Automatic Actions Documentation - PublishPress

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PublishPress Authors

PublishPress Authors

Getting Started with Authors

Getting Started With PublishPress Authors
Differences Between Authors Free and Pro

How to Add Author Boxes to Your Site
Default Layouts for Author Boxes
Using the Default Authors Box Below Posts
How to Customize Author Boxes
How to Choose Author Avatars
Author Boxes and Custom Templates

Getting Started with Author Fields
How to Add Author Fields
Multiple Ways To Show Author Fields Value
How to Add Icons to Author Fields
Example: Add Social Links to Author Profiles

Introduction to Author Pages
How to Customize Author Pages
Using the WordPress Core Authors Page
How to Change Author Pages URLs

Introduction to Authors List
Add a Search Box to the Authors List

Authors Shortcodes

Authors List Shortcode
Authors Data Shortcode
Authors Box Shortcode

How to Create Authors from User Accounts
Automatically Create Profiles for New Users
How to Create Guest Authors
Import WordPress Users to Authors

Author Profiles

Allow Authors to Update Their Profiles
Default Author For New Posts
Schema Data for Authors

Authors and Page Builders

PublishPress Authors and Divi
PublishPress Authors and Elementor

Authors and Themes

Target the Author Boxes With CSS
PublishPress Authors Child Themes
Change Where the Author Box Displays
Modify Your Theme for Authors
Update the Authors Byline in Your Theme
The PublishPress Authors API
How to Include a Design for PublishPress Authors in Your Theme

Authors Permissions

Permissions in PublishPress Authors
Permissions for Creating New Authors
Editing Permissions in PublishPress Authors

Authors Plugin Data

Importing and Exporting Authors Data
What are PublishPress Authors Settings Stored in the Database?
Where is Author Data Stored in the Database?

Authors Widgets

The Authors List Widget
The Post Author Widget

Authors and REST API

Adding Authors via the REST API
Retrieving Authors Data via the REST API

Migrate to Authors

How to Import From Byline to PublishPress Authors
Change WordPress Users to Guest Authors
Import to PublishPress Authors from Co-Authors Plus
Import From Bylines to Multiple Authors
How to Upgrade to PublishPress Authors 3
WordPress CLI and PublishPress Authors

Troubleshooting Authors

Troubleshooting Author Profile Pages
Troubleshooting PublishPress Authors

PublishPress Blocks

PublishPress Blocks

Getting Started

How to Use PublishPress Blocks
Differences Between Blocks Free and Pro
What is PublishPress Blocks Impact on Performance?
What Happens to Blocks if I Disable PublishPress Blocks?

Block Permissions

How to Use Block Permissions

PublishPress Blocks

Accordion Block
Button Block
Columns Block
Contact Form Block
Content Display Block
Countdown Block
Count Up Block
Feature List block
Icon Block
Image Block
Images Slider Block
Info Box Block
List Block
Login & Register Block
Map Block
Newsletter Block
Pricing Table block
Search Bar Block
Social Links Block
Table Block
Table of Contents Block
Testimonial Block
Tabs Block
Video Block
Woo Products Block
Core Blocks
Layout Options in PublishPress Blocks

How to Use Block Styles
The Default Block Styles
CSS Code Auto Completion in Block Styles
Block Styles Not Appearing in the WordPress Admin

How to Use Block Controls
Pages Control
Term Archives Control
User Roles Control
Schedule Control

Reusable Blocks

How to Enable or Disable the Reusable Blocks submenu

Dashboard
Live Updates in PublishPress Blocks Pro
Anchor Links for Blocks
Columns visual guides
Add a Lightbox Display to the Gallery Block
Blocks icon color
Editor width
Blocks spacing
PublishPress Blocks default configuration
Settings

PublishPress Capabilities

PublishPress Capabilities

Getting Started

How to Use PublishPress Capabilities
How to Use the Checkboxes in PublishPress Capabilities
Differences Between Capabilities Free and Pro
What’s the Difference Between PublishPress Capabilities and PublishPress Permissions?

