Building Your Forum

The Forums application is designed for the group discussion and user-generated content in which participants with common interests can exchange their opinions on a subject.

The chapter provides you a guide to use all Forums features or to make Forums work in your desired manner.

  • Regular user

    Detailed instructions on how to do common actions that are for regular users, such as creating topics and posts, subscribing, using BBCode, or changing user settings.

  • Moderator

    Introduction to the Moderation tasks that are for moderators, and steps to perform them, including: moderating forums/topics/posts, viewing all pending moderation tasks, or banning IPs.

  • Administrator

    Details about advanced tasks that are for administrators only, including setting up the Forum portlet, managing categories/forums/users and other administrative tasks.

In Forums, the role of each user group is clear and very important. Each role has a set of tasks that they can execute. Administrators and moderators are responsible for setting up and maintaining Forums. With the highest rights, the administrators are in charge of the entire management tasks, including form configurations, users management, permissions, categories, forums, topics and messages. With sub-sets of administrative permissions, the moderators will manage the respective sub-sets of the forum.

The user interface will indicate which features are available to you, based on your role.

  • As a regular user, you will have the User bar and Action bar with the basic actions.

image0

  • As a moderator, you will have the User bar and Action bar with a sub-set of certain capabilities.

image1

  • As an administrator, you will have the Administration bar which is basically the User bar with more administrative actions. You also see the Action bar with the advanced actions on forums and categories. Most of management tasks are shown via these bars.

image2

To have an overall look of actions which users of each role can do in the Forums application, see the following table:

Features Description Administra tor Moderator Regular user Guest
Subscribing to RSS feeds Gets a link to a forum for easy sharing. OK1 OK2 OK3 OK4
Attaching a file Uploads an attachment to a topic/post, previews and downloads it. OK5 OK6 OK7 OK8
Bookmarks Bookmarks a category, forum, topic. OK9 OK10 OK11 NOK1
Creating a post Posts a reply, quote, private post, quick reply. OK12 OK13 OK14 NOK2
Editing your post Edits a post, quote and private post. OK15 OK16 OK17 NOK3
Deleting your post Deletes a post inside a specific topic. OK18 OK19 OK20 NOK4
Creating a topic Starts a new topic. OK21 OK22 OK23 NOK5
Editing a topic Edits a topic in a specific forum. OK26 OK25 OK24 NOK6
Deleting a topic Deletes a topic inside a specific OK27 OK29 OK28 NOK7
Locking/Unlocking a topic Locks/Unlocks a topic inside a specific forum. OK30 OK31 NOK8 NOK9
Adding a poll Adds a poll to a topic. OK32 OK33 OK34 NOK10
Rating a topic Evaluates a topic by rating stars. OK35 OK36 OK37 NOK11
Adding a tag Creates a new tag and tags a topic. OK38 OK39 OK40 NOK12
Sending private messages Sends or receives private messages. OK41 OK42 OK43 NOK13
Watching Subscribes to a category, forum, topic to receive email notifications of new posts or topics. OK44 OK45 OK46 NOK14
User settings Changes profile settings, personal forum settings. OK49 OK48 OK47 NOK15
Sticking/Unsticking a topic Sticks/Unsticks a topic inside a specific forum. OK50 OK51 OK52 NOK16
Locking/Unlocking a topic Closes/Opens a topic inside a specific forum. OK53 OK54 NOK18 NOK17
Splitting a topic Divides one topic into two separate topics. OK56 OK55 NOK19 NOK20
Merging topics

Combines two or more topics into

one.
OK57 OK58 NOK22 NOK21
Managing a poll Creates, edits, deletes, closes and reopens a poll. OK60 OK59 NOK23 NOK24
Moving a topic Moves one topic/post from a forum/topic to the other forum/topic. OK61 OK62 NOK26 NOK25
Approving a topic Changes a new topic/post from pending status to normal status so that guests and normal users can view. OK64 OK63 NOK27 NOK28
Uncensoring a post Allows a topic which has censored content to be displayed. OK65 OK66 NOK30 NOK29
Showing/Hiding a post Allows a post to be shown/hidden. OK68 OK67 NOK31 NOK32
Managing pending tasks Manages all topics/posts waiting for moderation in one place. OK69 OK70 NOK33 NOK34
Managing a watch Manages the subscription (watch), edits and deletes a subscribed email. OK72 OK71 NOK36 NOK35
Banning users Bans users from accessing specific forums or categories. OK73 NOK37 NOK38 NOK39
Adding a forum Adds a new forum to a specific category. OK74 NOK40 NOK41 NOK42
Editing a forum Changes the title, description, moderator, permissions of a forum. However, moderators cannot set moderators for a forum. OK75 OK76 NOK43 NOK44
Deleting a forum Deletes a forum from a specific category. OK77 NOK45 NOK46 NOK47
Locking/Unlocking a forum Locks a forum so that it can be viewed only. OK78 OK79 NOK48 NOK49
Closing/Opening a forum Closes/Opens a forum. The closed forums are still manageable by administrators and moderators. OK81 OK80 NOK51 NOK50
Moving a forum Moves a forum from one category to the other. OK82 NOK52 NOK53 NOK54
Exporting a forum Exports a forum in the format of a .zip or .xml file. OK83 OK84 NOK56 NOK57
Importing a forum Imports a forum from a .zip/.xml file into the Forums application. OK85 NOK58 NOK59 NOK60
Adding a category Adds a new category. OK86 NOK63 NOK62 NOK61
Editing a category Edits a category and changes its properties. OK87 NOK64 NOK65 NOK66
Exporting a category Exports categories in the format of a .zip or .xml file. OK88 NOK69 NOK68 NOK67
Importing a category Imports a category from a .zip/.xml file into the Forums application. OK89 NOK70 NOK71 NOK72
Deleting a category Deletes a category and all forums, topics, posts inside it. OK90 NOK75 NOK74 NOK73
Administrating Sorting Sorts forums, topics according to specific conditions. OK91 NOK76 NOK77 NOK78
Administrating Censor Defines keywords that will be censored in a forum. OK92 NOK81 NOK80 NOK79
Customizing an email notification Defines content of the email notifications. OK93 NOK82 NOK83 NOK84
Customizing BBCodes Adds, edits and deletes the BBCode tags used in writing posts/topics. OK94 NOK87 NOK86 NOK85
Setting up auto-pruning Sets up auto-pruning to clean a large amount of obsolete and inactive topics based on criteria. OK95 NOK88 NOK89 NOK90
Banning IPs Bans IPs in the whole Forums application (only administrators) and in specific forums only (administrators and moderators). OK96 OK97 NOK91 NOK92
Managing users Manages user’s profile, promotes users, bans users, views a topic and post of a specific user. OK98 NOK95 NOK94 NOK93

Note

(*): Regular users can only edit/delete their own posts/topics.

Regular user

This section describes actions that a regular user can perform in the Forums application of eXo Platform, including:

  • Topics

    Steps to create, edit, rate and tag/untag a topic, and how to create a poll.

  • Posts

    Steps to post a quick/advanced/private reply, to reply with a quote, to edit/delete a post.

  • Using BBCodes

    Details about BBCodes and how to use them.

  • Private messages

    Steps to send and receive a private message.

  • Bookmarks

    Steps to add/view and delete a bookmark.

  • Subscribing to RSS feeds

    The ways to get an RSS feed.

  • Watching

    How to watch your desired category/forum or topic.

  • Getting permalinks

    Steps to get permalinks of a specific forum/topic/category and share it with others

  • User settings

    Details about editing your profile, changing forum settings and editing your subscription.

Topics

This section represents all actions related to topics that a regular user can perform, including:

Creating a topic

  1. Go into the forum where you want to start a new topic.
  2. Click image3.

topic

3. Enter the topic title and its content. The title must be less than 100 characters (special characters are accepted). You may set other optional properties if you want.

  • Click Attach files to attach files to your message. The Attach File form is displayed.
    • Click Select File to select a file from your local device, then click Save to accept attaching your file to the message. The maximum size for the attachment is 20Mb.
    • Click image4 next to the attachment if you want to remove it.
  • Use BBCodes to format text, or
    to insert images, videos and links.

4. Click Preview to see the topic before submitting, or click Submit to complete your topic.

Sharing the topic on Activity Stream

When a topic is created, an activity containing the topic title and content, the number of replies, and average rating is also created on the Activity Stream.

Replies, rating image5, information about the added/closed/removed poll image6 and information about the edited/locked/unlocked/closed topic image7 are added to the activity as comments.

When a comment is added to the activity from the Activity Stream, it will be updated to the Forums application as a reply of the topic.

When the topic title and content is modified, the activity will be updated and a comment is added to the activity.

image8

  • Click the topic title to directly open it in the Forums application.
  • Click image9 to jump to the Forums application with the New Post form opening for you to reply the topic.
  • Click image10 to jump to the Forums application and view the latest reply.

Note

  • In a forum that enables moderation, new topics will need reviewing and approving by moderators before being published.
  • You may not have right to start topics if the administrators/moderators set the Starting topic permission on the category and/or the forum for specific users/roles/groups only.

When creating a topic, you can also add extra properties to this topic:

Setting the topic options

Going to the Options tab, you can select status, state, type of the topic and more.

image11

Details:

Field Description
Close the topic Sets the topic to open or close state.
Lock the topic Sets the topic to locked or unlocked status.
Stick the topic Checks this option to stick the topic. A sticky topic will be located at the top of the topics list. A sticky topic will not fall down in the list if any new posts are added.
Moderate the posts Checks this option if you want posts to be moderated before being published.
Notify on post Checks this option to enable the notification email when there are new posts in your topic.

Setting topic permissions

You can allow specific users/roles/groups only to view and reply on your topic by going to the Permissions tab. By default, all users can view and reply on a topic.

image12

To set the permission to certain users, you can enter their usernames manually;

Or, click

  • image13 to select users.
  • image14 to select users defined by specific roles. When ticking Restrict who can view in this topic to or Restrict who can post in this topic to, if you set the * membership for the selected group, all users of that group will be restricted to only viewing or posting in this topic.
  • image15 to select groups.

Then, click Add to perform adding the selected ones.

See here for more details.

Editing a topic

Regular users can only edit their own topic.

1. Open your desired topic and click image16 on the Action bar. For regular users, this button is only shown when you are the creator.

  1. Click Edit from the drop-down menu to open the Edit Topic form.

image17

3. Make changes to your desires. Also, leave the reason in the Reason field if needed.

  1. Click Submit to finish.

Creating a poll

Each topic may have a poll question with pre-defined options for users to select. As a regular user, you can only add a poll question to your own topic. Meanwhile, administrator and moderator can add the poll to any topics.

  1. Go to the topic you want to add a poll.

2. Click image18 on the Action bar, then select Add Poll from the drop-down menu.

  1. Enter the poll question and options.

Details:

image19 Poll Question: Question raised for polling that is required and must be less than 100 characters.

image20 Poll Options: Options which allow users to select as their answers. Click image21 to remove a poll option. And, click image22 to add a poll option.

image23 Close Poll: Period after which the poll is closed.

image24 Users may change their votes: Allows users to change their votes or not.

image25 Allow Multiple Choices: Allows users to vote for multiple options or not.

4. Click Submit Poll to complete. The topic that contains the poll is marked with image26 in the topics list.

image27

To perform further actions on this poll, simply left-click More Actions on the Poll panel to open the drop-down menu. Here, you can edit, close/reopen or remove the poll by clicking the relevant button.

imagem

Rating a topic

The Forums application provides an intuitive rating experience through a five-star scale. Your choice of five stars means the highest rating for the topic.

  1. Go to the topic you want to vote.
  2. Click image28 on the Action bar.

The Rate This Topic form will appear.

image29

3. Rate the topic by clicking the star. The number of selected stars will be changed from grey into yellow.

  1. Click Close to quit the form.

Note

Each user can only vote for a topic once. The function is disabled in closed topics and with banned users.

Tagging a topic

This function is for all logged-in users. Tags are keywords which are used as labels to describe or categorize the topic content. One topic may have several tag names. Using tags allows you to categorize topics based on the actual content. Even, it can be a better way to find a specific topic than a full-text search.

  1. Click image30 on the Action bar.

An input text box will pop up.

image31

2. Enter a tag name or multiple tags separated by a space or select existing tags in the suggestion list that appears when typing.

  1. Press Enter or click Add Tag button.

Tags which are assigned to the topic appear as below.

image32

Untagging a topic

The first way

  • Simply click image33 next to that tag.

The second way

This way allows you to untag one or multiple topics.

1. Click a tag name which you want to remove from all tagged topics. You will be be directed to the tags management page which shows all topics assigned a same tag.

  1. Tick your desired topic checkboxes from the topics list.

3. Click image34 on the Action bar, then select Untag from the drop-down menu.

  1. Click OK in the confirmation message to remove this tag.

Posting a reply

To post a reply, select the topic you want to reply to. You can reply to any topic as long as it is not closed and restricted. While you are viewing the topic, there are many ways to reply:

image35

Posting a reply with Rich text editor

You can post a reply with the Rich text editor as follows:

  1. Go to the topic you want to post a reply.
  2. Click image40 on the top or bottom of the topic.

3. Enter your message in the textbox. Use:ref:`BBCodes <Regularusers-UsingBBCodes>`to format texts, or insert images, videos and links.

image41

Optionally, you can attach files to the topic by clicking Attach Files. The attachment size must be less than 20Mb.

  1. Optionally, click Preview to view your reply before submitting it.
  2. Click Submit to finish.

Posting a quick reply

You can post a reply quickly with plain texts without taking into account its format.

  1. Scroll down to the bottom of the topic to see the Quick Reply box.

2. Enter your message. Use BBCodes to format text, or insert images, videos and links.

  1. Optionally, click Preview to view your reply before submitting it.
  2. Click Quick Reply to submit you message.

Replying with a quote

You can include a quote from the previous message in your reply to a specific post. This may substantially increase the readability of the discussion topics when it is used correctly.

  1. Click image42 under the post you want to quote.

This will bring up the “Quote” form, with the previous message already quoted in the textbox.

image43

  1. Enter your message. Edit the quotation if necessary.

The quoted content is wrapped between BBCodes tags [QUOTE][/QUOTE] which is automatically generated. Add your message content before or after this quoted content.

To add a block quotation to your text, simply click image44 from the WYSIWYG editor toolbar.

image45

The block quotation appears on the location of your cursor with the format as below:

image46

  1. Click Submit to finish.

Posting a private reply

Note

This function is available only if the topic’s author is not suspended.

You can send a private reply in a topic, which only allows the responded user to view the message content.

  1. Go into the topic you want to post the reply.
  2. Click image47 under the post to open the Private Post form.

3. Enter your message and send it as described in the Posting a reply with Rich text editor section.

Note

Private posts will not be checked for approval when they are posted in a topic that has the ‘Posts moderation’ enabled. Private posts are displayed with the ‘Post Private!’ label.

Editing/Deleting your post

Editing your post

This function is to make changes on the post which has been submitted.

  1. Click image48 under the post you want to edit.

2. Make changes on the post, then click Submit to accept your changes. When you edit your post, you also can upload attachments, or delete existing ones.

Deleting your post

Simply click image49 under your post that you want to delete, then click OK in the confirmation message.

Using BBCodes

BBCodes (Bulletin Board Codes) are special tags in bulletin boards that help users enrich their posts with formatting and inclusions. They are useful to provide guarded formatting capabilities to the forum users without the risk of breaking the HTML markup of the page. BBCode itself is similar in style to HTML: tags are enclosed in square braces “[” and “]” rather than “<” and “>” and it offers greater control over what and how something is displayed.

Depending on the BBCode template customized by administrators only, you may find it very easy to add BBCodes to your posts through a toolbar above the message area on the posting form. You can either type the BBCode tags manually or use the toolbar in the posting form. To easily get the BBCode tags without typing them, simply click the respective icon which is shown on the toolbar above the message area.

image50

Click image51 on the toolbar to get the full list of built-in BBCode explanations and examples.

image52

Private messages

Private messages will not be moderated and only viewable for recipients. Only logged-in users can do the following actions on private messages:

Sending a private message

1. Click the username or avatar of the user you want to send message, then select Send Private Message from the drop-down menu.

image53

The Private Messages form will appear.

image54

  1. Enter the username of the other recipients;

Or, click the icons next to the Send to field to select more others (if you want to send to many users at the same time). Note that if you select a group with the * membership, all users of that group will receive the message, regardless of their membership role.

  1. Type your message title and content.
  2. Click Send to send the message.

Receiving a private message

When you have received a private message, there will be a notification on your User bar.

image55

Click image56 to open the Private Messages form.

image57

Details:

image58 Inbox: Where to view or delete received messages.

  • Click the message title to see its content.

  • Click image59 to reply the message. You will be redirected to the Compose New Message tab.

    image60

    Enter the message content into the Message field, then click Send.

Note

You can also send your message to other users. See here for more details.

  • Click image61 to delete the message.

image62 Sent Messages: Where to view or delete your sent messages.

image63 Compose New Message: Where to compose new messages.

Bookmarks

In the Forums application, the Bookmark function is to collect links to a category, forum or topic you have visited, so that you can return to that category, forum or topic directly. Bookmarks can be created and managed by yourself through the following actions:

Adding a bookmark

This function is for all logged-in users to save links to categories, forums or topics into the Forum Bookmark.

  1. Go into the object (category, forum or topic) you want to bookmark.
  2. Click image64 on the Action bar;

Or, right-click the object title and select Bookmarks from the drop-down menu. The bookmarked link will be added to your bookmarks list.

Viewing a bookmark

To view a bookmark, click image65 on your User bar. This will bring up the My Bookmarks form, with the list of your bookmarked links. To view a bookmark, click your desired bookmark title from the list.

image66

Deleting a bookmark

Simply click image67 corresponding to the link that you want to delete.

The selected bookmarks will be removed from the bookmarks list.

Subscribing to RSS feeds

This function is for all users to subscribe to a specific category, forum, topic. If there are any changes, the feed of the subscribed category, forum or topic will be updated. To get the RSS feed, click image68 on the Action bar.

Or right-click the item you want to subscribe to and click RSS from the drop-down menu.

image69

Depending on which browser you are using, the next step may be different. The browser used in this example is Firefox 19, which use the Firefox Live Bookmark.

image70

The RSS feed on Firefox will look like:

image71

  • Category feeds contain all posts from all topics in all forums in a category. The category feeds shows the title (title of the category), description (category description), link (permalink to the category), pubdate (creation date of the category).
  • Forum feeds contain all posts in all topics in a forum. The forum feeds show title (name of the forum), description (description of the forum), link (permalink of the forum), pubdate (creation date of the forum).
  • Topic feeds contain all posts in a topic. The topic feeds show title (title of the topic), description (the content of the topic’s initial post), link (permalink to the topic), pubdate (the creation date of the topic).

Watching

This function is for all logged-in users to keep track of changes in categories, forums or topics via email notifications. Whenever there are new changes, such as new categories, topics, posts created, you will receive a notification.

Watching a desired object

Go into the object (category, forum or topic), then click image72 on the Action bar;

Or, right-click the object title and select Watch from the drop-down menu.

image73

The watched objects are also listed in the My Subscriptions tab in the Settings form. When being unwatched, they will automatically be removed from this list.

You will receive the notification message of the successful watching. You will receive the email notifications about new posts/replies of the forum that you are watching as well. In the email notification, you will be provided links that help you go directly to the topic or go to reply to the post. After clicking this link, the new posts in your watched topic will be highlighted.

Note

Once a category/forum or a topic has already been watched, the Unwatch option will appear in the right-click menu or on the Action bar, so you can unsubscribe from the object.

User settings

You may configure your preferences in Forums, such as personal profile, Forums settings and subscriptions.

Click image76 on the User bar to go to the Settings form. Once you opened the Settings form, you can control your personal settings, options and preferences via the following actions:

Editing your profile

By selecting the Profile tab, you can see your personal information and other preferences.

image77

Here, you can:

  • Edit your screen name and title displayed in forums in the Screen Name and User Title fields. The User Title field allows Administrators only to edit.
  • Edit your signature which will be displayed at the bottom of your post. Enter your signature in the Signature textbox. Tick/Untick the Display Signature checkbox to enable/disable your signature.
  • Change your avatar by clicking the Update link. Tick/Untick the Display Avatar checkbox to show/hide your avatar.
  • Follow your created topics by selecting the Watch topics I start checkbox. You will receive email notifications when there are any new posts added to your topics.
  • Follow topics which you have posted by ticking the Watch topics I post in checkbox. You will receive email notifications when there are any new posts added to the topic.

Changing forum settings

Go to the Forum Settings tab in the Settings form. You can change preferences, such as time zone, date and time formats, and other display options.

image78

Editing your subscription

Go to the My Subscriptions tab in the Settings form, where you can update or delete existing subscriptions.

image79

  • In image80 column, you can subscribe or unsubscribe your subscriptions by selecting/deselecting the respective checkboxes, then click Save. The selected objects (categories, forums, topics) will be updated to the Your personal feed URL is field. You can use this link to view the content of your subscriptions.
  • In the image81 column, you can edit your subscription email by ticking the checkbox corresponding to it, then enter a new email address into the Your watches are sent to field. Click Update to add your entered email addresses in the image82 column.
  • Click image83 to remove your watched category, topic, post. After being removed, you will no longer receive any email notifications of the removed object.

Moderator

Moderators of a forum are responsible for managing content of posts and replies before and after they are posted to the category where they are assigned as moderators.

As a moderator, you can do the followings:

  • Moderating forums

    Details about how to edit, lock/unlock, close/open and move a forum.

  • Moderating topics

    Details about how to approve, edit, close/open, move, delete, lock/unlock, stick/unstick, and split a topic, or merge topics.

  • Moderating posts

    Details about how to approve, delete, move, hide, show and uncensor a post.

  • Viewing all pending moderation tasks

    Information about pending moderation tasks, how to approve or delete a pending topic/post.

  • Banning IPs

    Details about how to ban IPs on a specific forum.

Moderating forums

Note

Moderators can manage all the forums inside their assigned categories.

Moderating forums includes the following actions:

Editing a forum

  1. Go into the relevant forum.

2. Click image84 on the Action bar, then click Edit from the drop-down menu.

3. Edit the forum properties. See Managing forums for more details.

image85

  1. Click Save to save all the changes.

Locking/Unlocking a forum

Locking a forum will prevent all members from creating new topics and posting replies in this forum. All topics in a locked forum will be locked also, but their content is still viewable. Moderators can only lock/unlock the forum that they manage.

  1. Go into the forum.

2. Click image86 on the Action bar, then click Lock/Unlock from the drop-down menu.

Note

You can also lock/unlock a forum while editing the forum by selecting the Locked/Unlocked status.

Closing/Opening a forum

Closed forums are invisible to regular users. To administrators and moderators, the content in a closed forum is still viewable, but creating topics and comments is disabled. Moderators can only close the forum that they are assigned to manage.

  1. Go into the forum you want to close or open.

2. Click image87 on the Action bar, then select Close or Open from the drop-down menu.

Note

You can also close/open a forum while editing the forum by selecting the Closed/Open state.

Moderating topics

Moderating topics includes the following actions:

Approving a topic

Moderators can approve pending topics in forums that enable the Moderate Topic option. All new topics added to these forums will be pending for approval. It means that nobody can view these topics except administrators and moderators of the forums. Pending topics are only viewable for regular users when they are approved.

The administrator and moderator will know the total number of pending topics at the right corner of their Forums Administration bar and User bar.

image88

Moderator can view the list of topics to be moderated. See Viewing all pending moderation tasks for more details.

Approving a topic

The first way

1. Open the forum you moderate and tick topics with the Pending label, then click image89 on the Action bar.

Or, open a Pending topic, then click image90 on the Action bar.

  1. Click Approve from the drop-down menu.

The second way

  1. Open the forum you moderate.

2. Click image91 on the Action bar, then click Approve from the drop-down menu. The Unapproved Topics List form opens.

3. Select checkboxes corresponding to the topics you want to approve. You can preview the topic when hovering your cursor over the topic title.

image92

4. Click Approve to accept your approval. Approved topics are shown normally for regular users to view and take some actions.

Editing a topic

The first way

  1. Select a topic to edit by ticking its respective checkbox.

2. Click image93 on the Action bar, then click Edit from the drop-down menu that appears.

image94

3. Make changes on the topic. Leave the reason for editing in the Reason field if needed.

The second way

Follow the steps in the Editing a topic section for regular users.

Closing/Opening a topic

Only administrators and moderators can perform these actions. Closed topics will be invisible to regular users. Moderator can only close or open topics in the category that he manages.

1. Select a topic by ticking its relevant checkbox, then click image95 on the Action bar if you are in a topics list;

Or, click image96 on the Action bar if you are in a topic.

  1. Click Close or Open from the drop-down menu.

Note

You can also close/open a topic while editing the topic by ticking/unticking the Close the topic checkbox in the Options tab.

Moving a topic

Only administrators and moderators can perform this action. This function is used to move topics from a forum to another one. Moderator can only move topics between forums that he manages.

1. Select a topic by ticking its relevant checkbox, then click image97 on the Action bar if you are in a topics list;

Or, click image98 on the Action bar if you are in a topic.

  1. Click Move from the drop-down menu.
  2. Click a destination forum to move.

image99

Note

The moderator of a forum will be checked for permission. The moderator cannot move topics to:

  • Closed/locked forums that he does not manage.
  • Forums to which he does not have the right to add topics.
  • Forums which are in categories that he is restricted.

Therefore, only the forums to which the moderator can move topics are shown in the list of destination forums.

Deleting a topic

1. Select topics by ticking their corresponding checkboxes, then click image100 on the Action bar if you are in a topics list;

Or, click image101 on the Action bar if you are already in a topic.

  1. Click Delete from the drop-down menu.
  2. Click OK in the confirmation message to accept your deletion.

Locking/Unlocking a topic

This function is for administrators and moderators only to lock inappropriate topics. All posts in a locked topic are still viewable, but posting replies will be disabled.

1. Select a topic by ticking its corresponding checkbox, then click image102 on the Action bar when you are in a topics list;

Or, click image103 on the Action bar when you are in a topic.

  1. Click Lock or Unlock from the drop-down menu.

Note

You can also lock/unlock a topic while editing the topic by ticking/unticking the Lock the topic checkbox in the Options tab.

Sticking/Unsticking a topic

This function is for administrators and moderators only to stick topics which will be located at the top of the topics list. The topics will not fall down the list if any new posts are added.

1. Select a topic by ticking the corresponding checkbox, then click image104 on the Action bar when you are in a topics list.

Click image105 on the Action bar if you are already in a topic which you want to stick/unstick.

  1. Click Stick or Unstick from the drop-down menu that appears.

You can see the sticked topic in the top of the topics list.

image106

When creating a new topic, you can also make this topic sticked by ticking the Sticky checkbox in the Options tab.

Note

You can also stick/unstick a topic while editing the topic <EditingTopic> by ticking/unticking the Stick the topic checkbox in the Options tab.

Merging topics

When there are two or more related topics, you may want to merge these topics into one.

  1. Go to the topics list.
  2. Select more than two topics to be merged by ticking their checkboxes.
  3. Click image107 on the Action bar.

4. Click Merge from the drop-down menu that appears. The Merge Topics form opens.

image108

5. Select a destination topic which will be the main entry of the merged topic from the list of the existing topics.

6. Give one name for the new topic in the New Topic Title field if you want.

  1. Click Save to accept.

After being merged, selected topics will be joined into one topic. All posts of the other topics are displayed as posts below the main entry.

Splitting a topic

A topic with more than two posts can be split into separate topics.

  1. Go into the topic you want to split.

2. Click image109 on the Action bar, and select Split from the drop-down menu. The Split Topic form opens.

image110

  1. Enter the name for the new topic in the New Topic field.
  2. Select posts by ticking their respective checkboxes.
  3. Click Save to complete.

The new topic will be displayed in the topics list with the new name. The last selected post will become the main entry of the new topic.

Moderating posts

As a moderator, you have some specific rights on a post. To moderate a post, you need to select that post first by ticking its relevant checkbox.

image111

Next, click image112 on the Action bar and select your desired action from the drop-down menu. All the moderation actions will be reached via this menu.

image113

Approving a post

All posts in a topic that requires post moderation will not be viewable before approval. This function is to approve posts which have the Pending for Approval! label beside the topic title.

image114

You can select to approve a single post or multiple posts at the same time. The moderator can view the list of tasks to be moderated. See Viewing all pending moderation tasks for more details.

The first way

  1. Select the posts to approve.

2. Click image115 on the Action bar, and select Approve from the drop-down menu.

The second way

1. Click image116 on the Action bar, and click Approve from the drop-down menu. The Posts to Approve form opens.

  1. Select checkboxes corresponding to the posts you want to approve.

Note

You can preview a post before approving by hovering your cursor over the post title or click the post title to open the View Post form, then click Close to quit this form.

  1. Click Approve to accept your approval.

Approved posts are shown normally for regular users to view and take some actions.

Deleting a post

The first way: Delete one or many posts at the same time.

  1. Tick the checkboxes corresponding to the posts you want to delete.

2. Click image117 on the Action bar, then select Delete from the drop-down menu.

  1. Click OK in the confirmation message to accept your deletion.

The second way: Delete one post only.

  1. Click image118 under the post you want to delete.
  2. Click OK in the confirmation message to accept your deletion.

Moving a post

You can move posts to a topic of your choice.

  1. Select the post that you would like to move.

2. Click image119 on the Action bar, then select Move from the drop-down menu.

  1. Select a destination topic in the topics list that appears.

The moderator will be checked for “Move” permission. He can only move posts inside the forum that he manages. Therefore, at the destination topics list, only the topics which the Moderator has the “move” permission, are listed.

Hiding/Showing a post

Hiding a post

When a post is hidden, only administrators and moderators can view and manage it.

  1. Tick checkboxes corresponding to posts which you want to hide.

image120

2. Select image121 on the Action bar, and click Hide from the drop-down menu.

After being hidden, the hidden posts are marked with the ‘Post Hidden!’ label which cannot be viewed by regular users.

Showing a post

You can show a single or multiple hidden posts at the same time:

The first way

  • Select hidden posts and click image122 on the Action bar, then click Show from the drop-down menu.

The second way

1. Click image123 on the Action bar, then select Show from the drop-down menu.

  1. Select hidden posts by ticking their checkboxes.
  2. Click Show.

Uncensoring a post

The administrators and moderators can uncensor all topics, posts containing censored keywords. These censored keywords are specified by Administrator. All topics and posts containing these keywords will be labeled with Censored and Post Censored! respectively.

The first way

  • Follow this method to uncensor a specific post/topic.
  1. Select censored posts/topics by ticking their checkboxes.

2. Select image124 on the Action bar, then click Censor from the drop-down menu.

The second way

  • Follow this method to uncensor posts/topics in the list of existing hidden posts/topics.

1. Click Moderation on the Action bar, then select Censor from the drop-down menu. A list of hidden posts appears.

  1. Select hidden posts by ticking their relevant checkboxes.
  2. Click Approve.

Viewing all pending moderation tasks

Administrators and moderators can manage all pending tasks in Forums easily. The total number of pending topic/posts that need to be moderated are shown right on the User bar/Forums Administration bar.

image125

To open the list of pending tasks, click Pending on the User bar.

The pending topics and posts are shown in the Waiting for Approval form.

image126

This form lists all the pending topics, posts and the created dates. From here, you can approve or delete topics/posts.

Approving a pending topic/post

  1. Click the topic/post title in the list.
  2. Click Approve to accept approving the topic/post.

Deleting a pending topic/post

  1. Click the topic/post title in the list.
  2. Click the Delete This Topic/Delete This Post button.

The pending topic/post will be removed completely from the pending list and its forum.

Banning IPs

This function allows banning IPs that may be used by users who abuse the forum functions or violate the forum rules and policies.

This function is similar to the Banning IPs tool used by administrators. However, the Ban IPs tool used by administrators can ban IP from all forums, while moderators can only ban IP from forums which he manages.

Banning IP on a specific forum

  1. Go to the forum you want to ban IP.

2. Click image127 on the Action bar, then select Banned IPs from the drop-down menu. The Banned IPs form opens.

image128

Do the same actions as the Banning IPs section of Administrators.

Administrator

With the highest rights, administrators are in charge of the entire management tasks. In other words, administrators have the global role of doing significant jobs, including:

  • Setting up the Forum portlet

    Steps to configure the Forum portlet, how to specify the category scoping, to enable/disable the Forum components and a bookmarkable Forum URL.

  • Managing categories

    Steps to add, edit and delete a category.

  • Managing forums

    Steps to add a new forum, to configure the moderation settings and to delete a forum.

  • Managing users

    Steps to promote a user, to modify the forum settings, and to ban users.

  • Administrative tasks

    Details about how to configure Sort settings, to define censored keywords, to customize email notifications/BBCodes, to set up auto-pruning, to ban IPs, and to back up a category/forum.

Setting up the Forum portlet

You can set up the Forum portlet to make it work in your desired way.

  1. Open the Page Editor page by following one of two ways below:

The first way:

  • Click image129 –> Portal –> Pages.

    image130

    The Page Manager page will be displayed.

    image131

  • Click image132 that corresponds to the Forum page in the pages list.

The second way:

  • Open the Forums application, then click image133 –> Page –>
    Edit Layout.

The Page Editor page appears:

image134

2. Hover your cursor over the Forum portlet, then click image135 in the quick toolbar to open the Edit Mode tab.

image136

This form allows you to configure the Forum portlet in various aspects via the following actions:

Specifying the category scoping

In the Scoping tab, you can show/hide categories and forums in the Forum portlet by selecting or deselecting their respective checkboxes.

Enabling/Disabling Forums components

In the Panels tab, you can enable/disable some components in the Forum portlet by simply selecting/deselecting checkboxes of the components respectively.

image137

The following components can be enabled/disabled:

  • Show Poll
  • Moderators
  • Show Quick Reply
  • Show Icons Legend
  • Show Rules
  • Show Statistics

Enabling/Disabling a bookmarkable Forums URL

Before doing this function, you first need to have knowledge of Ajax. Ajax (Asynchronous JavaScript and XML) is used in the Forums application, aiming at updating a whole webpage or a part of the webpage.

image138

This feature defines how the links are generated in the Forum portlet. You can select to use Ajax or not.

  • By not using Ajax, Forums will generate plain URLs in the links. The added benefit will be bookmarkability and better SEO as the links will be permalinks.
  • Using Ajax, the links will be Javascript based and generate Ajax calls. This makes your browsing faster because the whole page is not reloaded.

Managing categories

Only administrators can do categories-related management tasks. To manage forums better, the administrators usually build a good forum structure using categories. So, a category is a set of forums containing all discussions about the same subject. See the following diagram to learn about the typical structure of a forum.

image139

Adding a new category

Only when you are assigned as an administrator, you can do this function. Normally, one category is created as public and it allows everyone to access without any restrictions. Meanwhile, one restricted category only allows specific users/groups/memberships to access. Also, you can assign moderators to your category and specify a set of permissions for members in the category.

1. Click image140 on the Forums Administration bar. The Category form will be displayed.

2. Enter the category title into the Title field which is required. Its length must be between 1 and 100 characters (Special characters and spaces are accepted).

In the Category tab, optionally you can also:

  • Enter the order of category in the numeric format into the Order field.
  • Give a brief description for your category into the Description field.
  • Create a category restricted which allows specific users/roles/groups only to have access via one of the following ways:

    • The first way

      Enter names of users/groups/memberships into the Restricted Audience textbox. The different values are separated by commas.

    • The second way

      Use selectors next to the Restricted Audience textbox.

      Selecting a specific user: Click image141 to open the Select User form, then check your desired users and click Add to accept your selection.

      Selecting all users with a specific role in a group:

      i. Click image142 to open the Select Role form.

      ii. Select a group on the left panel and a specific role on the right panel.

..note:: If you select * on the right panel, it means that all members of the group are selected.

Selecting a group of users:

i. Click image143 to open the Select Group form.

ii. Select a group on the left panel and its sub-group on the right panel.

If the group on the left panel does not have any sub-groups and you want to select it, click the Select this Group link.

Note

The Restricted Audience field is empty, it means any users can access the category.

  1. Optionally, set category permissions.

By default, all users have rights to start topics, add and view posts in forums of a category. However, you can set these permissions and assign the moderator role to specific users/roles/groups.

  • Select the Permissions tab.

    image144

  • Do the same as setting the Restricted audiences of a category.

  • Click Add to add selected users/roles/groups to the permissions list.

  • Tick the checkboxes corresponding to the rights you want to grant to the users/roles/groups.

To remove permissions of the users/roles/groups from the list, click the corresponding image145 icon.

Note

  • When granting the moderator to a specific user/role/group, to allow other users to start topics, add/view posts, you should uncheck these rights of the moderator. The moderator of a category can manage all forums in the category.
  • When granting any permissions above, if you set the * membership for the selected group, this permission will be granted to all users of that group, regardless of their membership role.
  1. Click Save to finish.

Note

In eXo Platform, each space forum belongs to a category named “spaces” and there is only one forum per space. You cannot therefore create new categories within each space forum.

Editing a category

1. Select a category to edit from the Forums homepage, then click image146 on the Action bar when you are in the categories list.

  1. Click Edit from the drop-down menu.
  2. Make changes on the category properties.
  3. Click Save to save your changes.

Deleting a category

1. Select a category that you want to delete from the Forums homepage, then click image147 on the Action bar.

  1. Click Delete from the drop-down menu.
  2. Click OK in the confirmation message to accept your deletion.

Note

When a category is removed, all its forums are also removed.

Managing forums

Forums management can be performed through the following actions:

Adding a new forum

  1. Open the Forum form by following either of two ways below:

The first way

  • Click image148 on the Forums Administration bar.

The second way

  • Go into the category to which you want to add a new forum.

  • Click image149 on the Forums Administration bar;

    Or, click image150 on the Action bar and select Add Forum.

    image151

The Forum form will be displayed:

image152

2., Enter the forum title which is required. Its length must be less than 50 characters, including spaces.

Optionally, you can:

  • Select the category to which you want to add your forum by clicking Add Forum to Category and selecting one from the categories list.

Note

If you follow this way, you cannot change the pre-selected category.

  • Enter the order for your forum that must be in the positive integer format.
  • Select the forum state.
  • Select the forum status.
  • Give brief description for your forum.
  1. Click Save to finish.

The administrators and moderators of a forum may want to get updated of what is new in forums under their management. This can be done when creating a new forum.

Configuring the moderation settings

When creating a forum, you can set moderation-related options.

  1. Select the Moderation Options tab in the Forum form.
  2. Do actions in the relevant fields.

image153

Details:

Field Description
Auto-fill the moderator’s email Checks this option if you want the moderator’s email is auto-filled. The email address will be taken from the moderator profile.
Email addresses to notify when there is a new post Enters the list of email addresses which will get the notification if any new post is created. This field will be filled automatically if the Auto-fill the moderator’s email is checked.
Email addresses to notify when there is a new topic Enters the list of email addresses which will get the notification if any new topic is created. This field will be filled automatically if the Auto-fill the moderator’s email is checked.
Moderate Topics By default, new topics must be always approved and visible to everyone. If this option is selected, new topics will be pending for approval before being viewable.

Setting forum permissions

While creating a new forum, you can assign the moderator role or rights to start topics, add and view posts in the forum to specific users/roles/groups. To do this, select the Permissions tab in the Forum form and follow this step.

Note

  • When granting the “moderator” role to a specific user/role/group, to allow other users to start topics, add/view posts, you should uncheck these rights. The moderator of a forum only has right to manage the forum.
  • If you do not set the starting topics, posting, and viewing posts permissions for any users/roles/groups, and the category which includes the forum is not set permissions, it means all users can do these actions.
  • When granting any permissions above (moderate, start topics, post or only view posts in a forum), if you set the * membership for the selected group, this permission will be granted to all users of that group, regardless of their membership role.

Deleting a forum

Only administrators can perform this action. When a forum is removed, all of its topics will then be deleted.

  1. Go into the forum you want to remove.

2. Click image154 on the Action bar, then select Delete from the drop-down menu.

  1. Click OK in the confirmation message to accept your deletion.

Moving a forum

You can move a forum to another category as follows:

  1. Go into the forum you want to move.

2. Click image155 on the Action bar, then select Move from the drop-down menu.

A list of existing categories will appear. Select a destination category to which your selected forum will be moved.

image156

Managing users

To take this action, click image157 on the Forums Administration bar. The Manage Community form will be displayed.

image158

Here, by clicking image159, you can do the following management actions:

  • :ref:Promoting a user <ManagingUsers.PromotingUser>`
  • :ref:Modifying user’s forum settings <ManagingUsers.ModifyingUserForumSettings>`
  • :ref:Banning users <ManagingUsers.BanningUsers>`

Note

You can first search for your desired users to do the management actions quickly.

Promoting a user

image160

In the Profile tab, you can modify the user’s profile in the following fields:

Field Description
Screen Name The name displayed in Forums.
Title The title representing the role of user, by default. However, you can enter anything you want.

Also, you can promote your selected user to an administrator or a moderator by editing the following fields:

Field Description
Forum Administrator Grants the Administrator role to a selected user or not. The Administration role of the default administrator cannot be edited in the Manage Community form.
Moderator of Categories The list of categories moderated by the selected user. Click image4 to select a category.
Moderator of Forums The list of forums moderated by the selected user. Click image5 to select a forum.

Modifying user’s forum settings

You can modify the forum settings set by your selected user by going to the Settings tab in the Manage Community form.

image161

For the detailed descriptions in the User Settings form, see User settings.

Banning users

This function is to ban users from the Forums application or specific forums and categories. To do so, go to the Ban User tab and tick the Banned checkbox image162.

image163

Details:

image164 Duration: The interval during which the user will be banned. This field is only edited when the ‘Banned’ field is ticked. In the ban duration, the banned user only can view forums and topics but he/she cannot post replies or send messages.

image165 Reason: The reason for banning this user.

image166 Ban Count: The number of times that this user was banned.

image167 Ban Log: Other log information.

image168 Ban Date: The date when the ban takes effect.

Administrative tasks

All of administrative tasks can be reached via the menu that appears after clicking image169 on the Forums Administration bar. You can select a desired action from the following drop-down menu.

image170

The administrative tasks include the following actions:

Configuring Sort Settings

Click image171 on the Forums Administration bar, then click Sort Settings from the drop-down menu. The Sort Settings form opens. Now, you can set properties for how forums and topics are sorted in Forums.

image172

  • Sort Forums by: Sort forums by several criteria: name, order, lock status, creation date, modification date, topic count and post count.
  • Direction: Sort forums in the Ascending or Descending order.
  • Sort Topics by: Sort topics by name, lock status, creation date, modification date, date of last post, post count, view count, attachments count.
  • Direction: Sort topics in the Ascending or Descending order.

Defining censored keywords

Censored keywords are those which are specified as inappropriate in the Forums application. If any topics or posts contain censored keywords, they will be hidden until being verified by Administrators or Moderators. The Censor Keyword form will be displayed.

1. Click image173 on the Forums Administration bar, then click Censor Keywords from the drop-down menu. The Censor Keyword form appears:

image174

2. Entercensored keywords in the Censored Keywords field. The keywords are separated by commas.

  1. Click Save to complete defining the censored keywords.

Customizing an email notification template

If there are new posts in the category, forum or topic that a user has watched, the user will receive the email notification like this.

image175

This section will describe how to create and edit the email templates that can be used to send email notifications to users.

Click image176 on the Forums Administration bar and click Notifications from the drop-down menu to open the Notifications form.

image177

The Notifications form consists of two tabs:

  • New Posts Notification: Customizes the template of the email notification when there is a new post/topic in categories/forums/topics that users are watching.
  • Moved Notification: Customizes the template of the email notification when a category/forum/topic/post which is being watched is moved to another location.

Details:

  • Subject: The notification subject.
  • Add a prefix to notifications: Ticks the checkbox to add a prefix to the email notification.
  • Content Notification: The template content of the email notification of new topics/posts that can be modified with the built-in Editor.

The followings are variables which can be used in the template:

The common variables for both tabs:

  • VIEWPOST_LINK: Will be replaced by the public link referring to the new topic/post.
  • $VIEWPOST_PRIVATE_LINK: Will be replaced by the private link referring to the new topic/post.
  • $REPLYPOST_LINK: Will be replaced by the private link referring to the topic and a form to reply will be automatically opened.

