Creating Resources in Centercode

Leveraging Centercode tools to create Content, Releases, and Activities

This article applies to Pro, Team, and Legacy editions. 

Managing different types of content and resources efficiently is crucial for seamless project operations. This article outlines the various content types, access settings, and resource elements, to facilitate effective resource management within projects. This article will cover:

          Creating Resources (Content, Releases, and Activities)
          Resource Access Style
          Resource Element Selector
          Resource Options
          Important Notes About Resources
          How to Modify or Archive Resources
          Additional Callouts
          Related Articles

Creating Resources (Content, Releases, and Activities)

Creating, modifying, or removing the different resources may require varying levels of access or functionality. To create the different types of resources: 

  • Content: Click on the Community logo > Community management (Community) menu, or the Management (Project) menu section in the navigation bar then select Content > Add content
  • Release: From your Project menu, select Management > Releases > Add a release
  • Feature: From your Project menu, select Management > Test plan > Add a feature
Image from Gyazo

Resource Access Style

When creating resources, it's essential to consider how users will access the content or release. Users will be able to access the resources with the following settings or Notice options available:

  • Use content (or release) type settings: Accessible to users via Scope menu, Scope home, Scope search, and Direct link.
  • Require users to sign a digital agreement (Digital agreement notice - applies to Content only) Users on designated teams will be prompted to sign agreements using their email and password. Accessible to users via Agreement center, Scope home, Scope search, and Scope link.
  • Block user’s progression into project (Block notice - applies to Content only) Users on selected teams will be blocked from progressing once they reach this page. 
  • Require user to view this content (Click-through notice) Users on selected teams will see this content the next time they enter this project. They can progress by clicking/tapping a button. Accessible to users via Scope home, Scope search, and Direct link.
  • Poll user for either “yes” or “no”(Yes/No notice) Users on the selected teams will be required to answer "yes" or "no" to progress. Selecting "no" will trigger this content to show again at next sign-in. Accessible to users via Scope home, Scope search, and Direct link.
  • Require user to verify selected account details (Account verification notice - applies to Content only) Users on the selected teams will be prompted to verify selected account details in order to progress, allowing you to ensure critical information is current before the project begins. Accessible to users via Scope home, Scope search, and Direct link.

Note: When choosing an access option for your Content or Release, you'll be able to designate View and Notice access for the intended teams based on your selection. If the Notice column appears grayed out, it indicates that a Notice-type access option was not selected from the dropdown above.

Resource Element Selector

This will allow the user to select which types of elements to include within their resource (Content, Release, or Feature).


(Note: External embed is currently in GoEarly testing - coming soon!)

 

All Resources

Features

Releases 

Content

Rich text

Example

 

Provide text instructions for testing this feature, such as open-ended exploration or, in specific cases, directive tasks

Add text to share details like release notes or known limitations

Add text-based resources like welcome letters or project updates

Inline images (includes Hero images)

Example

Example 2 (Hero)

Add inline images to share screenshots, photos, or illustrations

     

File attachments

Example

 

Upload or link to any files that will help users complete this activity

Upload or link to files to content to distribute software, builds, or documents related to your release

Upload or link to files to content to share resources like documents or PDFs

External embed

COMING SOON

Example

Embed external videos, interactive tools, or other media directly into your resource

 

   

Distributed values

Example

 

N/A

Use distributed values to automatically assign product keys to users

Use distributed values to automatically assign product keys, incentive codes, or tracking numbers to users, or allow users to manually select their preference from a pool of finite resources, like time slots or rewards

Internal notes

Example

Add notes to provide context to specific user roles in your project. Note that only Admins and Support users can access this information. 

     

 

Example of Rich Text 

 

Example of Inline Images 

 

 

Example of Inline (Hero) Image 

 

Example of File Attachments  

 

Example of External Embed 

 

Example of Distributed Values 

 

 

Example of Internal Notes 

 

Resource Options

Limit availability to a schedule 

Within Centercode, you’re given the option to set expiration dates for your Recruiting, Surveys, Content, and Releases under your Advanced Options.


All expiration occurs at 12:00 am on the end date of the availability period you've selected, using Centercode’s server time zone, PST (UTC−7:00). Please keep this in mind when working with users in vastly different time zones. 

 

 

Use full browser width

The "full browser width" option essentially expands the center panel of the site to span the full width of the page (less a little whitespace on either side), utilizing the available screen space effectively.

Render edge-to-edge

The "render edge-to-edge" option eliminates any white space surrounding content elements, providing a clean and immersive viewing experience where the content seamlessly extends to the edges of the center panel of the site. It's ideal for creating a visually striking presentation but should be used thoughtfully to ensure content remains readable and visually appealing.

 

Important Notes About Resources

License and Resource Type Impact:

  • Licenses and resource types affect available options.
  • Users may see specific elements blocked or unavailable based on their license.
  • Features have fewer options compared to other content types.

Cloning Details

Direct resource cloning:

  • Title, body, and internal notes are cloned
  • Resource options are not cloned

Project resource cloning:

  • Title, body, internal notes are cloned
  • File attachments are cloned
  • Distributed Value group is cloned, but not the values themselves
  • Resource options are not cloned

 

How to Modify or Archive Resources

Modify

  1. Access the resource’s management page (Content management, Release management, or Test plan management for Features)
  2. Click the title cell of the desired resource
  3. Make desired changes to the various sections of the page.
  4. Click the Submit button at the bottom of the page.

You have successfully modified the resource.

 

Archive

  1. Access the resource’s management page (Content management, Release management, or Test plan management for Features)
  2. Hover over the table cell of the desired Content and click the Archive icon to the right.
  3. Click the Archive button to confirm the removal.

You have successfully archived the resource. 

If you would like to permanently remove the resource, navigate to the resource archive and choose the Remove icon option.

Requirements

  • Manage content role (Community and Project)
  • Manage releases role (Project)
  • Existing Community or Project resource type

 

Notes

  • As Features do not allow Notices, this functionality only applies to Content and Releases.
  • Hero images, edge-to-edge, and variable width settings are ignored for homepage and single-page variants (Where multiple content pieces can be displayed). All objects are rendered just as they are on the normal resource pages. 
  • The option to use hero images will be disabled if you use the full browser width display option.

 

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