The Roles Screen
Login Redirect and Logout Redirect URLs
Disable Code Editor
Allowed Editors
Adding Multiple Roles to a User
Hide a WordPress User Role
Rename WordPress User Roles
Create or Copy WordPress User Roles
Add a WordPress User to Multiple Roles
Delete WordPress User Roles

How to Use the Capabilities Screen
How to Add New WordPress Capabilities
Capabilities for PublishPress Capabilities

Editor Features

How to Use Editor Features
Hide Any Element in the WordPress Editor
Hide Metaboxes in WordPress Posts

How to Use Admin Features
How to Hide Dashboard Widgets
Block Access to URLs in the WordPress Admin
Hide Any Element in the WordPress Admin
Hide Plugins on the Plugins Screen

The Admin Menus Screen
Control Access to Gravity Forms Admin Menus
Control Access to The Events Calendar Admin Menus
Control Access to WPForms Admin Menus
Control Access to Jetpack Admin Menus
Control Access to Elementor Admin Menus
Control Access to Yoast SEO Admin Menus
Control Access to Contact Form 7 Admin Menus
Control Access to WooCommerce Admin Menus
Troubleshooting the Admin Menus Screen

Profile Features

The Profile Features Screen

The Nav Menus Screen

Backup and Restore User Capabilities
Import and Export Capabilities
Restore Permissions to the WordPress Defaults

Getting Started With User Testing

Roles and Permissions on a WordPress Multisite Network

BuddyPress Permissions in PublishPress Capabilities
Control Permissions in WooCommerce

Add Permissions to Custom Post Types
What are Unique Capabilities for Post Types?

What are Unique Capabilities for Taxonomies?
Detailed Capabilities for Taxonomies

Frontend Features

The Frontend Features Screen

Troubleshooting Capabilities

Capabilities Will Not Save For Some Plugins
How to Recover a Lost Administrator Account

PublishPress Checklists

PublishPress Checklists

Getting Started

Getting Started With PublishPress Checklists
Creating and Using Checklists
How to Reorder Checklist Tasks
Differences Between Checklists Free and Pro

Synchronize Checklists on a Multisite Network

Create Custom Tasks With a Plugin
Creating New Tasks for the Checklists

Checklists for Custom Post Types

Control Who Can Edit Checklists

Featured image height and width
Approved by a user in this role
All links use a valid format
Number of external links in content
Yoast SEO tasks
WooCommerce product tasks
Number of tags or taxonomy terms
Latin characters in permalink
Number of internal links in content
Number of categories
ALT Text for all images
Featured image
Number of characters in excerpt
Numbers of words in content
Number of characters in title

PublishPress Future

PublishPress Future

Getting Started

Introduction to PublishPress Future
Differences Between Future Free and Pro

Automatic Actions

Automatic Actions for Posts
Default Actions for Post Types
Schedule Posts to Move to Custom Statuses
Troubleshooting in PublishPress Future

Future and Other Plugins

Schedule Changes to WooCommerce Products
Schedule Changes to Elementor Posts

Notifications and Logs

PublishPress Future Email Notifications
Action Logs in PublishPress Future

Show the Action Date

Shortcodes to Show Action Date
Post Footer Display for Action Dates

Technical Details

Technical Details for PublishPress Future
Scheduling in PublishPress Future: Cron Jobs

PublishPress Permissions

PublishPress Permissions

Getting Started

Getting Started With PublishPress Permissions
Differences Between Permissions Free and Pro

Control Editing Permissions for WordPress Content
Allow Editing of Specific Pages
Prevent Users from Seeing Posts They Can’t Edit in the WordPress Admin
Allow Some User Roles to See Other People’s Posts in the WordPress Admin

Control Read Permissions for WordPress Content
Control Read Access to Specific Categories
Prevent Read Access for WordPress Category and Tag Archives
How to Prevent Users from Reading All Pages or Posts

