How to Create and Manage a Business Directory
Step 1: Access Directories Setup Page
In the admin panel, navigate to Tools, and then select Directories.
Click on the plus icon
+to add a new directory.
Step 2: Choose a Template
To create a Business Directory, choose the pre-set template Business Directory from the drop-down menu.
Step 3: Manage Form and Publish Criteria
The Business Directory template includes preloaded questions and an internal field for publishing entries.
Manage Form: Click here to edit, add, or delete pre-loaded questions that will be filled in when adding an entry.
Publish Criteria: By default, the Publish Criteria is set to 'Is Active - Contains - Yes' This field can be deleted here or edited on the form.
Step 4: Configure Display Settings, Filters, Sorting Options, and Other Preferences
Step 5: Adding New Entries
1. Add a New Entry: This option allows the admin to add new entries.
2. Enabling Users to Add Content: If users are expected to fill out the form and request their entries, ensure that you choose Yes under the Show Add Button in Other Settings.
How to Publish Entries on the Directory Page
If a default or new Publish Criteria exists for the directory, follow these steps to publish entries:
Locate the submission under the Submissions tab in the form.
Click on Edit this entry to set the publish criteria.
For example, if the default Publish Criteria is "Is Active Contains Yes," edit this field and set it to "Yes." Once set to "Yes," the submission will be displayed on the page. Check out this article for more information on Publish Criteria.
