Operations

Each time you set up an entity operation, you make that operation available on an entity details page. This process involves configuring several categories of settings including:

Display - set the display format, icon, label, and button style for the operation.
Operation - define the behavior of the operation.
Visibility - specify the conditions that determine if an operation is visible.
Permissions - set the permissions required for an operation to be visible.

You can also specify which operations are available when you add a Selection component. The list of potential operations depends on the entity definition associated with the page.

Note

Operations related to variants and drafts are not shown unless the entity has variants and drafts.

The following sections describe the page operations available in Sitecore Content Hub and list associated operation settings.

Add label

Applicable to: content

Use this operation to add labels to a selection of project content.

Operation settings

Field	Description
Relation	List of available relations: - Assets (BlockCollectionToAsset) - Fragments (BlockCollectionToFragment) - Items (BlockCollectionToBlock) - Resources (BlockCollectionToResource)
Collection type	To add labels to a specific collection type, enter the type of collection (for example, campaign, product, or event).

Add to entity

Applicable to: assets, collections, content, print, products, projects

Use this operation to link a child entity to a parent entity. You can, for example, add the Add to entity operation to the Asset details page so users can add an asset to a product.

Warning

If you have Read permission but not Update permission on the parent entity, an error occurs at the validation step.

Operation settings

Field	Description
Relation	The relation member of the parent entity. For example, a relation between assets and the product entity is Products (PCMProductToAsset).
Creation page	The page used to create a parent entity. The entity is added to this page if none of the existing parent entities are suitable.
Window type	The size of the modal for the Creation page. Options are: - Small modal - Medium modal - Large modal - Extra large modal - Drawer
Redirection	The page to redirect users to. Options are: - None - displays a success message. - Manual - displays a success message with the option to redirect users to the specified page. - Automatic - redirects users to the specified page.
Action	Gives access to a list of the available actions.

Add to saved selection

Applicable to: assets, collections, content

Use this operation to share a selection of assets with other users. You can, for example, add the Add to saved selection operation to the Asset details page so that users can add assets to a saved selection.

Annotate

Applicable to: assets

Use this operation to provide feedback by adding comments to an entity as part of a review process. You can, for example, add the Annotate operation to the Asset details page so that users can comment on assets.

API keys

Applicable to: collections

Use this operation to create an authentication API key to access the Preview API or the Delivery API.

Note

For an example of the API keys operation, see API keys and Content collection details.

Operation settings

Field	Description
Window type	The size of the modal for the Create page. Options are: - Small modal - Medium modal - Large modal - Extra large modal - Drawer

Approve

Applicable to: assets

Use this operation to move assets from the Under review status to the Approved status. Other examples include MRM jobs and CMP flow. You can, for example, add the Approve operation to the Selection component on the Review page.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Assign state flows

Applicable to: assets, collections, content, print, products, projects

Use this operation to add an entity to a state flow. You can, for example, add the Assign state flows operation to the Content details page so users can add or remove an entity from a state flow.

Attach to campaign

Applicable to: content

Use this operation to add content to a campaign. You can, for example, add the Attach to campaign operation to the Ideas page during the ideation process.

Check in

Applicable to: Adobe InDesign, Adobe Illustrator, and Adobe Photoshop documents.

Use this operation to check in assets previously checked out of Content Hub.

Operation settings

Field	Description
Destination	The destination of the check-in (InDesign, Illustrator, Photoshop).

Check out

Applicable to: Adobe InDesign, Adobe Illustrator, and Adobe Photoshop documents.

Use this operation to check out assets from Content Hub to Adobe InDesign, Illustrator, or Photoshop.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Create draft

Applicable to: assets

Use this operation to adapt and reuse items using drafts. This lets you maintain the intent, style, tone, and context of the original item and edit items without directly applying the changes to the original version. You can also save a modified item as a standalone item. You can, for example, add the Create draft operation to the Content details page so users can create a draft of assets.

