Context Menu

Table of Contents

Objective

This guide explains how to use the Context Menu in Cascade CMS to access actions related to pages, folders, and assets.

When to Use This Process

Use the Context Menu whenever you need to perform actions on an item, such as editing, previewing, publishing, or changing its location.

Before You Start

• You must be logged in to Cascade CMS

• You need to be viewing the Site Content / Asset Tree

• You should have access to the item (page, asset, or folder) you want to manage

Step-by-Step Instructions

1. Hover over the item you want to manage (page, folder, file, or image).

2. Right-click on the asset. This provides you with a menu of available actions for that asset.

3. Click the More label to view additional actions. Only actions you have permission to take will be available in the menu.

Available Actions

Open

1. Star / Unstar ( / ) - Star the asset to easily find it again. Your starred assets can be found in the My Content area and Dashboard widget and in asset choosers.

2. Name - The system name of the asset, which is used in the published URL if it's a publishable asset such as a page, file, or folder. 

3. Path - The site name and relative path of the asset within the site. Click the Click to copy path ( ) link to copy the asset's path to your clipboard.

4. View - View the selected asset.

5. Edit - Edit the selected asset.

6. Publish - Publish the selected asset (or multiple assets when selecting a folder).

7. Move - Move the selected asset to another location. Users will be prompted to unpublish the asset. Previously published versions of the asset will remain on the webserver with the old path unless unpublished.

8. Rename - Rename the selected asset. Users will be prompted to unpublish the asset. Previously published versions of the asset will remain on the webserver with the old name unless unpublished.

9. Copy - Copy the selected asset to a new location.

10. Delete - Delete the selected asset. Users will be prompted to unpublish the asset. Previously published versions of the asset will remain on the webserver unless unpublished.

11. Unpublish - Unpublish the selected asset from the webserver (if applicable).

12. Access - Set access rights for the selected asset.

13. Access for contents (for folders) - Set access rights for content contained in the selected folder.

14. Workflows (for folders) - Assign workflows for the contents of the selected folder.

15. Bulk Change (for folders) - Change the following properties of multiple assets contained in the selected folder (and optionally its descendents) simultaneously.

16. Relationships - View (and publish) content linked to the selected asset.

17. Audits - View a summary of activities related to the asset (edits made, publishing, moves from one location to another, etc.)

18. Reference - Create an aliased link that allows the selected asset to be indexed in another location.

19. Tasks - View tasks associated with the selected asset.

20. Schedule Review - Schedule a future review date for the asset.

21. Mark As Reviewed - Mark the asset as having been reviewed.

Best Practice Tips

• When moving or copying, be sure you are placing the item in the correct folder to avoid broken navigation.

• Review Version History if you need to revert to an earlier version.

Success Checklist

Before finishing this task, confirm: