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The Scheduling tab

The scheduling tab lets you work with your events and editions, in a calendar view, as a list or in a timeline. The calendar view provides a month by month overview of your events, while the list will show the events in a list. The timeline displays events and editions in a time period you choose, from one week to one year.

On this page we'll provide an overview of the features available from the scheduling tab and include links to pages with more information.

See the timeline page for more information about viewing events and editions in the timeline.

Using the Scheduling tab
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When you open the scheduling tab, by clicking the scheduling section at the top of the window, you are shown a list of events in the month you've chosen to view. You can select an event by clicking anywhere within its duration in the calendar. A list of the editions within this event will be shown on the right hand side of the window.

In the example below the "Winter campaign" event has been selected and the three editions it contains are shown, together with an icon reflecting their status. Two of the editions are in draft mode and shown with a light blue icon, while the "New in - Winter warmers" edition has been scheduled and is shown with a clock.

Switching the scheduling view
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You can switch between the timeline, calendar view and list views by choosing one of the icons on the top right of the window, as highlighted in the example. The timeline icon is on the left, with the calendar view icon in the middle and the list view icon on the right.

Switch between the timeline, calendar and list views using the icons representing each view

Here's an example of the scheduling tab with the events displayed as a list. You can choose to hide expired events. The same features for viewing and editing events are available whether you are using the calendar view or the list.

Events shown as a list

To view or delete an event, or add an edition, either double-click anywhere inside the event in the calendar or select it, right-click and choose "view event" or "create edition" from the contextual menu.

Note that "Delete event" will only be available if all of the event's editions are unscheduled.

The contextual menu for a selected event

When an event is selected, you can right-click any of its editions to view or copy it, as we've shown in the image below.

View or copy an edition from its contextual menu

Creating events and previewing content
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To create a new event, select the "Create event" button at the top of the window or right-click anywhere outside an existing event and choose "Create event" from the contextual menu.

As you can see from the image below, you can also choose to display a content preview. See the Previewing content page to find out more.

Right-click anywhere outside an existing event in the calendar to create a new one

Filtering events by locale
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If you have locales assigned to your hub, then you can assign locales to events and filter the calendar, list and timeline views by locale, showing only those events that match the filter. This is useful if you want to focus on those events containing content for particular locales.

Choose "Locale filter" at the top of the window and select the locales for the events that you want to display.

In the example below the Locale Filter is off and the calendar shows events with a combination of en-GB, fr-FR and fr-BE locales. To focus on just the events assigned the en-GB locale, we can choose "en-GB English" from the Locale filters menu.

Choosing a locale filter for the calendar

When we apply the filter, the view is refreshed with only those events assigned with a en-GB locale shown. You can also filter by multiple locales and include those events with no assigned locale.

The calendar with the locale filter applied

You can also filter the list view using the locale filter.

Locale filtering is also available in the list view

The Timeline
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The timeline allows planners to view events, editions and slots within a specified time period from one week to one year. Within the selected time period you can also zoom in, allowing you to focus on the events and editions that you're most interested in. The timeline also provides access to the same functionality as the calendar and list views, including creating and editing events and editions and viewing previews.

If you have locales added to your hub, then you can assign one or more locales to an event and filter the timeline (as well as the calendar and list views) by locale. This allows you to focus on the events containing editions with content for the particular locales you're working with.

You can also choose slots to filter the timeline, so that only the events and editions containing the selected slots will be displayed.

The timeline provides a more flexible time frame than the calendar view, allowing planners to more easily view the upcoming events for a particular season, not just one calendar month, or to focus on a particular week and expand the detail of individual editions within that time period.

The timeline view shows the events within the chosen time period. When first opened, the timeline will default to displaying events within a time period of one month from the current date, but will remember the last time period you chose.

Events in the timeline

Creating, viewing and editing events and editions
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In the timeline, you can quickly create, view and edit events and editions.

To create a new event, select the "Create event" button at the top right of the window.

Creating a new event

Right-clicking an event will display the event menu, from which you can open the event editing window, create an edition or preview content, with the start date defaulting to the date you clicked within the event. Single clicking in the event name will open the event editing window.

The event menu

Expanding events
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Click the expand/collapse icon to the right of each event containing an edition within the current time frame to view the editions. In this example we have chosen to view the editions within the "mid summer madness" sale.

You can also expand/collapse an event by clicking in the area on the left hand side of the timeline.

Expanding an event

The editions are now displayed. Editions that are in draft mode are shown in light blue, while those that have been scheduled are shown in darker blue, together with a clock icon to the left of the edition name. Published editions are shown in green, while those with a version conflict are displayed with a red exclamation mark.

Editions within an event

Right-clicking an edition will display the edition menu, allowing you to view or copy an edition and open the content preview dialog. If the edition contains a version conflict, then the "resolve conflicts" option will be included.

The edition menu, including resolving a version conflict

Event and edition details
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Clicking anywhere except the title within the line containing an event or edition will open up a details pane, providing information about the selected item.

In the example shown below the "Mid summer sales teaser" is selected and the details pane shows the edition start and end date, the modification date and the edition preview status.

The edition details pane

A single click in the edition name will open the edition editing window.

Expanding an edition will show the slots that it contains. See Viewing and filtering slots in the timeline for more details.

Filtering the timeline by event locale
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To filter the timeline by locale, choose "Locale filter" at the top of the window and select the locales for the events that you want to display. Note that the locale filter will only be shown if you have locales assigned to your hub.

