Sitecore: Common Editing Functions


This article explains how to navigate the ribbon menu in Sitecore.

The Ribbon refers to the menu bar of the Content Editor. The ribbon contains several tabs that allow the user to manage various editing functions. This guide is intended to be an overview of common actions for Sitecore publishers, and should not be considered an exhaustive guide.

This guide assumes that the user has navigated to the Content Editor and has their site opened in the content tree.

Home Tab

hometab

Save

After editing anything on a page, click Save under the Home tab. This will not publish the edits but will create a new version in the page's history. After clicking Save, your item will be in Draft state.

Edit

The Edit button will display the current workflow state of the item.

Insert a new subitem

You can use the scrollbar to create new subitems when the parent item/page is highlighted. This is the same result as left-clicking an item in the content tree and clicking Insert.

Duplicate

Clicking the Duplicate button will create a copy of the item highlighted in the content tree.

Review Tab

Review Tab.png

Save

After editing anything on a page, click Save under the Review tab. This will not publish the edits but will create a new version in the page's history. After clicking Save, your item will be in Draft state.

Validation

Clicking the Validation button will allow you to see any potential errors for the item.

Workflow

Workflow will allow you to lock and move the item through the publishing workflow. You can also view the item's editing history by clicking History.

Publish Tab

Publish Tab

Save

After editing anything on a page, click Save under the Publish tab. This will not publish any items but will create a new version in the page's history. After clicking Save, your item will be in Draft state.

Publish

Publish Item

When using the Publish button in the Publish tab, only Publish Item should ever be used.

Publish site will publish all pending changes on the entire site, including any draft state work from other content authors.

Experience Editor

Clicking Experience Editor will open the item in the Experience Editor.

Preview

Clicking Preview will open the item in a Preview window. 

Versions Tab

The Versions tab allows you to create and view the item's version history. Version history allows you to see when site changes were made, and by which user. It also allows you to roll back and re-publish previous page versions. You can also add and remove versions, or compare two versions against one another.

Version Tab.png