Operation settings

Field	Description
Copy profile	Select a suitable copy profile using the list provided. Options available are: Drafts, Localizations, Drafts saved as new entities, Variants saved as new entities, Drafts merged with original.
State flows	Select a suitable state flow using the list provided.
Redirection	Specify the redirection behavior. Options are: None displays a success message, Manual displays a success message with the option to redirect users to the specified page, Automatic redirects users to the specified page.

Create variant

Applicable to: content

Use this operation to create variants of existing entities to customize content for a specific target group (for example, audience, market, country, culture, and so on). You can customize any entity definition (for example, content, product, and so on). You can, for example, add the Create variant operation to the Product details page so users can create a product variant.

Operation settings

Field	Description
Copy profile	Select a suitable copy profile using the list provided. Options available are: Drafts, Localizations, Drafts saved as new entities, Variants saved as new entities, Drafts merged with original.
Fields	Select the fields to include in the new entity. Mandatory fields on the original entity are also mandatory when creating variants.
Required	Select the check box next to a field if it is mandatory.
Window type	The size of the modal for the Add to entity operation. Options are: Small modal, Medium modal, Large modal, Extra large modal, Drawer.
Redirection	Specify the redirection behavior. Options are: None displays a success message, Manual displays a success message with the option to redirect users to the specified page, Automatic redirects users to the specified page.

Delete

Applicable to: assets, collections, content, print, products, projects

Use this operation to delete an entity. Users are redirected to a different page depending on the lifecycle status the asset had before it was deleted:

Lifecycle status	Redirection page
Created	`/pages/{uiCulture}/Create`
UnderReview	`/pages/{uiCulture}/WaitingRoom`
Approved	`/pages/{uiCulture}/Assets`
Archived	`/pages/{uiCulture}/ArchivedAssetsOverview`

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.
Redirection	Specify the redirection behavior when an entity is deleted. For M.Asset entities, there is no option to configure a redirection page.

Detach from original

Applicable to: content, products

Use this operation to apply a copy profile to a variant, causing it to become a standalone entity that is detached from the original. You can, for example, add the Detach from original operation on the Content details page so users can detach content or products from the original.

Operation settings

Field	Description
Copy profile	Select a suitable copy profile using the list provided. Options available are: - Drafts - Localizations - Drafts saved as new entities - Variants saved as new entities - Drafts merged with original
Fields	Select the fields to include in the new entity. Mandatory fields on the original entity are also mandatory when creating variants. Required: Select the check box next to a field if it is mandatory.
Window type	The size of the modal for the Add to entity operation. Options are: - Small modal - Medium modal - Large modal - Extra large modal - Drawer

Direct publish

Applicable to: assets

Use this operation to move an asset from the Created status to the Approved status, without the asset passing through the Under Review status.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Discard checkout

Applicable to: assets

Use this operation to discard a checked out entity (for example, discarding an asset checked out in Sitecore Connect for Creative Cloud.

Download

Applicable to: assets, collections, content

Use this operation to convert the selected entity files before downloading entity renditions. You can, for example, add the Download operation to the Asset details page so users can download content, assets, or collections.

Operation settings

Field	Description
Rendition	Select the rendition to download (Thumbnail, Preview, Original, and so on).
All download options	Turn on the switch to display all renditions of the entity.
Request download	Turn on the switch to display the Request download dialog box when the intended use for the asset is not consistent with the digital rights management (DRM) workflow.
Custom download	Turn on the switch to display the custom download option, which lets users edit assets. Users can see a real-time preview when cropping and a list of preset dimensions based on social media websites.

Duplicate

Applicable to: content

Use this operation to create a copy of an original entity. You can, for example, add the Duplicate operation to the Content details page so users can create a duplicate of content.

Operation settings

Field	Description
Rendition	Select the rendition to duplicate (Thumbnail, Preview, Original, and so on).
Page name	Click + Add to add a redirection page, which users are taken to once the duplicate is created.