In the example below the Locale Filter is off and the timeline shows events with a combination of en-GB, fr-FR and fr-BE locales. To focus on just the events assigned the en-GB locale, we can choose "en-GB English" from the Locale filters menu.

Choosing a locale filter for the timeline

When the locale filter is applied, the view is refreshed with only those events assigned with a en-GB locale shown. You can also filter by multiple locales and include those events with no assigned locale.

The timeline with the locale filter applied

Viewing and filtering slots
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In the timeline you can expand editions to show the slots that they contain and easily identify which slots require content, or those that are invalid. You can also select one or more slots to use to filter the timeline, so that only the editions containing the selected slots will be displayed. In this section we'll cover how to view and filter slots in the timeline in detail.

Viewing slots
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When creating an edition, you need to know which slots must be populated with content. Expanding the edition, provides you with a quick way of identifying which slots require content.

When you expand an edition, a solid status bar will indicate if a slot contains content. In the image below, the "mid summer madness sale" edition contains three slots, two of which are empty.

Slots within an edition

In the same way as edition and event details are displayed, clicking anywhere within the line containing the slot and outside a slot title will display the slot details pane. The "Feature page banner slot" contains content and is shown with a green tick indicating that it is valid. A slot may also be empty and valid, empty and require content, or contain version conflicts.

The slot details pane

The "banner slot with picture field" shown below requires content in order to be valid. The "home page main content slot" within the same edition contains version conflicts, that is two or more versions of the same content.

A slot requiring content

Clicking a slot title will open the edition within which the slot is contained.

Filtering the timeline using slots
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You can choose to focus the timeline view on one or more slots, so that only the events and editions containing the selected slots will be displayed. This "slot centric" view provides a way of showing when content is added to the selected slots over the chosen time period, together with the editions to which the slots are added. By focusing on particular slots, it makes it easier to track when the content changes in the areas of your website or app that these slots represent.

The state of the timeline, including the slots being used as filters, the timeframe and the expand/collapse status of events and editions is preserved until you log out of the Dynamic Content app.

Choosing the slots to use as filters
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To choose one or more slots to use as filters, click the icon to the right of the timeframe, as highlighted in the image below.

Open the slot browser to choose which slots to use as timeline filters

The slot browser is displayed, allowing you to choose one or more slots to use as filters. In this example, one slot is selected, the "Feature page carousel slot". Click "Add 1 slot as filter" to apply this filter to the timeline view. The button will reflect the number of slots that you've selected.

Choose the slots to use as filters

The timeline view is refreshed and shows only the editions containing the "Feature page carousel slot". The slots being used to filter the timeline view are displayed at the top of the window.

Only editions containing the selected slots are displayed

Only the slots used as filters, in this case just the "feature page carousel slot", are shown when the edition in which they are contained is expanded.

Note that when an edition is in its collapsed state, the total number of slots in the edition is displayed. For an expanded edition, the slot count reflects how many slots are actually displayed, for example in the "Save on sunglasses" edition, 1 of 2 slots are shown, because the other slot was not included in the filters.

Expanding editions will only show the slots chosen as filters

Modifying the filter selection
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In the example shown below, we've chosen multiple slots to filter the timeline view. The "Add" button reflects the number of slots selected and clicking this button will refresh the timeline.

Choosing multiple slots to filter the timeline

The timeline view is now displayed, showing only those editions that contain the slots chosen as filters. Each slot that is being used as a filter is shown at the top of the screen. To remove a slot from the filters, click the icon to the right of the slot name, as highlighted in the image below. The timeline will be refreshed.

Slots can easily be removed from the filter

In the example below, we've removed all the slot filters except the "Feature page banner slot". This slot is only contained within one edition in the selected time period- the "Womenswear collection".

If all slot filters are removed, the timeline will be shown in an unfiltered state.

Filtering by a single slots

Copying slots
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You can also choose to copy a slot from the timeline, either from its contextual menu or from the sidebar shown when the slot is selected.

Copying a slot from the timeline view

For more information see copying slots.

Choosing the time frame
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You can choose any time frame from one week to one year, by clicking the planner time frame icon on the top left of the window. A dialog is then displayed allowing you to choose the time period. You can also specify a time period between one week and one year by entering a start and end date.

In the example shown below, a time period of 3 months is chosen.

Choosing the time period

The events within the chosen 3 month time period are then displayed. This is a useful way of providing an overview of events in a particular season, all the events for your summer content campaigns, for example.

Notice that any events containing editions which contain errors, such as version conflicts, are marked with a red triangle.

Events in a three month view

If you want to temporarily focus on a shorter period of time, without changing the time frame, you can use the zoom in/ zoom out buttons.

Zoom in button

Zooming in will focus the timeline on a smaller number of days, by a week at a time. In the example below, the view is zoomed to show one week. This is particularly useful if you have overlapping editions and want a more detailed view of what is scheduled to go live and when.

Zooming in to one week

Content preview
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There are several ways that you can choose to display a content preview from the timeline view:

  • Click on any date at the top of the window and the preview dialog will be displayed with the start date defaulting to the selected date.
  • Right-click within an event or edition and choose "Content preview". The start date will default to the date at which you clicked.

If you choose a date in the past, the preview will be set to start on the current date.

You can also click the "Preview" button at the top right of the window to open the preview dialog.

In the example below, clicking on July 10th at the top of the window, opens up the Preview content dialog with this as the start date.

The content preview defaulting to the chosen date

Creating events

Viewing and editing events and editions

Deleting events

Adding editions

Copying editions

Content preview