The variables used in the New Post Notification tab:

  • $OBJECT_WATCH_TYPE: Will be replaced by the watched object type (category/forum/topic).
  • $OBJECT_NAME: Will be replaced by the name of the watched object (category/forum/topic).
  • $ADD_TYPE: Will be replaced by the newly added object type (topic/post).
  • $ADD_NAME: Will be replaced by the newly added object name (topic name/post name).
  • $POSTER: Will be replaced by the topic/post owner.
  • $POST_CONTENT: Will be replaced by the topic/post content.
  • $TIME: Will be replaced by the time when the topic/post was added.
  • $DATE: Will be replaced by the date when the topic/post was added.
  • $CATEGORY: Will be replaced by the category name.
  • $FORUM: Will be replaced by the forum name.
  • $TOPIC: Will be replaced by the topic name.

The variables used in the Moved Notification tab:

  • $OBJECT_PARENT_NAME: Will be replaced by the forum name (if moving topics) or the topic name (if moving posts).
  • $OBJECT_PARENT_TYPE: Will be replaced by the type of the moved parent object, such as forum (if moving topics) or topic (if moving posts).
  • $OBJECT_NAME: Will be replaced by the name of the moved object (topic name/post name).
  • $OBJECT_TYPE: Will be replaced by the type of the moved object (topic/post).

These variables are used to load the content dynamically. Thus, you should not edit them. In case the template is changed unexpectedly, you can go back to the default template by clicking image178 . You can use the text editor to format the template as you wish.

Customizing BBCodes

By default, there are some default BBCode tags that are initialized via plugins: “[B]”, “[I]”, “[U]”, “[FONT]”, “[HIGHLIGHT]”, “[IMG]”, “[CSS]”, “[URL]”, “[GOTO]”, “[QUOTE]”, “[LEFT]”, “[RIGHT]”, “[CENTER]”, “[JUSTIFY]”, “[SIZE]”, “[COLOR]”, “[CSS]”, “[EMAIL]”, “[CODE]”, “[LIST]”, “[WIKI], “[SLIDESHARE]”. You can add, edit or delete the BBCode tags.

Click image179 on the Forums Administration bar, then select BBCodes from the drop-down menu to open the BBCode Manager form.

image180

Here, you can do the following actions:

Adding a new BBCode
  1. Click Add BBCode in the BBCode Manager form to open the Add BBCode form.
  2. Input values into the Add BBCode form.

image181

Details:

image182 Tag: This is the text for BBCode, which goes inside the square bracket.

image183 Replacement: The HTML codes that replace the user-entered BBCode.

image184 Description: The brief description about this BBCode tag.

image185 Example: The sample of the BBCode in use.

image186 Use {option}: Allows BBCode tag to have option or not.

image187: Clicks this icon to preview your rendered BBCode.

image188: Clicks this icon to see descriptions of each field.

  1. Click Save to finish or Reset to clear all input fields.
Editing/Deleting a BBCode

Editing a BBCode

1. Click image189 corresponding to the relevant BBCode tag in the BBCode Manager form.

image190

  1. Make changes on the BBCode tag.
  1. Click Save to finish your changes.

Deleting a BBCode

Simply click image191 corresponding to the BBCode you want to delete in the BBCode Manager form, then select OK in the confirmation message to accept your deletion.

Activating/Deactivating a BBCode

Any BBCode can be activated/deactivated.

image192

  • To activate an existing BBCode tag, tick the relevant checkbox.
  • To deactivate an existing BBCode tag, simply deselect the relevant checkbox. The entered BBCode will be displayed as the plain text.

Setting up auto-pruning

The pruning allows you to clean a large amount of obsolete and inactive topics based on criteria.

1. Click image193 on the Forums Administration bar and click Pruning from the drop-down menu to open the Auto Prune form.

image194

2. Click image195 corresponding to the forum you want to set the prune settings.

image196

  1. Specify the criteria.
  2. Click image197 to check how many topics will be pruned.
  3. Click Save to accept settings.

After setting the prune successfully, the auto-prune will be run automatically on the forum that has been set to check for the inactivate topics.

Banning IPs

Administrators can ban IP addresses used by users who abuse the forum functions or violate the forum rules and policies. All banned IPs cannot be used to add posts to all forums in the Forums application. Any users who use banned IPs to add post, will be recognized as the banned user. As the result, the banned user can only view in Forums.

Click image198 on the Forums Administration bar, then click Banned IPs from the drop-down menu. The Banned IPs form appears.

image199

  • To ban an IP, simply enter the IP address into the IP textboxes and click Add. All banned IPs will be listed in the banned IPs table. You can view all posts which are posted from the specific banned IP or delete them from the banned IPs list.
  • To view all posts submitted from a specific IP, click image200 of the respective IP. These posts can be viewed and deleted by the administrator.
  • To remove banned IPs from the banned IPs list, click image201 of the respective IP.

Besides, you can also filter the banned IPs if there are so many banned IPs.

To filter banned IPs, enter a part of the IPs address into filter textbox, all IPs matching with the filter term will be displayed.

Backing up a category & forum

The Export function is a best way to back up data in the Forums application. This function allows you to export categories and forums in the Forums application into the .zip or .xml file. When a category/forum is exported, all of its forum, topics, posts and properties are also exported. This exported file can be used to import into the Forums application.

Backing up a category & forum includes the following actions:

Exporting a category
  1. Click image202 on the Forums Administration bar.

2. Click Export from the drop-down menu to open the Export Categories form.

image203

Details:

Field Description
File Name Name of the exported file.
Export All Checks this option to export all data in Forums, such as all categories, user profiles and forum statistics.
Only Categories Checks this option to export the selected categories only.
  1. Select categories and enter the file name into the File Name field.
  2. Click Save.
Exporting a forum

This function is used to export forums and all topics inside the Forums application into the .xml or .zip file.

The first way

1. Go into a forum you want to export and click image206 on the Action bar.

2. Click Export Forum from the drop-down menu to open the Export Forums form.

image204

  1. Input the file name.

4. Tick the Compress checkbox to export the file into the .zip file or leave it blank to export into .xml file.

  1. Click Save to get and store the exported file in your local device.

The second way

  1. Go into a category containing the forum you want to export.

2. Click image205 on the Action bar, then click Export Forum from the drop-down menu.

3. Select a forum you want to export by ticking the relevant checkbox. The Compress checkbox is checked by default that means the file is exported in the .zip format.

  1. Click Save to get and store the exported file in your local device.
Importing a category

1. Click image207 on the Forums Administration bar, then click Import from the drop-down menu to open the Import Category form.

image208

  1. Click Select File to browse and select the file to import.
  2. Click Save.
Importing a forum
  1. Go into one category, then click image209 on the Action bar.
  2. Click Import Forum from the drop-down menu.
  3. Browse and upload the selected file in the Import Forum form.
  4. Click Save to accept importing.

After being imported successfully, the forum and topic data will be displayed properly in the Forums homepage.