Edit

Applicable to: assets, collections, content, print, products, projects

Use this operation to edit one or more entities through a defined page. You can, for example, add the Edit operation to the Assets page and then select the Mass edit page for editing the selected assets.

Operation settings

Field	Description
Page name	The page to be used for editing one or more entities. By default, the MassEdit page is used.

Edit in table

Applicable to: assets

Use this operation to perform a mass update of the metadata for multiple selected entities. You can, for example, add the Edit operation to the Assets page and then select the Asset mass edit table page for editing the selected assets.

Operation settings

Field	Description
Page	Click + Add to select a page to be used when editing multiple entities in a table. The AssetMassEditTable page is used by default.

External actions

Applicable to: assets, collections, content, print, products, projects

Use this operation to execute one or more preconfigured actions.

Operation settings

Field	Description
Actions	Click + Add to select an action. You can click Manage actions to open a dialog box that lets you search, edit, or delete actions, as well as create new ones.
Properties	The properties to include in the external actions.
Relations	The relation members to be part of the external actions.

Find duplicate files

Applicable to: assets

Use this operation to display a list of duplicate files for an entity. You can, for example, add the Find duplicate files operation to the Asset details page to let users locate duplicate assets.

An asset is flagged as a duplicate if the file representing its current version is also used as any version of another asset. This means that if you upload a new version of an existing asset and the new file is not used for any other assets, the updated asset is not considered a duplicate even if it was one previously. However, any version of an asset that uses the same file as another asset is flagged as a duplicate, even if the asset itself is not. You can use the Find duplicate files operation for any asset or file that is flagged as a duplicate.

To determine whether two entities are duplicates, the system compares each one's Digest value. This is a string of 40 characters used to distinguish the properties of the underlying data.

Check an asset’s Digest value

Generate PDF

Applicable to: assets, collections, content, print, products, projects

Use this operation to generate a PDF from a list of entities.

Operation settings

Field	Description
Actions	Select a print entity generation action.
High-resolution	Turn on the switch if you want the resulting PDFs to be of high resolution.

Move to trash

Applicable to: assets

Use this operation to move assets to the trash. The assets in your trash are visible on your My trash page. This is known as a soft deletion, as opposed to a hard deletion where an asset is deleted permenantly. For example, you can add the Move to trash operation to the Asset details page so that users can move assets to trash.

Operation settings

Field	Description
Redirect page	Click + Add and select a redirection page from the list.
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

OneDrive checkout

Applicable to: assets

Use this operation to upload a checked-out file to OneDrive. The asset is locked in Content Hub until the file is checked back in.

OneDrive download

Applicable to: assets

Use this operation to download files from Content Hub to OneDrive. Files are not tracked and assets remain unlocked.

Overwrite values

Applicable to: content

Use this operation to specify how the values of a variant or a draft are created and which fields are overwritten. You can, for example, add the Overwrite values operation to the Content details page so users can select a new campaign to overwrite the current selection.

Operation settings

Field	Description
Copy profile	Select a suitable copy profile using the list provided. Options available are: - Drafts - Localizations - Drafts saved as new entities - Variants saved as new entities - Drafts merged with original
Fields	Select the fields to include in the new entity. Mandatory fields on the original entity are also mandatory when creating variants.
Required	Select the check box next to a field if it is mandatory.
Window type	The size of the modal for the Add to entity operation. Options are: - Small modal - Medium modal - Large modal - Extra large modal - Drawer
Redirection	Specify the redirection behavior. Options are: - None displays a success message. - Manual displays a success message with the option to redirect users to the specified page. - Automatic redirects users to the specified page.

Preview

Applicable to: assets

Use this operation to view entity details without leaving the Search page or losing the search progress. You can, for example, add the Preview operation to the Asset details page so users can display an inline preview of an asset.

Operation settings

Field	Description
Disable deep zoom	Turn on the switch to disable the deep zoom feature in resulting previews.