Editorial Workflow

How to Use Workflow Statuses

Getting Started with Permission Groups
Visibility Circles in PublishPress Permissions
Editorial Circles in PublishPress Permissions
Setting Date Limits for Groups
Supplemental Roles in PublishPress Permissions
Permissions in PublishPress Permissions
Block Restrictions for Groups and User Roles

Control Direct File URL Access to WordPress Media Files
Control Permissions for Media Files
Capabilities for the Media Library
How to Block People and Search Engines from Accessing WordPress File URLs
File Filtering with Nginx

Network-Wide Settings in PublishPress Permissions
Permission Groups and Multisite Networks

Block WordPress Users from Creating and Editing Higher-Level Users
Date-Limited Group Membership

Different Statuses for Different Post Types
How to Lock Visibility Statuses
Capabilities and Custom Statuses
How to Control Permissions for Custom Statuses
How to Use Visibility Statuses
Private Posts and Pages for WordPress User Groups

How to Create Your First Teaser
Getting Started with Teasers
Options for Teasers for Restricted Content
Redirect Users if They Can’t View Posts

User Capabilities

pp_manage_network_members
pp_create_network_groups

Control Access to Custom Post Types
PublishPress Permissions and Beaver Builder
bbPress and PublishPress Permissions Pro
WPML and PublishPress Permissions Pro
Relevanssi and PublishPress Permissions Pro
Content Permissions for BuddyPress Users

Importing to PublishPress Permissions
How to Migrate from PressPermit Core to PublishPress Permissions

How to Migrate from Role Scoper to PublishPress Permissions
What is the Future of Role Scoper?

Troubleshooting Permissions

Hide the PublishPress Permissions Metabox

PublishPress Planner

Getting Started

Getting Started with PublishPress Planner
Differences Between PublishPress Planner Free and Pro

Content Calendar

The Content Calendar Screen
Custom Fields in the Calendar Popup
Exporting the Content Calendar to iCal and Google Calendar
Hooks and Filters for the Content Calendar

Content Overview

The Content Overview Screen

Editorial Comments

Getting Started with Editorial Comments
Editorial Comments Permissions
Hooks and Filters for Editorial Comments

Editorial Metadata

The Editorial Metadata Screen
Where Can PublishPress Planner Metadata be Viewed?
Control Who Can Edit Metadata in PublishPress Planer
Types of Editorial Metadata in PublishPress Planner

Getting Started with Planner Notifications
Understanding the PublishPress Planner Notification Options
How to Customize PublishPress Planner Notifications With Shortcodes
The PublishPress Planner Notifications Log
How to Use Reminder Notifications
Notify Me: Manually Add Yourself to Notifications
Get PublishPress Planner Notifications by Email or Slack
Hooks and Filters for Notifications

Default User Permissions in PublishPress Planner
pp_view_editorial_metadata
pp_edit_editorial_metadata
Control Access to the Notifications Area
pp_view_content_overview
pp_view_calendar
pp_set_notification_channel
pp_manage_roles
edit_post_subscriptions

Slack Notifications

Getting Started With Slack Notifications in PublishPress Planner
How to Use Slack Mentions in Notifications
How Users Can Control Their Own Slack Notifications
How to Configure Notifications for Slack

Custom Statuses in Planner
Hooks and Filters for Custom Statuses

Troubleshooting Planner

PublishPress Planner Can Sometimes Change Publishing Dates
Shortcodes Aren’t Working in Planner Emails
Slow Notification Screens in PublishPress Planner
How to Use the Debug Feature in PublishPress Planner
Troubleshooting Email Notifications in PublishPress Planner

Activating PublishPress Planner on Sites in a Multisite Network
Installing PublishPress Planner on a Multisite Network

Migrate to Planner

How to Migrate Edit Flow to PublishPress Planner

PublishPress Revisions

PublishPress Revisions

Getting Started

Getting Started with PublishPress Revisions
Differences Between Revisions Free and Pro

