Content Management

On the Content Management page, you can view and configure Content Blocks that are injected into Pages. You can also inject a Content Block without assigning it to a Page. Later, you can link it to one or more pages.

There are security requirements for the Content Management page. See Genesis Designer and Content Management.

The Content Management page includes the following panes:

  • On the Content Management pane, you can manage Content Blocks. The navigation tree displays Content Blocks as the top-level items and associated Pages as second-level child items. This view is useful if you want to easily identify Content Blocks to update.

    The Content Management pane displays a toolbar and a navigation tree with Content Blocks and associated Pages.

  • On the right pane, you can select the Designer and Content tabs to view the content.

    • Designer tab: Displays the configuration options for a selected Content Block

      The Designer tab displays the Cube View Comments Content Block with configuration options for the Cube View, filters, buttons, comments, and layouts. Content Block Details are also listed. Save button has a blue background with white text.

      For instructions to configure a Content Block, see the Content Block Guide in the Content Library on the Details page. You can also view and download the guide in OneStream Solution Exchange.

    • Content tab: Displays the selected content

      The Content tab has a grid with financial data and a bar chart.

Use the toolbar on top of the navigation pane to delete and inject Content Blocks.

Color Options pane toolbar is a row of icons. Delete button is a trash bin icon. Inject Content Block button is an icon with two blocks and a plus sign.

Delete a Content Block

To delete a Content Block, select it in the navigation tree and then click the Delete button.

Delete button is a trash bin icon.

If a Content Block is assigned to a Page, it cannot be deleted. Remove the Content Block from each Page, then delete it.

Inject a Content Block

To inject a Content Block without adding it to a Page, follow these steps:

  1. Click the Inject Content Block button.

    Inject Content Block button is an icon with two blocks and a plus sign.

  2. In the Content Library dialog box, click the Add this Content Package Add this Content Package button is a plus sign icon. button next to the Content Block to add it.

    Filter options are listed at the top for library source, category, modality, and availability and a blank field. Then, Content Blocks are listed. On the left is the Add this Content Package button, which is a plus sign icon. To the right is the name of the Content Block, a Details link to click for more information, and a description. In this example, BI Viewer is selected. Cancel button is below and has a white background with blue text.

    Items that are not available have a lock The lock icon is a gray padlock. icon. Contact the appropriate sales representative for pricing of these items.

    TIP: Use the Filter (Contains) field and the Library Source, Category, Modality, and Availability drop-down menus to filter for a Content Block.

    TIP: Click Details for more information about the Content Block.

Content Blocks are configured on the Designer tab. For instructions, see the Content Block Guide in the Content Library on the Details page.

To link a Content Block that was created on Content Management to a Page, follow the steps to link existing content from a dashboard. See Link Existing Content from a Dashboard.

TIP: On the Content Management page, the navigation tree uses the following naming convention: XLI_Page_{ContentBlockname}_{auto-increment}. On the Navigation page, the navigation tree uses the following naming convention: XLI_C_{ContentBlockname}_{auto-increment}_(Main). When linking an existing Content Block, be aware of the different naming conventions to identify the correct item.