Public links

Applicable to: assets

Use this operation to share assets with external people who do not have permission to download the assets. This functionality provides an unsigned public link to any pre-generated file rendition of an asset. Content Hub can auto-generate a publicly accessible link to all the existing renditions of an asset.

Important

To create public links, you must have the appropriate user group permissions.

Operation settings

Field	Description
Disable deep zoom	Turn on the switch to disable the deep zoom feature in resulting previews.

Publish entities to delivery platform

Applicable to: assets, collections, content, print, products, projects

Use this operation to publish an entity definition or publish entity definition members.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Refresh renditions

Applicable to: assets

Use this operation to perform a mass refresh of the renditions for an entity.

Operation settings

Field	Description
Page	Page to be used when refreshing renditions. By default, the RefreshRenditionsMassEdit page is used.

Reject

Applicable to: assets

Use this operation to reject an asset awaiting review, reverting the asset's status to Created and preventing it from being Approved until someone makes the necessary changes and resubmits it for another review. For example, you can add the Reject operation to the Selection component on the Review page so that users can reject an asset and send it back for a rework.

Remove from collection

Applicable to: assets, collections, content

Use this operation to remove one or more entities from a collection. You can, for example, add the Remove from collection operation to the Selection component on the Collection page so users can remove entities from a collection.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Remove from saved selection

Applicable to: assets, collections, content

Use this operation to remove entities from a saved selection. You can, for example, add the Remove from saved selection operation to the Asset details page so that users can remove assets from a saved selection.

Remove label

Applicable to: content

Use this operation to remove labels from a selection of project content.

Operation settings

Field	Description
Relation	List of available relations: Assets (BlockCollectionToAsset) Fragments (BlockCollectionToAsset) Items (BlockCollectionToBlock).
Collection type	To remove labels from a specific collection type, enter the type of collection (for example, campaign, product, or event).

Request download

Applicable to: assets

Use this operation to submit a request to download an asset, which involves specifying when and how the asset will be used in accordance with digital rights management. For example, you can add the Request download operation to the Selection component on the Assets page so that users can request to download assets.

Operation settings

Field	Description
Page	Page to be used when requesting the download. By default, the DRMRestrictedOrderCreation page is used.

Restore

Applicable to: assets

Use this operation to restore an asset from the My trash page.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Save

Applicable to: assets, collections, content, print, product, projects

Use this operation to save changes made to entities.

Operation settings

Field	Description
goBack	Turn on the switch to enable auto-navigation to the previous page when the entity is saved.

Save as new

Applicable to: content

Use this operation to save an entity as a new version. You can, for example, add the Save as new operation to the Content details page so users can save drafts as new versions of their content.

Operation settings

Field	Description
Copy profile	Select a suitable copy profile using the list provided. Options available are: Drafts Localizations Drafts saved as new entities Variants saved as new entities Drafts merged with original
Fields	Select the fields to include in the new entity. Mandatory fields on the original entity are also mandatory when creating variants.
Show values	Turn on the switch to make the operation and copy profiles visible.
Window type	The size of the modal for the Add to entity operation. Options are: Small modal Medium modal Large modal Extra large modal Drawer

Send to content

Applicable to: assets

Use this operation to send assets to the Sitecore Digital Asset Management (DAM) system. They are given a status of Created using the status identifier M.Final.LifeCycle.Status.Created. You can, for example, add the Send to content operation to the Project content page so that when users upload a file and click Send to content, the project content changes into a DAM asset, and its status changes to Created.

Note

The file remains available in the project.

Operation settings

Field	Description
Status identifier	`M.Final.LifeCycle.Status.Created`
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Applicable to: assets

Use this operation to send an email with links to a selection of assets. In this way, you can share multiple assets with multiple recipients at the same time. You can, for example, add the Share via email operation to the Asset details page so users can send links to various assets to others by email.

