Save Models

Model definition files are saved and shared via the Save dialog in Model. They can also be shared from the item's Actions Panel.

Content sharing is based on security roles, with predefined folders that allow role-based access. From the Save and Save As dialogs, you can save your model file to your own private domain, without sharing it, or you can share it with users who share your security roles, or you can specify the roles with which you want to share it.

Save and Save As

To save your model definition file, click the save icon above the canvas:

Alternatively, open the tab menu to save or save as:

If the item was already saved, you can save, save as, save and close, or save a new version:

Save / Save As Dialog

Both the Save and Save As dialogs feature the following:

Folders

The Folders panel contains a Favorites shortcut (yellow arrow) and the folder tree (purple highlight). Navigate through the tree and select the folder that you want to save your item to.

Favorites

Use the Favorites option to access those folders that you have flagged as "Favorites." The Favorites option is not a folder, it is a shortcut that allows you to go to your most commonly used or preferred folders without having to navigate the tree. When you access a Favorite folder in the Save dialog, you are actually saving the file to the location in the tree that you flagged as a favorite.

  • Click here for more information about Favorites in the Content Manager

Folder Tree

You can choose where to save your content to in the folder structure. You are presented with those folders that you have WRITE access to. Once inside the folder tree, you can also access the folder navigation bar (orange arrow above) to more easily move around and add new folders to the tree on the spot (green arrow above).

  • My Content: The content in this domain is private. You should save to this folder when you don't want to share your content with others yet. Note that Admins will be able to see this content.
  • Workgroup Content: Group content is made READ and WRITE accessible to other users who share your security roles.
  • Public Content: Public content is made accessible to all user roles DEPENDING on the role security of the folder or item.
  • Click here for more details about the folder structures
Folder Navigation

Navigate through the folder tree using:

  • Mouse clicks.
  • The back, forward, and up arrows.
  • The search field to find the required folder.

The current folder or item location will be reflected in the breadcrumb trail (orange arrow above).

Name

In the Name field, enter the name by which you want to save the model file.

Description

Add a description, which will appear in the model file's Actions Panel.

Tags

Content tags are automatically applied when saving content. You can remove them, add more, or create new ones.

Auto set folder roles

The 'Auto set folder roles' option is relevant only to Public Content items. When saving items to Public Content, Pyramid automatically sets the role access to that content.

To manually define role access to the item, disable 'Auto set folder roles', then click Next.

Assign Roles to Public Content

Select which roles should have which kind of permissions to the content item:

  • Read: users belonging to the selected role can open the content item but cannot edit it.
  • Write: users belonging to the selected role can open the content and they can edit it.
  • Manage: users belonging to the selected role can open and edit the content item, and they can manage permissions to the content item. Admins may assign any role to the Manage permission. Non-admins may only assign roles to which they belong to the Manage permission.
  • Click here to learn more on how to assign roles to items during save.
  • Click here to learn how to assign roles to the model file directly from the content manager.