This page contains instructions for editing the content andstructure of the "evergreen/about/features" page, also known as the Product Features Comparison System or "the Matrix."  

Editing product profiles

While viewing the Features page, you can edit the profile of a particular product by clicking its name.

Once at the product profile page for a particular product, click the "edit" tab to go to edit view.

Change any feature fields as necessary, and don't forget to click the "Save" button at the bottom of the form to save your changes.

Your changes should now become visible in the /features page on the RSCEL website.

Modifying the structure of the comparison matrix: adding new tabs (categories) and rows (features)

1) Add/edit fields and categories here:

http://www.rscel.org/admin/content/node-type/product/fields

Use the "Add new field" menu at the bottom of the page to add your new field, giving it a human-readable label and a field name based on the existing scheme (e.g., prod_cat_update_items for Product / Cataloging / Update Items).

Use the 4-way-arrow "handle" in the Add New Field menu to drag and drop the new field into its proper place between existing fields.

If you are adding a new group ("category"), use the "Add group"menu option instead of "add new field." You can drag and drop the new group into its proper place just like new fields.

After you have added a new field and/or group, click the "Save"button.  If you are adding a new group, you are done - your new group will appear in the list where you dragged it.  If you are adding a new field, you will be taken to a settings page for the new field.  You can leave all of the defaults on this page and just click the "Save field settings" button to save your new field, which will then appear in the list where you dragged it.

2) Give View permissions to Anonymous Users & Authenticated Users for the new fields here:
http://www.rscel.org/admin/user/permissions

3) Give Edit permissions to Staff (and optionally Content Creators) here:
http://www.rscel.org/admin/user/permissions

4) Add new fields to proper Display in the Comparator view (Comparator view is the base view that feeds the comparison matrix):
http://www.rscel.org/admin/build/views/edit/comparator

Use the "add new fields" button to view the fields you can add to this page.

Select the new fields you added in the previous step and click the "Add" button.  You will be redirected to a screen for each field where you can customize the field's label.  We will just keep the default "widget" label that we created earlier in the process and click "Update" to continue.

Use the drag and drop 4-way-arrow handles to reorder your fields.  This is the order in which they will appear in the category tab.  At the end of each field row is a small delete button if you wish to remove a field from a category tab.

It is very important that you click the "Save" button after adding your new fields (and/or groups).

5) If adding a new group, insert into Comparator view:
http://www.rscel.org/admin/build/views/edit/comparator

Below the existing category list, click the "Add display" button to add a new category (tab).  You will be prompted to name your new category, as seen below.

After naming your new category, you will be prompted to give it a "path."  This is a direct address, or shortcut, URL that can be given to link users directly to a specific tab/category. We are using the pattern "/compare/CATEGORYNAME" here, such as "/compare/mobile" which would be visible to users at http://www.rscel.org/compare/mobile" in their browser.

After you have named your new category (1) and given it a shortcut URL/path (2), you may proceed to add new fields to the category (3) as shown in the preceding steps.

6) If adding a new group, you must also add a new tab for that group in the QuickTabs config for the Comparison Matrix tabset:
http://www.rscel.org/admin/build/quicktabs/1/edit

First, click the "Add tab" button at the bottom of the page. This will cause an empty "tab" menu to be added to thepage.

Next, complete the new tab menu, providing the name of the new category you added in step 5.  Select "View" for Tab Type and choose the "comparator" view.  From the Display list, choose the new category you added in step 5.  Use the 4-way-arrow handles to drag this tab where you would like it to appear - by default, new tabs are added to the bottom of the tablist. Click Save when complete and then visit the Features page to view your new category and fields!

7) Once you've added a new feature to the comparison matrix, you need to add it to the "Find a Feature" index page.  To add a new feature to the index, visit the "Create Compared Features" page.

Enter the Feature name.  Complete the Category title and category URL fields as shown above, using the help text below the URL field as a guide.  This is the link into sub-tabs of the matrix so that users can find the feature in the matrix.

Scroll down and enter the description that users will see in the index on the lookup page.

When complete, click Save to save your new index entry.