Editing Resources
Every resource opens in View mode by default — that's what your clients see. Editing happens in a separate edit interface with tabs tailored to the resource type.
Entering Edit Mode
There are three ways to switch to edit mode:
- From the resource detail page, click the three-dot menu (top-right toolbar) and select Edit
- Append
?cove=runto any resource URL - From a resource card hover, click the pencil icon (when shown to your role)
You'll know you're in edit mode when the toolbar shows save buttons and the vertical tab set appears down the left side of the content area.
The Editor Tabs
The tabs available depend on the resource type:
| Tab | Shown For | Purpose |
|---|---|---|
| Details | All types | Title, description, resource type, slug, status |
| Files | Single, Grouped | Add, replace, reorder, remove files |
| Content | Post, FAQ | Sectioned rich text and accordion items |
| Colors | Color | Swatch rows (name, hex, image, swatch size) |
| Gallery | Gallery | Reorderable image grid |
| App | App | Embed code, oEmbed URL, or upload |
| Settings | All types | Folder membership, client, share link, related resources |
| Activity Log | All types | Toggle visible inside the editor |
Post & FAQ content tabs
For Post resources, the Content tab uses a flexible content builder where each section has:
- Section Title — the heading displayed on the page
- Navigation Title — the label shown in the side TOC
- Section Content — rich text body (TinyMCE editor)
For FAQ resources, each section contains accordion items. Each item has:
- Question — the clickable header
- Answer — the body shown when expanded
- Open by default — toggle to expand on page load
Switching Resource Types
The Resource Type dropdown at the top of the Details tab lets you change the type after creation.
When you switch:
- The system saves the new type via AJAX (preserving title, description, status)
- A toast confirms: "Resource type updated — Now editing as: …"
- The page reloads so the editor re-renders for the new type
Switching from a file-based type to a content-based type does not delete the underlying files — they remain attached but are no longer visible on the public view until you switch back.
Status: Published vs Draft
In the Details tab the Status dropdown offers:
- Published — visible to clients per normal access rules
- Draft — hidden from all clients regardless of folder
Drafts are useful for in-progress work outside the workbench staging flow. They appear in the staff resource list with a "Draft" badge.
Activity Log
Inside the editor, toggle Activity Log in the toolbar to see a chronological feed of changes:
- Resource created, updated, status changed
- Files uploaded, replaced, removed, restored from version
- Share link enabled/disabled, expiration changed
- Folder membership changed
- Trash / restore
- Downloads (when tracking is enabled)
Each entry shows the actor, timestamp, and a short description.
Saving Changes
Each tab has its own Save / Update button. Changes apply immediately on save and clients see them on next page load.
There is no "discard changes" button — close the tab without saving to abandon edits, or refresh the page.
The form uses a resource_edit_nonce for security. If your edit session sits idle for many hours, the nonce may expire — reload the page if a save fails with a "could not change" toast.