Use Workbench Editing through 6 how-to topics, including opening the editor, switching device views, and setting layouts; choose a topic from the index and follow the entry path and steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the workbench editor | Free |
| 2 | 2. Switch device views | Free |
| 3 | 3. Set page layouts | Free |
| 4 | 4. Set themes and backgrounds | Free |
| 5 | 5. Manage page components | Free |
| 6 | 6. Save, preview, and publish | Free |
How-to Guide
1. Open the workbench editor
Entry path: Enterprise admin console → Workbench Settings → Customize Workbench → Workbench Editor
- Click Admin Console in the left navigation pane.
- In the left menu, click Workbench Settings.
- Click the Customize Workbench tab at the top.
- Find the workbench you want to edit and click Workbench Editor on the right.
Success Criteria
- Interface result: The workbench editing page opens successfully.
- Next action available: You can see editing areas such as layout, theme settings, or component settings.
Tips While Using
- Common mistake: If you only open the workbench list page, click the editor button for the target workbench again.
- Permissions: You need the required enterprise admin permissions.
2. Switch device views
Entry path: Workbench Editor → Desktop / Mobile tabs
- After opening the editor, review the default Desktop editing view.
- If you need to configure the mobile display, click the Mobile tab.
- Switch between the two views as needed and review each display result separately.
Success Criteria
- Interface result: The editing area switches to the selected device view.
- Next action available: You can configure layout, theme, and components for desktop or mobile separately.
Tips While Using
- Common mistake: Publishing after editing only one device view may leave the other view unadjusted.
3. Set page layouts
Entry path: Workbench Editor → Layout → Webpage Layout
- In the left panel, click Layout.
- In the Webpage Layout area, choose the layout you need.
- Select from single-column, two-column, mixed two-column, three-column, or mixed three-column layouts as needed.
- Review the layout change in the editing area.
Success Criteria
- Interface result: The editing area shows the selected column structure.
- Next action available: You can continue adjusting component positions and content.
Tips While Using
- Common mistake: After changing the layout, forgetting to review component arrangement may affect information distribution.
4. Set themes and backgrounds
Entry path: Workbench Editor → Theme Settings
- In the left panel, click Theme Settings.
- Choose a background style and use either a background color or a background image.
- For a background color, click the color block or enter a color code.
- For a background image, choose an image from the built-in themes.
- If needed, turn on Use custom background image.
- Select a suitable built-in theme from the theme list.
Success Criteria
- Interface result: The page background and theme style are updated.
- Next action available: You can continue previewing the overall visual result.
Tips While Using
- Common mistake: If the background and theme style do not match, page readability may be reduced.
5. Manage page components
Entry path: Workbench Editor → Component Settings
- Review the current component list in the editing area.
- Click the component you want to adjust.
- Edit the component content or settings based on page needs.
- If different device content is needed, switch to the target device view before editing.
Success Criteria
- Interface result: The component content is updated in the current editing state.
- Next action available: You can continue to save, preview, or publish.
Tips While Using
- Common mistake: Editing a component before switching to the target device view may update the wrong display context.
6. Save, preview, and publish
Entry path: Workbench Editor → Save / Preview / Publish
- During editing, click Save at the top to save your current progress.
- If you want to discard unsaved changes, click Reset to return to the last saved state.
- Click Preview to review the actual display result.
- After confirming the page result, click Publish to make the configuration live.
Success Criteria
- Interface result: After saving, the latest saved state is available; after publishing, the live workbench shows the new configuration.
- Next action available: Users can refresh the workbench to view the update.
Tips While Using
- Common mistake: Saving without publishing does not update the live workbench.
- Environment: Preview and publish work better with a stable network connection.