Additional features in the Editor id2056B0B0YPF

There are some other useful features in the Editor that you can make use of:

Context menu functions on a file’s tab

When you open a file in the Editor, you can perform various actions from the context menu. You might view different options depending on whether you open a media file, single DITA file, or multiple files.

Media file

You get the following functions in the context menu of an opened media file’s tab:

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Single DITA file

You get the following functions in the context menu of an opened file’s tab:

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Multiple files

When you have multiple files opened, then you get more options in the context menu:

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The various options in the context menu are explained below:

Save: You can choose from the following options:

Save As New Version

To create a new version of the file, select Save As New Version. For more details about Save and Save As New Version, view Toolbar in the Editor.

Copy: You can choose from the following options:

Locate In: You can choose from the following options:

Add to: You can choose from the following options:

Properties

To view the AEM properties page of the selected file, select Properties.

Split: You can choose from the following options:

Up, Down, Left, or Right

By default, the Editor allows you to view one topic at a time. There could be instances wherein you would like to view two or more topics at the same time. Splitting the editor’s screen allows you to view multiple topics at the same time. For example, if you have two topics - A and B opened in the editor. Right-clicking on topic B and choosing Split > Up divides the editor window into two parts. Topic B is displayed in the upper half and Topic A is displayed in the bottom half. Similarly, you can also split the screen horizontally by selecting Split > Left or Split > Right. You can move your documents from one screen to the other by dragging the file tab and dropping it on to the screen where you want to place it. Similarly, you can also reorder file tabs by dragging and moving them as per your preference.

Close: You can choose from the following options:

Close, Close others, or Close all

If you want to close the file from which you invoked the context menu, then select Close > Close. Use Close > Close others to close all other opened file except the currently active file. To close all open files, select the Close > Close all option from the context menu or you can also choose to close the Editor. If there are any unsaved files in your session, then you are prompted to save those files.

File close and save scenarios

When you try to close a file opened in the Editor using the Close button on the file’s tab or the Close option in the Options menu, Experience Manager Guides prompts you to save your edits and unlock a locked file.

The prompts are based on the following configurations selected by your administrator:

Your file saving experience will depend on the following three scenarios, wherein you have:

You may view the following options depending on whether the file is locked/unlocked and has saved or unsaved changes:

Visual cues for broken references

If your topic contains broken cross-references or content references, they are shown in red text.

Smart copy-paste

You can easily copy paste content within and across topics. The source element structure is maintained at the destination. Also, if the copied content contains content references, then even those are copied.

Remember last browsed location

The Editor provides a smart file browse dialog. The editor remembers the last used location while inserting a reference or content. The first time you invoke the file browse dialog (via Insert Reference or Insert Reuse Content), then you are taken to the location where the current document is saved. In the same session, if you try to insert another reference, then the file browse dialog automatically navigates to the location from where you inserted the last reference.

Browse files and folders in Experience Manager Guides

Experience Manager Guides provides intuitive dialogs - Select file and Select path - to help you browse and choose files or folders within the content repository efficiently.

Browsing files in Experience Manager Guides

The file path browser enables you to quickly locate and select specific files within the content repository. This feature is available for tasks such as adding a topic to a map, linking an image or cross-reference, creating reusable content, and more.

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When you launch the file browser, the Select file dialog opens. This dialog includes two tabs: Repository and Collections. By default, the Repository tab is selected.

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Features available in the Repository tab for file browsing

Tabular view of files and folders

The Repository tab provides you a tabular view of files and folders from the content repository, making it easier to locate the correct file path. You can also use the breadcrumbs at the top and the folder navigation panel on the left to move through folders.

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Single and multiple file selection

To use a file, simply select the file and choose Select.

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In some cases, you can also select multiple files from this path browser dialog. For example, when browsing files for Reusable content, you can select multiple files and make them part of your resuable content.

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Multiple file selection is currently available for Reusable content, topic references, Schematron, Output presets (using DITAVAL), and Workfront.

Preview selected files

You can preview the files you have selected using the Preview button, as shown below:

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The preview of the selected file is displayed on the right.

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For multiple selections, a preview of all selected files is displayed in Preview panel for easy review.

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You can also use the Remove icon to deselect some files from the Preview.

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Search and filter experience

When browsing files in the Repository, you can search for files by name, title, or content within the selected path. You can use any one, two, or all three criteria for your search. If none of the criteria are selected, the results will include common to all the three criteria.

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Select the Filter Search ( ) icon to open the Filter panel on the right.

You have the following options to filter the files and to narrow down your search:

After applying all the required filters, select Apply from the bottom-right corner of the Filters panel.

