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  1. In the CMS, navigate to Content → Articles

  2. Click Edit for the Article Type you want to group the article in. 

  3. Any existing articles in this article group are listed. Click the Add New Article button. 

  4. In the Add Article screen, enter a Description for your article. NOTE - This will be the article's title. The article's SEO URL, Browser Page Title, and SEO Description will also be auto-populated what you enter here. You can change any of these fields if you wish. 

  5. The Posted Date will auto-populate with today's date. If you wish, you can change it. This date will be displayed to readers in the article.

  6. If you want to set a date for this article to be visible on your website, enter a Start Date. NOTE - This date may be different from the Posted Date.

  7. If you want the article to be removed from your website on a certain date, enter an Expiry Date.   

  8. Select or upload a thumbnail image for the article. This smaller image displays for the article in the article list page. 
  9. Select or upload the main image for the article. This image displays in the article. 

  10. Enter some 'teaser' text to engage readers in the Summary section. This is displayed in the article list page. Use the WYSIWYG editing tools to update font sizes, formats, and colours based on your site's style guide.

  11. In the Content section, enter the main body of the article. Use the WYSIWYG editing tools to update font sizes, formats, and colours based on your site's style guide. 

  12. (The Article Filters panel appears only if your Administrator has enabled it.)

    Article Filters allow an article to be viewed only by a certain segment of site users.
      1.  Customer filters apply to user's current Customer only?: Applies only if filters are added in the Customer Codes field in 12ii. Some users are attached to more than one Customer account. If a Customer Code filter is added. the user can view the article when in this Customer account. What about whey they switch to another account not in the filter list? Toggle this setting ON if the user should not see the article anymore. If OFF, the user can view the article as long as one of their linked Customer accounts has been added to the list. 

      2. Enter one or more Filter values: Customer Types, Customer Warehouses, Customer Codes, Bill to Customer Codes, Email Addresses or Roles. NOTE - If a field is left blank, no filters will apply at that level.   

        NOTE - This function works only with standard article widgets. It will not work if your site uses custom article widgets. 

  13. Features are metadata you define to tag articles of an article type. They can then be used to help readers quickly locate articles that are relevant. So features and feature values should be meaningful to an article's content. Think of a 'feature' as a category and its 'values' as subtypes of the category. As an example, suppose your business sells homewares and you and other article creators have published many articles on products and designs for different rooms. A 'feature' could be 'room type', and values, 'bathroom', 'bedroom', 'loungeroom', etc. Articles can be tagged with particular room type values. Using the room type filter, readers can quickly find articles about decorating a particular room type, e.g., 'bathroom' or 'bedroom'.  

    You can add as many features as you require.

    In Feature, enter a name for the category. In Value, enter the subtype of this category.  TIP - For the filters to display in an article list, see the how-to guide on Add a Feature Filter.


   How site visitors use feature filters:

   13. Once you have finished editing the article, click Save or Save & Exit

3. Format Article Layout