Publishing Process

Once a page has been authored and formatted, ready for publication. Depending on authoring permissions, you may either publish directly to the live site, or may initiate a publication workflow for approval.

It is recommended to check off the below steps before publishing both new and updated content. 

• Images: Do all images have alt text, either added through the Image component or referenced from the Assets folder?
• Content Fragments: If Content Fragments are referenced on the page, have they been published through the Content Fragments folder?
  • If using a time-specific Content Fragment (ex. In-Page Alerts or Global Alerts), make sure the start and end time are set correctly.
• Experience Fragments: If Experience Fragments are referenced on the page, have they been published through the Experience Fragments folder?
• Page Properties: Has the page been tagged correctly in Page Properties?
  • Key items to look out for:
    • Basic tab
      • Title field: Should be less than 80 characters
      • Navigation Title field: Only use if Title is shorter than needed. May be any length. This title will appear in the Breadcrumb and in Search Results.
      • Hide in Navigation checkbox: Check off if the page should be hidden from Side Navigation and Breadcrumb.
    • CoPA tab
      • Date of Press Release date picker: Select the date to appear in the Hero. Should only be used for Agency News Articles, and will ensure that the press releases appear properly in Search Results.
• Publish to Preview review: Does the new content display correctly on a Preview link?
  • A Preview link may be generated by using the Publish to Preview workflow option. Any author may use this workflow – no approvals are required.
  • From the Page Information Menu, select Start Workflow, then Select a Workflow Model, then Publish to Preview.
  • Unlike View as Published mode, Publish to Preview generates a separate link. View as Published is more useful while still working on the page; Publish to Preview is more useful once the page is complete. Both can be accessed from the Page Information Menu.
    • While editing, using View as Published is recommended over standard Preview mode, as it displays the page the way an end user would see it.
• Accessibility review: Does the new content pass an accessibility scan? Conduct the scan while on the Preview link.
  • CoPA’s Accessibility team recommends conducting a scan through Level Access’ Access Assistant plugin tool.
  • Reference the Accessibility Best Practices page for tips and resources.
  • Contact the Accessibility team with any direct questions.

Once a page is reviewed, it is ready for publication. Some authors can publish directly, others must use workflows.

• Users in the xyz Owners and xyz Comms Directors user groups may publish directly. They should select the "Publish Page" option from the Page Information Menu.
• Users in the xyz Authors user groups must use workflows. They should select the "Start a Worfklow" option from the Page Information Menu.