1. Pages

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. Visibility conditions are not supported for datetime offset, JSON, and system properties (for example, created by, created on, , modified by, and modified on). To see system properties for an entity, go to the Entities page, click an entity definition and, next to an entity, click Details. On the Entity detail page, in the left pane, click Technical to display the system properties.
  • 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
FieldDescription
RelationList of available relations:

  • Assets (BlockCollectionToAsset)
  • Fragments (BlockCollectionToFragment)
  • Items (BlockCollectionToBlock)
  • Resources (BlockCollectionToResource)
Collection typeTo 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. This results in a simple, flat list, similar to a standard relation editor. Unlike the Link items operation, you can't change how items are displayed and can't apply filters.

Operation settings
FieldDescription
RelationThe relation member of the parent entity. For example, a relation between assets and the product entity is Products (PCMProductToAsset).
Creation pageThe page used to create a parent entity. The entity is added to this page if none of the existing parent entities are suitable.
Window typeThe size of the modal for the Creation page. Options are:

  • Small modal
  • Medium modal
  • Large modal
  • Extra large modal
  • Drawer
RedirectionThe 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.
ActionGives 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. You can also add the Annotate operation to a Search component, which lets you open an Annotate overlay directly from the search results.

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
FieldDescription
Window typeThe 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 jobs and content state flows. You can, for example, add the Approve operation to the Selection component on the Review page.

Operation settings
FieldDescription
Confirmation dialogTurn on the switch to display a confirmation dialog where users can confirm that they want to execute the operation.

Archive

Applicable to: assets

Use this operation to move entities in a state flow to the Archived assets page. This lets you move assets from the Approved status to the Archived status. You can, for example, add the Archive operation to the Asset details page so that users can archive assets they no longer need.

Operation settings
FieldDescription
Redirect pageClick + Add and select a redirection page from the list.
Confirmation dialogTurn 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.

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
FieldDescription
DestinationThe 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
FieldDescription
Confirmation dialogTurn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Compare

Applicable to: assets (M.File entities)

Use this operation to see a side-by-side comparison of different versions of an asset to easily review changes and annotations. This operation only shows if the asset has more than one version.

Operation settings
FieldDescription
Redirect pageDefines the page the user is redirected to when clicking Compare:

  • If you leave the default value, clicking Compare will redirect you to the standard Compare versions page.
  • If you search for or manually enter a user-specific page, clicking Compare will redirect you to that page.

Copy from entity

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

Use this operation to copy member values from the selected entity to the mass edit entity. This operation is available on new mass edit pages.

Operation settings
FieldDescription
Nested search componentDefines the nested search component that must be available on the same page as the Entity operations component to use this operation for mass edits. The nested search component adds the option to copy values from another entity so users don't have to fill in every field from scratch.

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
FieldDescription
Copy profileSelect a suitable copy profile using the list provided. Options are:

  • Drafts.
  • Localizations.
  • Drafts saved as new entities.
  • Variants saved as new entities.
  • Drafts merged with original.
State flowsSelect a suitable state flow using the list provided.
RedirectionSpecify 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
FieldDescription
Copy profileSelect a suitable copy profile using the list provided. Options are:

  • Drafts.
  • Localizations.
  • Drafts saved as new entities.
  • Variants saved as new entities.
  • Drafts merged with original.
FieldsSelect the fields to include in the new entity. Mandatory fields on the original entity are also mandatory when creating variants.
RequiredSelect the check box next to a field if it is mandatory.
Window typeThe size of the modal for the Add to entity operation. Options are:

  • Small modal
  • Medium modal
  • Large modal
  • Extra large modal
  • Drawer
RedirectionSpecify 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 statusRedirection page
Created/pages/{uiCulture}/Create
UnderReview/pages/{uiCulture}/WaitingRoom
Approved/pages/{uiCulture}/Assets
Archived/pages/{uiCulture}/ArchivedAssetsOverview
Operation settings
FieldDescription
Confirmation dialogTurn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.
RedirectionSpecify 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
FieldDescription
Copy profileSelect a suitable copy profile using the list provided. Options are:

  • Drafts.
  • Localizations.
  • Drafts saved as new entities.
  • Variants saved as new entities.
  • Drafts merged with original.
FieldsSelect 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 typeThe 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
FieldDescription
Redirect pageAfter users perform the operation, you can automatically redirect them to one of your pages. Use this field to select one of the following options:

  • Page - users are redirected to the specified page. Either enter the page's name manually or click and choose it from a list.
  • None - users remain on the current page.
Confirmation dialogTurn on the switch to display a confirmation dialog 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.

Note

If an asset is archived, it will no longer be available for download.