Features available in the Collections tab for file browsing

The Collections tab provides a curated view of files available in your Collections for quick access and reuse. Unlike the Repository tab, which displays the full folder hierarchy, Collections allow you to select frequently used topics, maps, and images without navigating through multiple folders.

In the Collections tab, you can:

Browser folders within the Repository

Browsing folders using the Select folder dialog, focuses on selecting the correct folder path within the Repository for tasks such as creating new topics or specifying output locations for published content. It offers a clear, tree-structured view of folders, making navigation intuitive and ensuring content is placed in the right location.

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Support for article-based publishing

From the Editor, you can generate the output for one or more topics, or the entire DITA map. You need to create output presets for your DITA map and then you can easily generate the output for one or more topics. If you have updated a few topics in your map, you can also generate the output only for those topics from the Editor. For more details, view Article-based publishing.

Support for Markdown documents

The Editor allows you to use Markdown documents (.md) along with your DITA documents. You can easily author and preview a Markdown document in the Editor and also add it in your map file through DITA map editor. For more details, view Author Markdown documents from the Editor.

Support for DITA glossary term topic

The Editor support DITA glossary terms that you can insert by adding term or abbreviated-form elements.

Work with MathML equations

Insert MathML equations

Experience Manager Guides gives you an out-of-the-box support for inserting MathML equations by integration with MathType Web application. To insert a MathML equation, select the Element icon and type mathml. When you select mathml element from the list, the Insert MathML dialog is displayed:

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Using the MathML equation tools, create your equation and select Insert to add it to your document. The equation is inserted with light gray background.

At any time you can update an equation by right-clicking on an existing equation and selecting Edit MathML from the context menu.

Validation of equations in the MathML editor

Experience Manager Guides validates MathML equations when you save a topic containing them.
When you insert an equation using the MathML editor, Experience Manager Guides highlights the equation in red if there are any syntax issues. You can correct it before inserting it. If you don’t make any changes but select Insert, it displays a warning.

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If you insert the MathML equation that contains a syntax error, a validation error occurs when you try to save the topic.

Insert footnotes

Insert footnote in your content by using the fn element. In the authoring mode, the footnote value is shown inline with the content. However, when you switch you the Preview mode or publish your document, the footnote appears at the end of the topic.

Rename or replace an element

The Editor displays the element’s breadcrumb at the bottom-left of the topic. If you want to swap or replace an element with another element, then you can do so from the breadcrumb’s context menu. For example, you can swap p element with note or any other valid element at the context.

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On the breadcrumb, right-click on an element’s name that you want to replace, then select Rename Element from the context menu. The Rename Element dialog displays all valid elements that are allowed at the current location. From the Rename Element dialog, select the element that you want to use. The original element is replaced with the new element.

In addition to the context menu of the breadcrumb, the Rename Element dialog can also be accessed from other locations:

Wrapping and unwrapping an element

Wrap an element

Unwrap an element

Unwrapping an element allows you to remove the element tag from the selected text and merge it with its parent element. For example, if you have a p element within a note element, you can unwrap the p element to merge the text directly within the note element. The Unwrap Element option is available in the context menu of the topic’s breadcrumb. To unwrap an element, right-click on the element to open the context menu, then finally select Unwrap Element to remove the element and merge the element’s text with its parent element.

White space handling for DITA elements

In XML, white spaces include spaces, tabs, carriage returns, and blank lines. Experience Manager Guides converts multiple consequent white spaces into one space. This helps you preserve the WYSIWYG view of the Editor.

Preserving line breaks and indentation

DITA elements that contain line break and spaces are supported and rendered as per their definition in the Author, Source, or Preview modes, and also in the final published output. The following screenshot shows the content within the msgblock element wherein the line breaks and spaces (indentation) have been preserved:

Handling non-breaking spaces in Editor

Auto-generate element ID

You can automatically generate IDs for the elements in your DITA topic. These IDs are unique within a DITA topic. For example, if you generate IDs for a paragraph element, the IDs will be p_1, p2, p_3, and so on. You can select multiple elements and generate IDs for each selected element.

Do the following to automatically generate ID for one or multiple elements:

Alternatively you can right-click in the breadcrumb and select Generate IDs.

Identifying Duplicate IDs for elements in a map or topic within Author view

If a given topic or map contains elements with duplicate IDs, a Duplicate IDs button appears at the bottom-right corner of the Content editing area adjacent to the Editor views.

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Selecting Duplicate IDs opens a popover listing all the duplicate IDs. You can select the displayed ID from the popover to navigate to the corresponding element and update it with a unique ID.

Handling large files in the Editor

The key features aimed at improving the handling of large files are mentioned as follows:

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Parent topic:Introduction to the Editor