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User

Publishing

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
  1. Open /portal/publishing on your site.

Steps

Use Approve

  1. Open /portal/publishing/approvals on your application domain, using the workspace account for this task.
  2. Find the form containing Decision note. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Approve. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
Decision noteComplete the visible field for the current selection; follow its validation message. The form’s example is Explain why this post is approved or what needs to change before it can be published.. Replace it with your own value.

Use Reject

  1. Open /portal/publishing/approvals on your application domain, using the workspace account for this task.
  2. Find the form containing Decision note. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Reject. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
Decision noteComplete the visible field for the current selection; follow its validation message. The form’s example is Explain why this post is approved or what needs to change before it can be published.. Replace it with your own value.

Use Copy post

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Select Copy post. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Create or update: Shorten Links / Shortening...

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Use the button shown for the current state: Shorten Links, Shortening.... Creation and editing can show different labels; submit the form once.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Use Save Caption

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Select Save Caption. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameRequired. 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.
TypeRequired. 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Use AI Caption

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Select AI Caption. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Use AI Image

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Select AI Image. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Create or update: Repurpose / Repurposing...

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Use the button shown for the current state: Repurpose, Repurposing.... Creation and editing can show different labels; submit the form once.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Create or update: Review / Reviewing...

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Use the button shown for the current state: Review, Reviewing.... Creation and editing can show different labels; submit the form once.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Create or update: Best time / Finding...

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Use the button shown for the current state: Best time, Finding.... Creation and editing can show different labels; submit the form once.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Create or update: Variant :number / Use this

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Use the button shown for the current state: Variant :number, Use this. Creation and editing can show different labels; submit the form once.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Use Variant

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Select Variant. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Use %

  1. Open /portal/publishing on your application domain, using the workspace account for this task.
  2. 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.
  3. Select %. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
ChannelChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
CaptionEnter 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 nameEnter 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.
TypeChoose 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 notesEnter 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 untilEnter the repeat until for this task, using the help or example shown by the form.

Use New Campaign

  1. Open /portal/publishing/campaigns on your application domain, using the workspace account for this task.
  2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
  3. Select New Campaign. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.

Create or update: Update Campaign / Create Campaign

  1. Open /portal/publishing/campaigns on your application domain, using the workspace account for this task.
  2. Find the form containing Campaign name, Status, Accent color. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Use the button shown for the current state: Update Campaign, Create Campaign. Creation and editing can show different labels; submit the form once.
  4. 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.
FieldWhat to enter or choose
Campaign nameRequired. Enter the campaign name for this task, using the help or example shown by the form. The form’s example is Holiday Launch 2026. Replace it with your own value. Maximum 120 characters.
StatusRequired. 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.
Accent colorRequired. Enter the accent color for this task, using the help or example shown by the form. Maximum 24 characters.
Starts onOptional unless the current form requests it. Enter the starts on for this task, using the help or example shown by the form. The form’s example is Start date. Replace it with your own value.
Ends onOptional unless the current form requests it. Enter the ends on for this task, using the help or example shown by the form. The form’s example is End date. Replace it with your own value.
DescriptionOptional unless the current form requests it. Enter the description for this task, using the help or example shown by the form. The form’s example is Campaign objective, audience, or rollout framing.... Replace it with your own value. Maximum 1000 characters.
Internal notesOptional unless the current form requests it. Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Operational reminders, approvals, dependencies, or scheduling context.... Replace it with your own value. Maximum 1000 characters.

Use Duplicate

  1. Open /portal/publishing/campaigns on your application domain, using the workspace account for this task.
  2. Find the form containing Campaign name, Status, Accent color. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Duplicate. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
Campaign nameEnter the campaign name for this task, using the help or example shown by the form. The form’s example is Holiday Launch 2026. Replace it with your own value.
StatusChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Accent colorEnter the accent color for this task, using the help or example shown by the form.
Starts onEnter the starts on for this task, using the help or example shown by the form. The form’s example is Start date. Replace it with your own value.
Ends onEnter the ends on for this task, using the help or example shown by the form. The form’s example is End date. Replace it with your own value.
DescriptionEnter the description for this task, using the help or example shown by the form. The form’s example is Campaign objective, audience, or rollout framing.... Replace it with your own value.
Internal notesEnter the internal notes for this task, using the help or example shown by the form. The form’s example is Operational reminders, approvals, dependencies, or scheduling context.... Replace it with your own value.

Use New Label

  1. Open /portal/publishing/labels on your application domain, using the workspace account for this task.
  2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
  3. Select New Label. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.

Create or update: Update Label / Create Label

  1. Open /portal/publishing/labels on your application domain, using the workspace account for this task.
  2. Find the form containing Label name, Status, Accent color. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Use the button shown for the current state: Update Label, Create Label. Creation and editing can show different labels; submit the form once.
  4. 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.
FieldWhat to enter or choose
Label nameRequired. Enter the label name for this task, using the help or example shown by the form. The form’s example is Launch. Replace it with your own value. Maximum 80 characters.
StatusRequired. 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.
Accent colorRequired. Enter the accent color for this task, using the help or example shown by the form. Maximum 24 characters.
DescriptionOptional unless the current form requests it. Enter the description for this task, using the help or example shown by the form. The form’s example is What this label should be used for across the publishing workflow.... Replace it with your own value. Maximum 500 characters.

Use Duplicate

  1. Open /portal/publishing/labels on your application domain, using the workspace account for this task.
  2. Find the form containing Label name, Status, Accent color. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Duplicate. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. 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.
FieldWhat to enter or choose
Label nameEnter the label name for this task, using the help or example shown by the form. The form’s example is Launch. Replace it with your own value.
StatusChoose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Accent colorEnter the accent color for this task, using the help or example shown by the form.
DescriptionEnter the description for this task, using the help or example shown by the form. The form’s example is What this label should be used for across the publishing workflow.... Replace it with your own value.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

  1. Stay in the same account/workspace and reopen the intended record or result screen.
  2. For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
  3. 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

ProblemWhat to check
The screen or action is missingCheck the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejectedRead 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 emptyCheck 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 pendingCheck 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
MethodSource-default route
LIVEWIRE/portal/publishing
LIVEWIRE/portal/publishing/drafts
LIVEWIRE/portal/publishing/queue
LIVEWIRE/portal/publishing/approvals
LIVEWIRE/portal/publishing/campaigns
LIVEWIRE/portal/publishing/labels
Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source keyHandler
composer.account_idsmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.captionmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.media_typemodules/AppPublishing/Livewire/PublishingCalendar.php
composer.media_itemsmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.network_optionsmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.schedule_modemodules/AppPublishing/Livewire/PublishingCalendar.php
composer.schedule_slotsmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.schedule_slots.*modules/AppPublishing/Livewire/PublishingCalendar.php
composer.repeat_rulemodules/AppPublishing/Livewire/PublishingCalendar.php
composer.repeat_untilmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.repeat_daysmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.repeat_days.*modules/AppPublishing/Livewire/PublishingCalendar.php
composer.label_idsmodules/AppPublishing/Livewire/PublishingCalendar.php
composer.campaign_idmodules/AppPublishing/Livewire/PublishingCalendar.php
form.statusmodules/AppPublishing/Livewire/PublishingCampaigns.php
form.colormodules/AppPublishing/Livewire/PublishingCampaigns.php
form.starts_onmodules/AppPublishing/Livewire/PublishingCampaigns.php
form.ends_onmodules/AppPublishing/Livewire/PublishingCampaigns.php
form.statusmodules/AppPublishing/Livewire/PublishingLabels.php
form.colormodules/AppPublishing/Livewire/PublishingLabels.php