Admin Shared Features¶

Step-by-Step¶

To bulk edit:

1 From the Browse All screen (or from the Event List screen for events), click on the “Bulk Edit” link in the top left next to “Show Hidden”.

2 Choose the items that you want to apply the action to -- you can click to select specific items, or select all items visible on the screen.

3 Click the Save button, review the count of objects to be changed, and confirm.

You’ll then see a reportback with the number of changes actually made. This may differ from the preliminary count if, for example, an object you try to apply a tag to already has that tag.

Page Fields¶

Custom page fields are a powerful and flexible tool that allows you to add a section of content or code to an individual page.

For example, if you want to ask users to tweet about an action they've taken, you could add a page field called "twitter" and include a suggested message specific to the page. If you have a Protect Parrots petition your sample message might be "Parrots are smart. I just signed to save them here: action_URL"

Page fields you've created are available on the Action basics screen for each page.

Use this syntax to include page fields in your templatesets or to reference them when creating a page: {{ page.custom_fields.YOUR_FIELD_NAME_HERE }}. Or, if your custom page field contains template tags or filters that need to be interpreted, then use this syntax instead: {% include_tmpl page.custom_fields.YOUR_FIELD_NAME_HERE %}.

Templateset Fields¶

Templateset fields are a type of custom field, like custom page fields or user fields. They're associated with the templateset and allow you to make templateset-specific customizations.

For example, if your site used a few different templatesets which were mostly similar but used different colors, you could define a custom templateset field for heading color, and reference it from within your template code. You could then copy the templateset and choose a different color without making any changes to the code.

Templateset fields you've created are available on the Settings screen for each templateset.

Mailing Fields¶

As with custom page fields, you can use these fields to insert a section of content or code in your Mailing or Email wrapper, or to create a mailing template.

After you've created the custom Mailing Field, add the field to the body of your Mailing using this syntax: {{ custom_fields.FIELD_NAME }}. Or, if your custom Mailing Field contains template tags or filters that need to be interpreted, then use this syntax instead: {% include_tmpl custom_fields.FIELD_NAME %}.

Then in the custom field row toward the bottom of the screen, select the field name on the left and enter the value on the right.

User Fields¶

A custom user field is used to store information about a user. A custom user field defaults to allowing one value; the old response is overwritten every time the user submits a new response. When a custom user field does not allow multiple values, the value will always be overwritten by a user action, in the admin or by import.

Action Fields¶

Custom action fields are assigned to each action. They are often used to hold the results of survey questions. They don't need to be setup ahead of time. Just adding a form field that starts with action_ is enough. For example, you could add the following to a sign up page to allow users to enter their mood when they signed up:

Your mood today: <input type="text" name="action_mood">

Responses are recorded in the core_actionfield table.

Event Fields¶

Event host forms can include custom action fields. Action fields created in the User Form Fields section on the Edit Content screen are displayed under Your Contact Info on the page. Those created in the custom field HTML box are displayed under Event Info.

The values for action fields added through event host forms are stored in core_actionfield and events_eventfield. You can access them from the event creator's user record or from Download Actions on the Reports Tab.

Custom Field Options¶

Emoji and other non-ASCII characters¶

You can use emoji in most fields in ActionKit. If you are using the HTML visual editor, they will be converted into an HTML entity escape sequence like "🐄" or "🐄" in the database. You'll see them in the HTML entity escape sequence when viewing in code or plain mode. The rendered page or mailing displays the emoji as does visual mode.

Similarly, if you use non-English languages and the HTML visual editor, characters like "é" may be saved as "&eacute"; in the database. They still display correctly to your end-users.

Searchbox¶

The admin searchbox can help you quickly find the parts of ActionKit that you need. It's included on every page, at the top right of the screen.

Initially, when you type in the searchbox, matching Pages, Mailings, Reports, and Users are suggested, provided you have the necessary permissions.

From there, you can select one of the suggestions. Or for a more specific search, click the toggle arrow and choose a category such as Pages + or Users +. The category groups include related models, so searching the Pages + category will suggest TemplateSets too.

There's a limit of 5 suggestions per object type for your search term. When there's more than 5 matches, click "See Exact Matches" to do a full search for your search text and see all the matches.

You can also hit enter to be taken to the familiar full page search. By default, hitting Enter runs the search associated with your current tab. So from the Mailings tab, if you type your search term and hit enter, you'll be taken to a search of mailings. If you've selected a different category for the searchbox, such as Users +, hitting enter will run a full user search.

Spell Check¶

We've made it possible for you to enable your browser's native spell checking when using the WYSIWYG visual editor, at least for most major browsers. The keyboard shortcut, menubar command, or context menu option required to enable spell checking is different in each browser, but typically you can right-click (or control-click, or two-finger-click) on an editor panel to reveal the 'Spelling' or 'Spelling and Grammar' commands for it. Firefox users may have to begin by selecting 'Install Dictionary' to enable spellchecking the first time, if they have not already done so. This enables 'check spelling as you type' functionality in Mac Safari, Chrome and Firefox as well as possibly Windows for Chrome, Firefox and IE 10+.

Visual Editor Image Features¶

The visual editor supports a number of features to make it easier to add and edit images on your pages.

To add an image for which you have an existing web URL, click the image toolbar button and enter the URL in the Source field.

Once an image has been selected, you can use the height and width fields to adjust the display dimensions, or click on the "Advanced" tab of the image panel to add a margin or border.

If you have configured an Amazon S3 account to act as the storage for your media library, several additional features will be available.

To select an image from the media library, click the "search folder" icon to the right of the source field, and the select the image from the list. You can search for files by name to narrow down the listing.

To upload a new image to the library, drag the image file into the visual editor, or copy the image and paste it into the editor.

To edit an existing image, click on it and then look for an extra toolbar that appears immediately above or below the image. This contains buttons to flip and rotate the image, as well as one that opens an image editor panel. The image editor panel includes tools for cropping and resizing the image, as well as making various types of color adjustment. A modified version of your image will be uploaded to your media library without overwriting the original.