User
Design Studio
Screen guide
Before you start
Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.
Open this feature
- Open /portal/design-studio on your site.
Steps
Choose a task
Use Copy post
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Copy post. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Create or update: Shorten Links / Shortening...
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Shorten Links, Shortening.... Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Use Save Caption
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Save Caption. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Required. Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. Maximum 120 characters. |
| Type | Required. Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Use AI Caption
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select AI Caption. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Use AI Image
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select AI Image. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Create or update: Repurpose / Repurposing...
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Repurpose, Repurposing.... Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Create or update: Review / Reviewing...
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Review, Reviewing.... Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Create or update: Best time / Finding...
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Best time, Finding.... Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Create or update: Variant :number / Use this
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Variant :number, Use this. Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Use Variant
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Variant. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Use %
- Open /portal/design-studio and select the record you want to work with. Its detail/edit address follows /portal/design-studio/compose/{token}. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel, Caption, Caption name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select %. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel | Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. |
| Caption | Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value. |
| Caption name | Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. |
| Type | Choose Manual, AI. |
| Search or pick labels... | Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content. |
| Internal notes | Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value. |
| Repeat until | Enter the repeat until for this task, using the help or example shown by the form. |
Fields and choices
Field descriptions appear beside each task above so that separate forms are not mixed together.
Check the result
- Stay in the same account/workspace and reopen the intended record or result screen.
- For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
- For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.
Common problems
| Problem | What to check |
|---|---|
| The screen or action is missing | Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint. |
| A field is rejected | Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice. |
| A list is empty | Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing. |
| A request is still pending | Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately. |
Technical reference
Role-scoped source references
Pinned commit: 1d0944d30f606782c9abf5b878224cdd3cd09b99
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /portal/design-studio |
| GET | /portal/design-studio/assets/{asset} |
| GET | /portal/design-studio/projects |
| POST | /portal/design-studio/projects |
| PUT | /portal/design-studio/projects/{id} |
| DELETE | /portal/design-studio/projects/{id} |
| PUT | /portal/design-studio/brand |
| POST | /portal/design-studio/upload |
| GET | /portal/design-studio/media/{id} |
| POST | /portal/design-studio/export |
| POST | /portal/design-studio/handoff |
| GET | /portal/design-studio/compose/{token} |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| revision | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| name | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| background | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| accent | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| color | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| font | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| logoId | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| image | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |
| caption | modules/AppDesignStudio/Http/Controllers/DesignStudioController.php |