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Item card and options

Explore the item card structure and actions available

Anna Voloshchuk avatar
Written by Anna Voloshchuk
Updated over 3 weeks ago

Once the item is created, it appears in your Library.

Each card features the item preview, its version, and language.

You can also use the buttons on the item card to perform the following actions:

Click

Action

View your item in Viewer that opens in a new tab.

Style the item in Editor that opens in a new tab.

View the item metadata and history on the Details page.

Unfold the item more options and select the required one.

Item more options

Depending on the item type, its more options can cover different functionality.

A complete list of more options for eWizard items allows the following:

Option

Action

Notes

Open

Open a folder.

Or double-click the folder itself.

Share

Share the item.

Two options are available: Share link and Assign users.

MLR Acceleration

Validate the content item before sending it for medical, legal, and regulatory approval.

Two options are available: Validate and Open MLR Acceleration.

Available for content items when the MLR validation functionality is configured in eWizard.

Tag

Add tags to the content item.

Available for e-Detailers, emails, and AEM websites
This option is unavailable for broadcast emails if SFMC is the target system and Internal is the Audience metadata value.

Export

Create a document, application, or item ZIP archive in the target system format.

The exported file is available for download with the link in your email.

Download source*

Download the content item ZIP archive in the eWizard-compatible format.

The archive is uploaded to your device, and you can edit it with the eWizard.js framework.
For portfolio e-Detailers, two options are available: Portfolio e-Detailer and Nested e-Detailer.

Upload new version

Upload the new item version from your device.

You can update the item with this option. For correct operation, you need a ZIP archive in the eWizard format.

Publish

Publish your item to a target system.

For the item approval and its further target use.

Test

Check the display of your emails/email fragments on target devices and in email clients.

Three QA tool options are available: Send a test, Device simulator, and Compare.

Publish (Test)

Publish the tagged content item to the target system for metadata analysis.
Send the broadcast email to SFMC for its further approval in eWizard.

Available for e-Detailers and emails when the centralized tagging feature is configured.
Available for broadcast emails when the approve SFMC mailout from eWizard feature is configured and users have proper permissions.

Publish (PROD)

Publish the broadcast email to SFMC and schedule its mailout from eWizard.

Available for broadcast emails when the approve SFMC mailout from eWizard feature is configured and users have proper permissions.

Open in Contentful

Open the content item in Contentful.

Available for e-Detailers and emails based on templates developed with the eWizard.js framework for usage in Contentful. Applicable also to content items previously opened in eWizard from Contentful.

View to approve

Open the content item in Viewer.

Available for e-Detailers and emails when the approval functionality of Veeva Vault documents and SFMC mailout from eWizard is configured.

Edit details**

Change the content item metadata.

You can change the content item details.
For Planner content items, only the Name value editing is available.

Make a copy**

Create the content item copy.

You can change the copy metadata. For this, delete the prepopulated values and select the required ones from the drop-down list.

Move to

Move the media asset or content item to the required folder.

In the Move to pop-up, the available folders are sorted by the latest updates. The recently updated folders appear first in the list.

Save as template

Add the content item to templates.

Available for e-Detailers, emails, and landing pages.

Remove from templates

Remove the content item from templates.

Available for e-Detailers, emails, and landing pages previously added to templates.

Rename

Modify your folder name.

*In Editor of portfolio e-Detailers, you can apply the following more options:

  • Portfolio e-Detailer—download a ZIP archive of the entire content item.

  • Nested e-Detailer—download a ZIP archive of the nested e-Detailer currently open in Editor. On the STRUCTURE tab, the option is locked when All is selected in the e-Detailer dropdown list.

**In the Edit details and Make a copy popups:

  • For emails, you can change the Type or Target system field values. The lists of options in these fields are interdependent. The lists of options in these fields are interdependent. The selected values for the Type and Target system fields determine the availability of the Audience metadata.

  • For banners, you can't change the content item size. However, you can create a new banner of the required size.

  • For portfolio e-Detailers, when the country or language metadata is changed, nested e-Detailers automatically inherit the updated values.

After deleting the shared item/folder, all your collaborators lose access to it. When this item/folder is restored, access is resumed.

Emails

Changing the email type in the Edit details and Make a copy popups requires the update of merge tags on the email layout. In such a way, you can ensure the correct behavior of the new email type in the target system. However, we recommend creating a new email of the correct type instead of editing details of the existing email.

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