Creating and managing channels in Plan & Release

This article describes how to work with channels in Plan & Release. 

About channels

Channels are used to organize entities into different groups and publish them to an outbound connector, for example Content Store. Within a channel, it's possible to set up a node structure and link different entities to different nodes. 

To create a channel

1. In the Web Portal > Plan & Release, click the Create new entity icon in the top navigation bar and select Channel.
   
   
   
   
2. Fill out the fields in the Create Channel window that opens. Note that any field name that is followed by a * is mandatory. Note the title you give the channel. 
   
   
3. Click Save to close the dialog and return to the Plan & Release dashboard, where you get an overview of all available channels and publications. 
   
   
   
   
4. Click the channel that you just created. An overview of the channel is shown. 
   
   
   
   
5. Click the Structure tab.
6. Click the channel name.
7. Click the Add icon to add a new node.
   
   
8. Fill out the fields in the Create Node window that opens.
   
   
9. Click Save.

To add a node

To add a new node on the same level as the top node: 

1. In the Web Portal > Plan & Release, click the channel where you want to add a node. 
2. Click the Add icon to add a new node and fill out the fields.
   
   
   
   
3. Click Save. 

To add a new node on the level below the top node: 

1. In the Web Portal > Plan & Release, click the channel where you want to add a node and make sure that the top node is selected.
2. Click the Add icon to add a new node and fill out the fields.
   
   
   
   
3. Click Save.

To publish a channel

1. In the Web Portal > Plan & Release, click the channel that you want to publish.
2. Click the Publish channel icon in the Channel toolbar.
   
   
   
   
3. When the channel is published, the text that follows the channel name changes from unpublished to published. You may need to reload the browser to see the change. 

To delete a channel

1. In the Web Portal > Plan & Release, click the navigation menu on the channel that you want to delete.
   
   
   
   
2. Click Delete. 

To delete channels (or nodes) in bulk

1. In the Web Portal > Plan & Release, click one of the channels that you want to delete.
2. In the top left corner of the channel overview, click the Query Editor icon to open the Query Editor.
   
   
3. Use the Query Editor and search for Entity Type + Equals + Channel (or Node).
4. Select the channels you wish to delete.
5. Click Delete Selection in the navigation menu of your Query results. 
   
   
   
   Note! Deleting a node this way will permanently delete it, as opposed to only removing the relation from a node without deleting it. 

Further reading

Restyled inriver Plan & Release: overview

Restyled inriver Plan & Release: channels

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