Revisions Integrations

A List of Some Plugins Supported by PublishPress Revisions
Does My Plugin Support PublishPress Revisions?
PublishPress Revisions Pro and Elementor
Submit and Moderate Revisions with the Divi Theme
PublishPress Revisions Pro and the PODS Framework
PublishPress Revisions Pro and Yoast SEO
PublishPress Revisions Pro and Custom Post Type UI
PublishPress Revisions Pro and WooCommerce
PublishPress Revisions Pro and The Events Calendar
PublishPress Revisions Pro and Beaver Builder
PublishPress Revisions Pro and Advanced Custom Fields
PublishPress Revisions Pro and WPML
Create Revisions Using an API

Revisions Notifications

Detailed Customization of PublishPress Revisions Emails
Add More Users to Revisions Notifications
Troubleshooting Email Notifications for Revisions
Email Notifications for Revisions

Revisons Features

How to Delete Revisions
How to Preview Old Revisions
How to Edit Revisions in the Revision Queue
How to Compare Revisions
How to Manage Revisions on the Frontend
How to Moderate and Publish Revisions

Extending Revisions

Share Preview of Revisions Before Going Live
Submit Revisions for Unpublished Posts
PublishPress Revisions and Multisite
Add Comments to Unpublished Revisions

Revisions Permissions

Understanding Permissions in Revisions
Customize Revision Permissions for Posts, Categories, or Tags
How to Customize Permissions for Revisions

Scheduling Revisions

How to Schedule Revisions to Go Live
How Scheduling Works for Revisions
Keep the Original Publish Date when Revisions Are Approved

Troubleshooting Revisions

Scheduled Revisions are Not Publishing
Can’t See the Revisions Button or Links
Troubleshooting the PublishPress Revisions Plugin

PublishPress Series

PublishPress Series

Getting Started

Getting Started With PublishPress Series
Differences Between Series Free and Pro
What Does PublishPress Series Do?

The Manage Series Screen

Series and Post Types

Overview of Custom Post Type Support

Series Categories

Overview of Series Categories

Understanding Displays in PublishPress Series
Single Post in a Series
Overview for a Single Series
Advanced Layout for PublishPress Series

Series Multiples

Overview of the Multiples Feature

Where is PublishPress Series Data Stored?

Series Shortcodes

Overview of Series Shortcodes
Series: [series_post_list_box]
Shortcode: [post_list_box]
Shortcode: [series_toc]
Shortcode: [series_meta]
Shortcode: [series_nav]
Shortcode: [publishpress_series_categories]

Series Templates

The Series Overview Template
The Series Post List Template
The Series Meta Template
The Navigation Template
The Series Table of Contents Template
Tokens in Templates
Create a Custom List of Series
Overview for All the Series
Create a Table of Contents for Categories
Getting Groups Data in Template Files

Overview of Series Tokens
Overview of Extra Tokens in Series Pro

Latest Series Widget
Series Table of Content Widget

PublishPress.com Questions

Getting Started

How Do I Get Support at PublishPress?
Technical Requirements for PublishPress Plugins

How to Move from Free to Pro Plugins
Should I Install All the PublishPress Plugins?
How to Install PublishPress Pro Plugins
Install PublishPress Plugins using Composer

PublishPress Support Policy
Update Your Payment Details
Cancel Your Subscription
PublishPress Refund Policy
Recurring Subscriptions

How to Find the Latest Versions of PublishPress Plugins
Changelogs for Free PublishPress Plugins
Changelogs for PublishPress Authors
Changelogs for PublishPress Blocks
Changelogs for PublishPress Capabilities
Changelogs for PublishPress Checklists
Changelogs for PublishPress Future
Changelogs for PublishPress Planner
Changelogs for PublishPress Permissions
Changelogs for PublishPress Revisions
Changelogs for PublishPress Series

How to Activate PublishPress Licenses
Update a Credit Card on Your Account
White Label the PublishPress Plugins
How to Move or Deactivate Licenses
License Keys and WordPress Multisite
License Keys and Local Development
How Do PublishPress Licenses Work?
How Can I Upgrade My PublishPress License?

