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Advanced features

CMS

CMS: Adding a Dynamic Page for Managing Items on Your Live Site


Add a pre-built dynamic page to your site that lets collaborators or site members manage CMS collection content directly from your live site. This Manage Item page includes a version for each collection item, each with its own dynamic URL. Visitors select the item they want to manage using a dropdown input, which navigates them to the relevant page version. From there, they can use input elements and buttons connected to dataset actions to add, edit, or delete content.


You can control which roles have access to this page, including specific collaborator roles, and tailor their permissions to view, add, update, or delete collection items. This allows you to customize access levels to suit your site’s needs and ensure that sensitive collection data is handled only by trusted individuals. Just like any dynamic page, this page can be customized to fit your site’s design and functionality.


Additionally, you can choose to only allow certain site members to access the page itself from permissions in the page settings. This lets you restrict access to all site members, specific member roles, or members with pricing plan subscriptions.


Screenshot of what the dynamic Manage Item page looks like on a live site.

Important:




How the dynamic Manage Item page works


View details about how this dynamic Manage Item page is set up and used below.


Screenshot showing the datasets that connect to the input elements on the page.


Input elements let users select and edit collection items


The dynamic Manage Item page uses a dynamic URL that changes depending on which collection item is selected on the page. The page includes input elements that are pre-connected to each of the collection's supported fields. Authorized site members and collaborators can use these input elements to update the field values of the selected collection item.


When you create a dynamic Manage Item page, the following supported collection field types automatically connect to input elements on the page: Text, Number, URL, Boolean, Date, Time, Image, Rich Text, Address


Screenshot of a text input element that connects to a 'Text' field type in a CMS collection.


How authorized site viewers use this Manage Item page


On your live site's Manage Item page, visitors first choose which collection item they want to edit from the dropdown input element at the top. This dropdown input connects to a 'Read' mode dataset named 'Filter', and is set to filter the dataset by whichever item the visitor selects.


The site visitor then clicks the 'Go' button, which connects to the same 'Filter' dataset. The 'Go' button has a click action that takes visitors to the selected item's version of the page. As a result, the URL ending of the page changes to reflect the selected item and the inputs display the item's existing field values.


Screenshot of selecting an item from a dropdown input element on a live site.

The visitor can now begin editing the item's existing field values displayed in the input elements. The updated values do not save to the collection until the visitor clicks the 'Save' button.


Visitors can choose from the following interactive buttons at the bottom of the page:


  • Save: The 'Save' button causes the input elements to update the existing collection item's field values. After updating the values in the input elements, users must click the 'Save' button to submit these changes and update the selected item. This button connects to the dataset's 'Submit' click action.

  • Delete: The 'Delete' button completely removes the item and its field values from the collection. This button connects to the dataset's 'Delete' click action.

  • Undo Changes: The 'Undo Changes' button reverts the input elements in case the user made changes to them but hasn't submitted the changes. This button connects to the dataset's 'Revert' click action.

  • Previous / Next: The 'Previous' and 'Next' buttons load the previous or next item's unique version of the page. This lets visitors cycle through each collection item that is read by the dataset. These buttons connect to the dataset's 'Previous / Next dynamic page' click action.


Screenshot of the interactive buttons that are preconnected to the page's CMS collection.

Dynamic Manage Item pages are configured to update existing collection items:


The Manage Item page is set up to allow visitors to update existing collection items. If you want them to add new items to your collection from this page, you can add a 'New' button and connect it to the same dataset as your input elements. Alternatively, you could connect input elements and a 'Submit' button to a separate 'Write' mode dataset that connects to your collection. Visitors can also use the Data API to add items as long as the collection permissions allow 'Add' access.



Permissions in the collection


By default, collection permissions are set to 'Show content'. This means that only site owners and CMS admin collaborators can use the inputs to update the collection items. To allow other people to interact with this page, adjust the collection's permissions to specify who can view, add, update, and delete content.


If you want to control the access level of specific collaborator roles more precisely, you can use the 'Advanced' permissions settings. Advanced permissions are particularly useful for managing sensitive information, such as user submissions. By limiting access, you simplify the collaborator's navigation and ensure only relevant collections are visible to them.


In the 'Advanced' permissions table, assign permissions for each collaborator role. Uncheck the 'View' permission for roles you want to restrict from accessing the collection. You can also adjust access levels by selecting or deselecting the 'Add', 'Update', and 'Delete' checkboxes.

  1. Go to CMS in your site's dashboard. Alternatively, you can click CMS

    CMS: Adding a Dynamic Page for Managing Items on Your Live Site

    in your editor, then click Your Collections.

  2. Hover over the relevant collection, click the More Actions icon

    CMS: Adding a Dynamic Page for Managing Items on Your Live Site

    and select Permissions & privacy.

  3. Click Advanced.

  4. (Optional) Set permissions for specific collaborator roles:

    Note: By default, all collaborators with CMS access roles share the same permissions unless you create permissions for specific collaborator roles.

    1. Click + Set permissions for specific roles.

    2. Click the checkbox next to each collaborator role that you want to set specific permissions for. Only roles that allow for CMS access are available. Click Roles & Permissions at the bottom if you need to create or modify any collaborator roles.

