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Creating a new advice collection

This advice applies to Scotland. See advice for See advice for England, See advice for Northern Ireland, See advice for Wales

To create an advice collection, click on the ‘Add entry’ button at the top right of the screen. In the dropdown menu, click on advice collection.

Image of the top of the Contentful home screen. The ‘Add entry’ button is on the right with a drop down menu giving the option of 'Advice collection'.

If the button on the right doesn’t say ‘Add entry’, find the ‘Content type’ button on the left side of the search bar in the home page in Contentful. Click the button and select ‘Any’ in the drop down menu. The button on the right should say ‘Add entry’ now.

Image of the search bar at the top of the Contentful homepage screen. The content type button is on the left - it’s set to ‘Any’.

Fill in the fields for the advice collection

This section can help you find out what to put in each field of the advice collection. 

Name

Image of the ‘Name’ field for the public site and AdviserNet. Beneath the field it says ‘Requires between 5 and 150 characters’. The text underneath the adviser title field says ‘This is used to find the advice collection in the CMS.’ It is a required field.

This field is for finding content entries in the CMS - it won't be used as the page title and users won't see it.

If the advice collection needs a classification number, you can add it in the next field. You shouldn’t add it to the name.

Classification number

Image of the ‘Classification number’ field. It says ‘this number appears in the title on AdviserNet.’ It also says the field can have a maximum of 256 characters.

You only need to add a classification number when you're creating an advice collection that will also be used on AdviserNet. The number will appear before the page title on AdviserNet.

How to choose a classification number

To create a new classification number, you should:

  • find the other pages in the section where your new page will be added and look at the numbers they use

  • match the format of those numbers, but change the last digit to make your number unique

For example, if a section already contains pages with the classification numbers 8.25.1.0, 8.25.1.1, 8.25.1.2, and 8.25.1.3, you should use 8.25.1.4 for your new page.

If a classification number is already in use

If you try to publish a page with a classification number that is already being used by another advice collection, you'll see an error message. The field will have a red line next to it, and you won't be able to publish your changes.

An image showing the error message and the red line next to the field

To fix this, simply try the next number up. For example, if 8.25.1.4 was already taken, you could try 8.25.1.5.

How to see all classification numbers in use

If you're unsure what number to use, you can see a complete list of all classification numbers that have been added to Contentful.

  1. In the main search bar, set the content type to ‘Advice collection’.

  2. Add a filter for ‘classificationNumber’ and set the condition to ‘is not empty’.

An image showing the search bar with the 'Advice collection' type and the 'classificationNumber is not empty' filter applied

3. You'll now see a list of all advice collections that have a classification number. To make the numbers visible, click the cog icon and drag ‘Classification number’ from the 'Hidden columns' list to the 'Visible columns' list.

An image showing the cog icon with options to change the visible columns in search results. An image showing the 'Classification number' column added to search results.

4. To sort the results, click the ‘Sort by’ dropdown menu and select ‘Classification number: A-Z’.

An image of the 'Sort by' dropdown with 'Classification number: A-Z' selected

Country - previously known as audience

Select the countries where you want the advice collection to appear.

Image of the 'Audience' settings, with 'England' and 'Wales' ticked.

Body

The ‘Body’ field is where you put the content of your advice collection - for example, any text or callouts.

Image of the 'Body' field with example text.

Version information

Image of the ‘Version information’ field.

Try to write the version information so it will make sense to someone who looks at it later without knowing the context. Say that it's a new advice collection. If the work is part of a project, include the project name.

Endnotes - only in advice collections for advisers

Image of the ‘Endnotes’ field.

You won’t need to fill in this field for a new advice collection - only migrated advice collections will have endnotes.

Last accuracy review

Click the calendar button and add the date you’re publishing the content - the public or advisers will be able to see this on the site.

Image of the ‘Last accuracy review date’ field. The drop down calendar shows Tuesday, November 9th 2021 has been selected.

First published

You can ignore this - it’s used by the content platform team when they’re migrating content.

Changed date

You can ignore this - it’s used by the content platform team when they’re migrating content.

OISC warning

Image of the ‘OISC warning’ field. It shows an ‘add content’ button in the middle of the field. The text underneath the field says ‘Adds an adviser-only sticky box to the top of the page, like on the immigration public pages.’

You can check how to add OISC warnings.

Contains paragraph numbers - only in advice collections for advisers

Image of the ‘Contains paragraph numbers’ field. It shows 2 options - ‘Yes’ and ‘No’.

If you’re creating a new advice collection, you should select ‘No’.

Publishing the advice collection

You can check the steps you need to follow to publish the advice collection.