preview server aware of the content model (the regions, fields and so on) that are editable. Once the server is aware of where these items it can then render an edit button (like a pencil) next to each item. When the user clicks on the pencil/edit the page prompts the user with the appropriate control for the field type right on the page so the user can quickly make an edit.
12.1.1. When is In-Context Edit Useful?
In-context editing is a great feature for a small set of usecases.
- When you are editing content which is visible on the page.
In-context edit deals with content and metadata you can see. If you must edit metadata and other non visual data you need more a more expressive capture mechanism. - When your changes are small and apply to one or a few visual fields on the page.
13. Workflow and Scheduled Deployments
Workflow is the act of moving content through its lifecycle.

Workflow screens that contain UI will open in an overlay style environment overlapping the screen that they initially were called from. When a workflow action is completed, any necessary status updates should be loaded into the background UI.

13.1. Submit to Go Live
A Go-Live submission can be initiated from a preview screen (for single items) or from the Dashboard (where items can be batch checked).

13.1.1. Scheduling Policy
When the "Scheduling Policy" link is clicked on the "Submit to Go Live" screen, the previous screen content will be replaced with the scheduling policy. Clicking the "OK" button will take the user back to the "Submit to Go Live" screen.

13.1.2. Submittal Complete
After Submitting, a confirmation will be shown containing follow up information. Clicking OK will close the screen.

13.2. Go Live
The admin's Go Live interface will allow batches of scheduled and non-scheduled items to be pushed live at the same time.
- Clicking 'Set everything to "Now"' will change the schedule of all items in the list to "Now."
- Clicking on any Go Live time will open a quick editor allowing the admin to change/add scheduling information.
- Clicking Cancel after making changes to this screen will wipe out any changes that were made.
- All dependencies for an item being pushed live must be checked before the "Go Live" button will become active.

13.2.1. Go-Live Complete:
After clicking "Go Live," a confirmation will be shown containing follow up information. Clicking OK will close the screen.

13.3. Schedule:
Schedule dialog allows the admin to schedule or reschedule a submitted item
- Admin Only
- The calendar icon can be clicked to quickly pick a date.
- The calendar should default to tomorrow's date.
- All dependencies for an item being pushed live must be checked before the "Approve & Schedule to Go Live" button will become active.

13.3.1. Scheduling Complete
After clicking "Approve & Schedule to Go Live," a confirmation will be shown containing follow up information. Clicking OK will close the screen.

13.4. Reject:
Admins may pick canned rejection reasons from the drop-down menu. Once selected, the editable text area field will be filled with the corresponding rejection notice.

13.4.1. Rejection Complete
After clicking "Send Rejection," a confirmation will be shown containing follow up information. Clicking OK will close the screen.

13.4.2. Rejection Notice: User Only
If a user clicks the link to read a rejection notice on the dashboard. They will be able to open and read their rejection notice.

14. About the Technology
As a user of Crafter Studio you are interested in managing the content and other aspects of your web properties. For the most part we'll try to keep the technical details out of this document but because you may interface with technical people we want to give a basic understanding of the system behind Crafter Studio. This section can be skipped if you wish.
14.1. Authoring vs Delivery
Crafter Studio and the technology it's is built on is designed with a couple principles in mind:
- We want to be able to author and manager content for 1 or more web properties
- Each property may have completely different owners, authors etc
- We want to be able to manage sites built with different technologies
- Crafter Studio does not make assumptions about what technology the target delivery platform is built on
- Authoring and Managing your website is a very different from the interacting with the web property itself
- Audiences are different
- Functionality is different
- SLAs are different
- Platform Lifecycles are different
- We often want to consume our content with more systems than just our website
Because of these principles Crafter Studio designed as what we call a decoupled system. All that means is that the authoring/management software and installation is not the same as the delivery software and installation.

- On the authoring side you have all of your editing and management capability.
- On the delivery side you have the freedom to use whatever technology will best help you serve your users.
- When authors approve content in Crafter Studio it's published by the authoring platform out to the delivery platform (or delivery platforms.)
Depending on who you are speaking with and their perspective on the authoring system you may here the authoring system referred to in a variety of ways:
- The CMS (Content Management System)
- WCM / The WCM (Web Content Management System)
- Authoring
You may also here Authoring referred as Alfresco, The Repository or The Content Repository Alfresco is a Content Repository, the system where the content is actually stored an managed. An enterprise class content repository like Alfresco is not just a storage means for your content, it also provides services for managing content like the following:
- Versioning
- Check-in / Check-out
- Content Transformations
- Content indexing / Searching
- Security and Policy enforcement
- Workflow support
- Integration support
- Deployment and Replication support
- etc
Crafter Studio is a plugin /add-on for a client application called Alfresco share which sits on top of the Alfresco Content Repository.