Note

To use the Share via email operation, you must have the ShareViaEmail permission. DownloadOriginal and Order permissions are not mandatory in this case. To learn more about permissions, see User group policies.

State flow transitions

Applicable to: assets, collections, content, print, products, projects

Use this operation to display the status of an entity that is in a state flow. You can, for example, add the State flow transitions operation to the Content details page so users can see the status of the content. You can configure this operation to either display every state flow linked to the entity, or display a single specific state flow.

Operation settings

Field	Description
Display options	Specify which state flows are displayed: All state flows - displays all state flows linked to the target entity. Single state flow - displays only the selected state flow. Click + Add to select a state flow (Ideation, CMP, and so on).

Submit for approval

Applicable to: assets

Use this operation to send an asset for approval.

Note

For more information, see Adobe InDesign.

Operation settings

Field	Description
Status identifier	M.Final.LifeCycle.Status.Created
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Submit

Applicable to: content

Use this operation to submit an entity for approval. For example, submitting a draft for approval or submitting a content idea for approval.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Toggle switch

Applicable to: assets, collections, content, print, products, projects

Use this operation to add a toggle switch to a particular field.

Operation settings

Field	Description
Field	Specify the name of the field to which to add a toggle switch.

Unarchive

Applicable to: assets

Use this operation to restore archived entities.

Operation settings

Field	Description
Redirect page	Click + Add and select a page from the list to which users are redirected after the entity is restored.
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Unlink

Applicable to: assets

Use this operation to unlink an entity from another entity, for example, unlinking an asset from a usage right.

Operation settings

Field	Description
Relations	The member relations to be unlinked.
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Unlock

Applicable to: assets

Use this operation to unlock assets that have been locked. Assets are locked when checked out to OneDrive or when you create a draft. They stay locked until a reviewer approves or discards the draft or the asset is checked in.

Warning

Use this operation only if the normal flow of unlocking an asset with a check in from OneDrive or by approving a draft does not work. When you unlock assets with this operation, the draft or OneDrive flow no longer works.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Unpublish entities from delivery platform

Applicable to: assets, collections, content, print, products, projects

Use this operation to unpublish entity definitions or unpublish entity definition members from the delivery platform.

Operation settings

Field	Description
Confirmation dialog	Turn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Upload

Applicable to: assets

Use this operation to upload files to an entity, for example, to upload assets or to upload a new version of an asset.

Operation settings

Field	Description
Disable multiple file uploads	Turn on the switch to disable multiple file uploads.

Usage

Applicable to: assets

Use this operation to track the usage and the impact of published entities.

Operation settings

Field	Description
Page name	The page that shows the usage of the entity.
Window type	The size of the modal for the Add to entity operation. Options are: Small modal, Medium modal, Large modal, Extra large modal, Drawer.

User access

Applicable to: collections

Use this operation to define access to a content collection.

Use direct link

Applicable to: assets

Use this operation to access the direct or gateway link to an asset.

You can enable the following renditions in the media processing flow:

Big thumbnail (chili_bigthumbnail)
Chili Lowres PDF (chili_pdf_lowres)
Chili PDF (chili_pdf)
Portal large (portal_large)
Order (property:MainFile)
Metadata (metadata)
PDF (pdf)
Vision analysis (vision_analysis)
Print massive (print_massive)
Extracted content (txt)
Portal massive (portal_massive)
MP3 (mp3)
WEBM (webm)
Storyboard (storyboard)
Vision ready (vision_ready)
Portal medium (portal_medium)
Vision OCR (vision_ocr)
mp4
Video analysis metadata (videoai_metadataVideoIndexer)
Video analysis storyboard keyframe (videoai_storyboardKeyframesVideoIndexer)
Video analysis storyboard faces (videoai_storyboardFaceVideoIndexer)
webvtt (webvtt)

Operation settings

Field	Description
Rendition	Select the rendition to be accessed using a link.

Variants

Applicable to: content

Use this operation to display the variants of an entity.