    3. Click Done.

      CMS: Adding a Dynamic Page for Managing Items on Your Live Site
  5. Click the relevant checkboxes next to each role to choose whether users with the role can view, add, update, or delete collection items. Set permissions for your specific collaborator role(s). For example, uncheck the View permission next to the roles that you want to hide the collection from. You can select or deselect the Add, Update, and Delete checkboxes to further adjust the access levels of your collaborators.

    CMS: Adding a Dynamic Page for Managing Items on Your Live Site


Permissions in the page settings


By default, the Manage Item page's permissions are set to "Members only - All members", which also grants page access to site collaborators. You can fine-tune the permissions page settings if needed. For example, you could set the page permissions to "Members only - Specific members", then allow access to members with specific member roles or members who purchased a pricing plan.


Learn more about restricting pages to specific types of members.


Screenshot of restricting a page's access to specific types of site members.


Adding and setting up the dynamic Manage Item page


In your editor, add a dynamic page for the relevant collection and choose the Manage item page option. Adjust your collection's permissions and set the page permissions to limit access to collaborators or members with specific roles.


To add and set up a dynamic page for managing content:


  1. Go to your editor.

    Note: This feature is available in the Studio Editor only.

  2. Click CMS

    CMS: Adding a Dynamic Page for Managing Items on Your Live Site

    on the left side of the editor.

  3. Click Your Collections.

  4. Hover over the relevant collection and click the More Actions icon

    CMS: Adding a Dynamic Page for Managing Items on Your Live Site

    .

  5. Select Add dynamic page.


A screenshot of adding a dynamic page in the Studio Editor.

  1. Select Manage item page and click Add to Site.


Screenshot of selecting the dynamic page for managing content.

  1. Click Create Page.

  2. Modify the collection permissions:

    1. Click Go to permissions in the banner at the bottom of the editor to edit the collection permissions.

      Tip: If the banner disappears before you click it, follow the steps below to go to your collection permissions:

      1. Click CMS

        CMS: Adding a Dynamic Page for Managing Items on Your Live Site

        on the left, then click Your Collections.

      2. Hover over the relevant collection, click the More Actions icon

        CMS: Adding a Dynamic Page for Managing Items on Your Live Site

        and select Permissions & privacy.

    2. Choose which permissions you want the collection to have:

      Tip: We recommend choosing Advanced for the most control over who can view, add, update, and delete collection items.

      • Show content: Allow everyone or only site members to view the collection content on your live site. Admins and collaborators with CMS access always have full access to view, add, update, or delete collection items.

      • Collect content: Allow everyone or only site members to add new items to the collection from your live site. Also, specify who can view the content. Admins and collaborators with CMS access always have full access to view, add, update, or delete collection items.

      • Advanced: Set custom permissions to control what people with each access level can do with the collection content:

        1. (Optional) Set permissions for specific collaborator roles:

          Note: By default, all collaborators with CMS access roles share the same permissions unless you create permissions for specific collaborator roles.

        2. Click + Set permissions for specific roles.

        3. Click the checkbox next to each collaborator role that you want to set specific permissions for. Only roles that allow for CMS access are available. Click Roles & Permissions at the bottom if you need to create or modify any collaborator roles.

        4. Click Done.

        5. Click the relevant checkboxes next to each role to choose whether users with the role can view, add, update, or delete collection items. For example, uncheck the View permission next to any collaborator roles that you want to hide the collection from. You can select or deselect the Add, Update, and Delete checkboxes to further adjust the access levels of your collaborators.

    3. Click Save.


Screenshot of setting up 'Advanced' collection permissions.

  1. Edit the page permissions to determine who has access to your Manage Item page:

    1. Click Pages

      CMS: Adding a Dynamic Page for Managing Items on Your Live Site

      on the left side of the editor.

    2. Hover over your dynamic Manage Item page and click the More Actions icon

      CMS: Adding a Dynamic Page for Managing Items on Your Live Site

      .

      Tip: By default, the page is titled: {Collection Name} (Manage Item)

    3. Select Settings.

    4. Click the Permissions tab at the top.

    5. Select the relevant option(s) under Which members can access this page?.

      Tip: Learn more about restricting pages to specific types of members.

  2. (Optional) Modify any of the input elements or buttons that connect to your dataset and CMS collection:

    1. Click the relevant input element or button and select the Connected to CMS icon

      CMS: Adding a Dynamic Page for Managing Items on Your Live Site

      .

    2. Edit the connections in the Inspector panel on the right. Learn more about connecting elements to a dataset to display collection content.

  3. Customize any other elements on the page you'd like to adjust. For example, you could edit the text near the top that explains to site members how to use the components to edit collection content.

  4. Click the Preview icon

    CMS: Adding a Dynamic Page for Managing Items on Your Live Site

    at the top right to test your Manage Item page in the admin role.

  5. Click Publish when you are ready to make the changes go live.


Screenshot of publishing a site after adjusting the design of the page.

Tip:


Add a link to your new dynamic Manage Item page so visitors with relevant permissions can access it on your live site.


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