Edit Pages

Page builder is currently in limited beta preview.

You can edit custom pages at any time to ensure they continue to fit your organization goals and objectives. This includes renaming pages and adding new subpages.

Edit a Page

To edit a page:

  1. From the left navigation bar, select Learning > Page Builder. The Page Builder page displays.
  2. Locate the set of pages you want to edit and double-click it to open it in Page Builder.
  3. The Page Builder displays with two tabs on the left side:
    • Pages: This tab shows all the pages associated with the template. From the Pages tab, and the three dot menu to the right of each page, you can:
      • Rename a page: Change the name of the page as it displays in the left navigation to learners.
      • Delete a page: Remove the page from the site.
      • Copy link: Get the URL to paste into another website or email notification.
      • Add a subpage: Add a new page to the hierarchy.
      • Select a page to start editing or deleting the existing components.
    • Design: This tab is where you can add new components to the page that is selected.

    From the Pages tab, select the page you want to edit, then select the Design tab so all features are available. The page displays in the Design tab so you can edit it.

  4. Within the Design tab, you customize many things. You can:
  5. As you are editing your page, you can save it at any time. Select Save to save your changes. If you make a mistake you can select the Undo arrow or the Revert button. Revert undoes all changes back to the last time you saved.

    Top bar showing undo, redo, edit, preview, revert, save and publish buttons.

  6. To see how your page will look to learners, select the Preview button.
  7. When all is as you like, you can publish the page so learners can see it. Select Publish. Publishing is not available for the beta program.

Edit components

To edit any component, except the divider:

  1. Select the component from the main window. Icons display across the top of the component.
  2. Select the edit icon. It is the one to the left of the trash can icon. You can also double click within the component to open the editing options. Each component has its own set of data you can edit.

    A block with the menu bar across the top and the edit button highlighted.

  3. The character limit for text boxes is listed in each component inline and may change depending on the column width of the component. To edit a component:

Delete components

  1. Select the component from the main window. Icons display across the top of the component.
  2. Select the trash can icon to delete the entire component and all its contents from your page. The only way to get a deleted component back is to Revert to your previously saved version.

    A block with the menu bar across the top and the delete button highlighted.

Change the Column Width

You can edit most components to fit from one to four column widths wide on your page. This allows you to add variety and dimension and make the page visually appealing. It also helps you to guide your learners to where you need them to go.

To change the width of a component:

  1. Select the component from the main window. Icons display across the top of the component.
  2. Select the Column width drop down.
  3. Select how many columns wide to make the component. Some types of Static cards must be at least 2 column widths wide. Also, the character limits for Heading and paragraph texts in Static cards change based on the column width. If you attempt to decrease your column width and have too much text, you see a prompt explaining that in order to decrease your width, you have to decrease your character count.

    A block with the menu bar across the top and the column width drop down highlighted.

Add a new component

You can add as many components to your page as you want. You can edit the contents of all components after you add them to your page. Use a variety of components to create interest and guide the learner.

There are many types of components to choose from:

  • Text: The basic Text component contains only text, no graphics, hyperlinks, or buttons. Use this component when you want to add a heading or descriptive text to the page.
  • Image: The Image component allows you to add an image to your page. The image can contain a text overlay and be used as a hyperlink. Use this component when you want to add graphical elements to the page. You can also use this component to link to a subpage or another URL.
  • Dividers: Dividers add a visual dividing line to help you create sections to your page. You cannot edit or format the look of dividers.
  • Static: Static cards allow you to add specialty elements to your page that contain a combination of text, images, and buttons. You can add a hyperlink to an image or a button that takes the user to any web page. Use these cards when you want to add variety and dimension to your page. You can also use static cards to link to subpages within your hierarchy. Instead of Static cards, we recommend that you use Dynamic cards when you want to link to content contained in your Percipio site.
  • Dynamic: Dynamic cards allow you to showcase content directly on the page. You can link to Library areas and subjects, channels and journeys, or specific content items. These cards automatically update if the content is updated. This card type is not available for beta limited preview.

To add a component:

  1. From the Pages tab, select the page to which you want to add a component, then select the Design tab so all features are available. The page displays in the Design tab so you can customize it.

  2. Locate the component you want to add from the Design tab, click and drag it to the place within the page you want it to display. If it lands in the wrong place, simply click and drag it to the right place. Other components may shift to accommodate the new component.

  3. Once the component is placed on the page, you can edit its contents or change its column width.

Add a subpage

To add a subpage if you are not already in the Page Builder:

  1. From the left navigation bar, select Learning > Page Builder. The Page Builder page displays.
  2. From the Pages at a glance section at the bottom, select the main page to open it in Page Builder.
  3. From the Pages tab, locate the higher level page and select the three dot menu, then Add subpage.
  4. Enter a unique Page title. The subpage is added below the page selected. Customize it as needed. You can copy its link to add to a Static card on your main page so learners can navigate to the subpage. The hierarchy structure of the subpages displays in the left navigation if you choose to show the main page in the left navigation.

Rename a page

To rename a page if you are not already in the Page Builder:

  1. From the left navigation bar, select Learning > Page Builder. The Page Builder page displays.
  2. From the Pages at a glance section at the bottom, expand the main pages to find the page you want to rename.
  3. Select the main page to open it in Page Builder.
  4. From the Pages tab, locate the page and select the three dot menu, then Rename.
  5. Enter a new name in the Page title line. This is what displays to learners in the left navigation.