Move Content Automatically Using Content Rules

Here we show how to use a content rule to move content items automatically to a particular folder on your site.

This helps keep the site content well organized.

In this example, we create a page called "Resources" that will act as a folder.

Then we create a content rule that automatically moves PDF files to the "Resources" folder.

Create the Resources "Folder"

1. Click the add item button.

   

   The add item button

2. Click Page

   

   Add a Page

3. Click Type the title...

   

   The title field_

4. Type Resources

5. If you'd like to hide "Resources" in the header navigation, click Exclude from navigation.

   

   Check the box to exclude the item from navigation

6. Click the Save button.

   

   The Save button

Create the Content Rule

1. Click the personal menu button.

   

   The personal menu button

2. Click Site Setup

   

   Choose Site Setup

3. Click the Content Rules control panel icon.

   

   The Content Rules control panel

4. We first have to create a content rule. Later on, we will assign it.

   Click Object added to this container.

   

   Choose "Object added to this container"

5. Click Add content rule

   

   Click to add the content rule

6. Click the Title field.

   

   The content rule title field

7. Type "Add PDFs to the "Resources" content object"

8. Click the Description field.

   

   The content rule description field

9. Type "To keep PDFs organized, we will put them in one central place"

10. Click Select...

    

    Select the triggering event

11. Click Object added to this container

    

    Choose "Object added to this container"

12. Click Enabled

    

    Enable the content rule

13. Click Stop Executing rules.

    In many cases you want Content Rules to be stopping as soon as possible, especially when moving content items. You may have multiple content rules if they are unrelated in their effect, i.e. sending out an email when a PDF is added.

    

    Check "Stop Executing Rules"

14. Click Save

    

    Save the content rule

Configure the Content Rule

1. Click Configure

   

   Configure the content rule actions

2. Click the {guilabel}`Condition" drop down list.

   

   Click to set a condition

3. Click File Extension

   

   Choose "File Extension"

4. Click Add

   

   Add the condition

5. Type pdf

6. Click the right arrow button.

   

   The right arrow button

7. Click the Action drop down list.

   

   Click to set the action

8. Click Move to folder

   

   Choose "Move to folder"

9. Click Add

   

   Add the action

10. Click the Navigate button.

    

    The navigate button

11. Click Resources.

    This is the content item we created earlier.

    

    Choose the target location

12. Click the right arrow button to apply the changes.

    

    The right arrow button

Assign the Content Rule

1. Click the site logo to return to the home page.

   

   Return to the home page

2. We want to apply the new content rule here, the root of the site.

   Click the More button.

   

   The More button

3. Click Rules

   

   Choose Rules

4. Click the Select rule drop down list.

   

   Click to select a content rule

5. Click "Add PDFs to the "Resources" content object"

   

   Choose the content rule

6. Click Add

   

   Add the content rule here

7. Click the checkbox next to the rule.

   

   Check the box to select the rule

8. Click Enable.

   The content rule is now enabled for the entire site.

   

   Enable the selected rule