Submit a PublishPress Translation to WordPress.org
How to Translate PublishPress Plugins
What Languages Does PublishPress Support?
Missing Language Strings for PublishPress Plugins

Troubleshooting

Hide PHP Notices and Warnings
How to Disable a Plugin Causing Errors
How to Solve Errors in PublishPress Plugins
PublishPress Plugins and Large Sites
How to Debug Errors on PublishPress Screens

How to Update PublishPress Plugins

Automated Security Checks, including Checkmarx
Security Issues and How to Report Them

WordPress Permissions

Multisite Permissions

manage_network_users
upgrade_network
manage_network_options
manage_network_themes
manage_network_plugins
create_sites
delete_sites
manage_network
manage_sites

WooCommerce Permissions

view_woocommerce_reports
manage_woocommerce
manage_shop_settings
assign_product_terms

WordPress Permissions

WordPress Roles

Super Admin
Administrator
WooCommerce Customer
WooCommerce Shop Manager
Author
Subscriber
Contributor
Editor

WordPress Statuses

Create New WordPress Statuses
Private
Trash
Future / Scheduled
Publish
Default WordPress Statuses
Inherit
Auto-Draft
Pending
Draft

How-to Guides

Force Users to Create Posts in a Category or Parent Page
Block Users from Adding a Category or Tag
Allow Users to Have Their Own Blogs on Your WordPress Site
Restrict WordPress Users to Posting in One Category
Prevent WordPress Users from Posting in a Category

How to Restrict WordPress Users to Editing Posts in a Group
Allow WordPress User Roles to Edit Posts in Single Category
Allow WordPress User Roles to Edit a Single Page
Allow Multiple Users to Edit a Single WordPress Post

Manually Create Personal Pages for WordPress Users
Automatically Create Personal Pages for WordPress Users

Restrict a WordPress Post Type to Viewing by Logged-in Users
Set All Your WordPress Posts and Pages to Private
Allow WordPress Users to Only Read Some Pages

Create Checklists for WooCommerce Products
How to Manage Permissions for WooCommerce Products
How Create WooCommerce Users Who Can Only View and Edit Products
WooCommerce Users Can Edit Products Only in Some Categories
Create WooCommerce Users Who Can Only View Reports
Allow WooCommerce Users to Edit Only One Product
How to Control Who Can Access WooCommerce Coupons
How to Create WooCommerce Users Who Can Only View and Edit Orders
How to Allow WordPress Admin Area Access for WooCommerce Users
How to Create and Schedule Revisions for WooCommerce Products
How to Manage Permissions for WooCommerce Orders
How to Approve and Schedule Changes to WooCommerce Products
How to Control Permissions for WooCommerce Refunds
How to Control Who Can Duplicate WooCommerce Products

Create a Multi-Step Workflow in WordPress
A WordPress Workflow for Editing and Reviewing
Create a Workflow for University Departments in WordPress with PublishPress
A WordPress Editorial Workflow for Writing, Reviewing and Publishing
How to Get 2 People to Approve Content in WordPress
How to Create a Publishing Workflow for Authors in WordPress

Home
PublishPress Documentation
PublishPress Future
Automatic Actions

Automatic Actions

Automatic Actions for Posts
Default Actions for Post Types
Schedule Posts to Move to Custom Statuses
Troubleshooting in PublishPress Future

Recent posts

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I Can’t See the Author Dropdown Box in WordPress May 29, 2023
An Introduction to bbPress Roles and Capabilities May 13, 2023
How to Hide Block Toolbar Links in the Gutenberg Editor May 12, 2023

Testimonials

I’m not sure I could use WordPress in my current company without this plugin. Its great

josheprovoedu

Now I can set the right stage of each of my posts. Draft, idea, to review, etc. Managing posts is now really a breeze!

aerendir

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