Operation settings

Field	Description
Page name	The variant page for the entity.
Window type	The size of the modal for the Add to entity operation. Options are: Small modal, Medium modal, Large modal, Extra large modal, Drawer.

Version history

Applicable to: content

Use this operation to view the changes over time to all versions of a content item.

View ancestor details page

Applicable to: content

Use this operation to view the detail page of the content's ancestor.

Operation settings

Field	Description
Page name	Click + Add to add a redirection page, which users are taken to when viewing the ancestor detail page.
Relation	List of available relations.

View detail page

Applicable to: assets, collections, content, print, products, projects

Use this operation to open the details page of an entity.

Note

This operation is not available if the selected rendition does not exist for the asset. If no rendition is selected, the operation is always visible.

Operation settings

Field	Description
Link	The details page to link to the operation.
Open in new window	Turn on the switch to open the details page in a new window.

View details

Applicable to: assets, collections, content, print, products, projects

Use this operation to view related details of an entity in a new window.

Note

This operation is not available if the selected rendition does not exist for the asset. If no rendition is selected, the operation is always visible.

Operation settings

Field	Description
Page name	The page containing the details to view.
Window type	The size of the modal for the View detail operation. Options are: Small modal, Medium modal, Large modal, Extra large modal, Drawer.
Disable force refresh	Turn on the switch to disable the force refresh of the details.
Rendition	Select the rendition to display (Thumbnail, Preview, Original, and so on).

View draft

Applicable to: content

Use this operation to view the draft or variant created from an original entity.

Operation settings

Field	Description
Relation	Select the relations for the page (for example, Draft(ContentToContentDraft), Locale (LocalizationToContent)).
Navigate to	Select parent or child to navigate between the selected relation (for example, to go between the draft and the original).
Detail page	Select the detail page to be used when viewing the draft.

View original

Applicable to: content

Use this operation to view the original content used to create a draft or variant.

Operation settings

Field	Description
Relation	Select the relations for the page (for example, `Draft(ContentToContentDraft)`, Locale (`LocalizationToContent`) ).
Navigate to	Select parent or child to navigate between the selected relation (for example, to go between the draft and the original).

Applicable to: assets, collections, content, print, products, projects

Use this operation to view related entities and navigate to a specific related entity with a single click. An entity relation links to the related entity resources. For example, you can add this operation to an Entity operations component on the Content details page to see related campaigns where the relation is CampaignToContent and the details page is ContentCampaignDetail.

Operation settings

Field	Description
Relation	Select the relations for the page (for example, Draft(ContentToContentDraft), Locale (LocalizationToContent)).
Navigate to	Select parent or child to navigate between the selected relation (for example, to go between a localized version and the original).

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Operations

Add label

Operation settings

Add to entity

Operation settings

Add to saved selection

Annotate

API keys

Operation settings

Approve

Operation settings

Archive

Operation settings

Assign state flows

Attach to campaign

Check in

Operation settings

Check out

Operation settings

Create draft

Operation settings

Create variant

Operation settings

Delete

Operation settings

Detach from original

Operation settings

Direct publish

Operation settings

Discard checkout

Download

Operation settings

Duplicate

Operation settings

Edit

Operation settings

Edit in table

Operation settings

External actions

Operation settings

Find duplicate files

Check an asset’s Digest value

Generate PDF

Operation settings

Move to trash

Operation settings

OneDrive checkout

OneDrive download

Overwrite values

Operation settings

Preview

Operation settings

Public links

Operation settings

Publish entities to delivery platform

Operation settings

Refresh renditions

Operation settings

Reject

Remove from collection

Operation settings

Remove from saved selection

Remove label

Operation settings

Request download

Operation settings

Restore

Operation settings

Save

Operation settings

Save as new

Operation settings

Send to content

Operation settings

Share via email

State flow transitions

Operation settings

Submit for approval

Operation settings

Submit