Operation settings
FieldDescription
RenditionSelect the rendition to download (Thumbnail, Preview, Original, and so on).
All download optionsTurn on the switch to display all renditions of the entity.
Request downloadTurn 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 downloadTurn 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.
Confirm downloadTurn on the switch to enable a configurable asset download confirmation dialog. This dialog can display, for example, usage rights or terms and conditions. You can select different dialog sizes:

  • Small
  • Medium
  • Large
  • Extra-large

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
FieldDescription
RenditionSelect the rendition to duplicate (Thumbnail, Preview, Original, and so on).
Page nameClick + 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
FieldDescription
Page nameThe 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
FieldDescription
PageClick Add to select a page to be used when editing multiple entities in a table. The AssetMassEditTable page is used by default.

Edit template

Applicable to: asset templates

Use this operation to edit an asset template.

Operation settings
FieldDescription
Page nameClick Add to select a page to be used when editing asset templates.
Window typeSelect the type of modal or drawer you want to use when editing an asset template.

External actions

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

Use this operation to execute one or more preconfigured actions.

Operation settings
FieldDescription
ActionsClick + Add to select an action. You can click Manage actions to open a dialog that lets you search, edit, or delete actions, as well as create new ones. If you want the external action button to be disabled after a user clicks it, turn on the Disable button after click switch. This prevents the user from clicking the button multiple times and is useful if you only want a script to run once, for example. Refreshing the page will re-enable the button, letting the user click it again.
PropertiesThe properties to include in the external actions.
RelationsThe relations to be part of the external actions.
Confirmation dialogAdd a confirmation dialog to the action you configured.
Custom notification messageTo customize the notification message that displays when the external action is started, from the drop-down list, select Custom. Click Add translation and, in the Add translation dialog, in the Message field next to a language, enter the text for the notification message. Click:

  • Use existing translations - to use the default text.
  • en-US only - to use a message in American English.
  • All languages - to define a notification message for each defined language.
Note

The properties define which fields are included in the outbound payload, while relations determine which related entities are included. During the execution of the action script, the script has full access to all the entities involved

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 other version of any asset, including the same asset. This means that when you upload a new version of an existing asset and the new file is unique to that asset, it's not considered a duplicate, even if it was one before. However, if any version of an asset shares the same file, including other versions of the same asset, that asset will be flagged as a duplicate. The Find duplicate files operation can be used for any asset or file identified 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

To check the Digest value of an asset:

  1. Click Manage .
  2. On the Manage page, click Entities.
  3. On the Entities page, select M.Asset.
  4. On the Asset entities page, next to the desired asset, click View detail.
  5. On the Entity detail page, click System.
  6. In the System pane, click the link next to the Master file relation.
  7. On the Entity detail page, look for Digest.

Generate PDF

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

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

Operation settings
FieldDescription
ActionsSelect a print entity generation action.
High-resolutionTurn on the switch if you want the resulting PDFs to be of high resolution.

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 Link items operation to the Asset details page so users can add an asset to a product. Unlike the Add to entity operation, this offers more advanced options via its nested Search and Creation components, letting you apply filters, change how items appear, and create items directly from the Link items dialog.

Note

This operation can link up to 2000 items from parent to child or from child to parent.

Operation settings
FieldDescription
RelationThe relation member of the parent entity. For example, a relation between assets and the product entity is Products (PCMProductToAsset). Mandatory.
Nested search componentA nested Search component created previously. Mandatory.
Window typeThe size of the modal for the Creation page. Options are:

  • Small modal
  • Medium modal
  • Large modal
  • Extra large modal
  • Drawer
RedirectionsThe 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.
ActionGives access to a list of the available actions.
User needs read + update permissions onThe entity definition the user must have Read and Update permissions for in order to create the link.
Nested creation componentA nested Creation component created previously. This lets you create entities to link to on the fly.

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
FieldDescription
Redirect pageClick + Add and select a redirection page from the list.
Confirmation dialogTurn 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
FieldDescription
Copy profileSelect a suitable copy profile using the list provided. Options are:

  • Drafts.
  • Localizations.
  • Drafts saved as new entities.
  • Variants saved as new entities.
  • Drafts merged with original.
FieldsSelect the fields to include in the new entity. Mandatory fields on the original entity are also mandatory when creating variants.
RequiredSelect the check box next to a field if it is mandatory.
Window typeThe size of the modal for the Add to entity operation. Options are:

  • Small modal
  • Medium modal
  • Large modal
  • Extra large modal
  • Drawer
RedirectionSpecify 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
FieldDescription
Disable deep zoomTurn on the switch to disable the deep zoom feature in resulting previews.

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
FieldDescription
Disable deep zoomTurn 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
FieldDescription
Confirmation dialogTurn 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
FieldDescription
PagePage 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
FieldDescription
Confirmation dialogTurn 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
FieldDescription
RelationList of available relations:

  • Assets (BlockCollectionToAsset)
  • Fragments (BlockCollectionToAsset)
  • Items (BlockCollectionToBlock).
Collection typeTo 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
FieldDescription
PagePage 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
FieldDescription
Confirmation dialogTurn 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
FieldDescription
goBackTurn 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
FieldDescription
Copy profileSelect 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
FieldsSelect the fields to include in the new entity. Mandatory fields on the original entity are also mandatory when creating variants.
Show valuesTurn on the switch to make the operation and copy profiles visible.
Window typeThe 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 Sitecore Content Hub. 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 an asset, and its status changes to Created.

Note

The file remains available in the project.

Operation settings
FieldDescription
Status identifierM.Final.LifeCycle.Status.Created
Confirmation dialogTurn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Set as master

Applicable to: assets

Use this operation to set a specific rendition of an asset to be the master asset. This operation returns a secure URL as a preview rendition. It can be used when there is a relation defined (such as to M.Asset) and the Is rendition relation switch is turned on.

The Set as master operation copies the ID of a selected asset into the relation member where the Is rendition relation switch is turned on. Only one value in an Is rendition relation to M.Asset is kept because it is intended to store the ID of a single cover image. Set the cardinality on this relation to ManyToMany so that other entities of the same definition can share the asset as a cover image.

Note

The Set as master operation removes any previous asset IDs in the member designated as Is rendition relation when the user sets an asset to be an entity’s cover image.

Set focal point

Applicable to: assets

Use this operation to select a focal point on an image by moving a cursor over it. Once selected, the focal point coordinates are saved and persisted on the asset entity. These coordinates can be utilized later for cropping in public links or custom downloads. After saving the focal point, a popup notification prompts you to update asset public links that utilize focal point cropping with the newly selected focal point.

Note

The Set focal point operation is only available for images.

Share via email

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
FieldDescription
Display optionsSpecify 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
FieldDescription
Status identifierM.Final.LifeCycle.Status.Created
Redirect pageAfter users perform the operation, you can automatically redirect them to one of your pages. Use this field to select one of the following options:

  • Page - users are redirected to the specified page. Either enter the page's name manually or click and choose it from a list.
  • None - users remain on the current page.
Confirmation dialogTurn 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
FieldDescription
Confirmation dialogTurn on the switch to display a confirmation dialog box where users can confirm that they want to execute the operation.

Toggle resolve annotation

Applicable to: assets, annotations

Use this operation to resolve or unresolve annotations to an entity as part of a review process. Once resolved, the annotation and its comments are hidden by default to help reviewers focus on open items.

Note

Only annotations can be marked as resolved—not individual comments.

Toggle switch

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

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

Operation settings
FieldDescription
FieldSpecify 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
FieldDescription
Redirect pageClick + Add and select a page from the list to which users are redirected after the entity is restored.
Confirmation dialogTurn 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 unlink an entity from another entity, for example, unlinking an asset from a usage right.

Note

To unlink entities when using a Selection component, you must have Update permissions on all selected entities.

Operation settings
FieldDescription
RelationsThe member relations to be unlinked. Mandatory.
Nested search componentOnly appears if you configure a nested Search component on the page.

On the entity page, clicking the Unlink button opens a dialog that lets you unlink items you selected in your nested Search component.
Confirmation dialogTurn 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
FieldDescription
Confirmation dialogTurn 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
FieldDescription
Confirmation dialogTurn 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
FieldDescription
Disable multiple file uploadsTurn 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
FieldDescription
Page nameThe page that shows the usage of the entity.
Window typeThe 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 content collections and projects.

Operation settings
FieldDescription
enableSetSecurityInheritanceTurn on the switch to let a project inherit its parent's security settings. This only applies to Pages > Block (item) detail pages > Default.

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
FieldDescription
RenditionSelect the rendition to be accessed using a link.

Variants

Applicable to: content

Use this operation to display the variants of an entity.

Operation settings
FieldDescription
Page nameThe variant page for the entity.
Window typeThe 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
FieldDescription
Page nameClick + Add to add a redirection page, which users are taken to when viewing the ancestor detail page.
RelationList 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
FieldDescription
LinkThe details page to link to the operation.
Open in new windowTurn 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
FieldDescription
Page nameThe page containing the details to view.
Window typeThe size of the modal for the View detail operation. Options are:

  • Small modal
  • Medium modal
  • Large modal
  • Extra large modal
  • Drawer
Disable force refreshTurn on the switch to disable the force refresh of the details.
RenditionSelect 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
FieldDescription
RelationSelect the relations for the page (for example, Draft(ContentToContentDraft), Locale (LocalizationToContent)).
Navigate toSelect parent or child to navigate between the selected relation (for example, to go between the draft and the original).
Detail pageSelect 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
FieldDescription
RelationSelect the relations for the page (for example, Draft(ContentToContentDraft), Locale (LocalizationToContent) ).
Navigate toSelect 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
FieldDescription
RelationSelect the relations for the page (for example, Draft(ContentToContentDraft), Locale (LocalizationToContent)).
Navigate toSelect parent or child to navigate between the selected relation (for example, to go between a localized version and the original).
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