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Home / REDA One / Administration / Platform configuration / REDA CMS Administration

REDA CMS Administration

Upload one photo to a property, tag it Thumbnail, and the property's website image updates itself. That small piece of magic is the whole idea behind the REDA CMS: it's a tagging-and-copy engine, and administrators own its wiring. This article is for the person who has read the end-user media guide and now wants the mechanics — how a tag becomes a match key, how Publish to Web works and where its risks are, how to set each user's library defaults, and how to extend the CMS to an object other than Property using configuration alone. Where end users see "upload and tag," you'll see the copy rules underneath.

Getting there. The end-user surface is the property record's Marketing tab, which shows the REDA CMS file list. The configuration behind it — the copy rules and upload setup — lives in Salesforce Setup, which is a sanctioned administrator surface; there's no REDA tab for it.
Access you'll need. Uploading and managing CMS files requires the REDA - Content Plus - User add-on permission set. Changing the configuration is a Salesforce administrator task. A user without access sees "Insufficient Privilege".

The moving parts

Three things work together. First, files uploaded through the CMS are marked as CMS content and carry tags — a document type, a label, a description, a sort order. Second, from those tags REDA builds a match key. Third, copy rules watch for keys they recognize and copy file information onto the linked record. Tag a file, the key forms, a rule fires, a field on the property updates. No step involves code — it's all configuration records plus the tags a user applies at upload.

Document types

The tag that drives everything is Document Type. REDA ships nine values, built for a property media catalog:

Document TypeTypical use
ThumbnailThe property's headline image (drives the thumbnail fields)
Floor PlanThe floor-plan drawing (drives the floor-plan fields)
Video TourA walkthrough video
Property 360*A 360-degree view (the asterisk ships as part of the label)
Property Internal / Property ExternalInterior and exterior photos
Bed / Bath / KitchenRoom-specific photos

Only Thumbnail and Floor Plan drive automatic copying out of the box — the rest catalog and organize the gallery. A new document type only triggers automation once you add a copy rule keyed to it.

The tag fields on a file

Every file the CMS manages carries the same set of fields. Some you set at upload; some REDA maintains for you.

FieldWho sets itPurpose
Is REDA CMSSystem, on CMS uploadMarks the file as CMS-managed
ObjectSystemWhich wiring applies (see the picklist note below)
Document TypeUser at uploadThe tag that builds the match key
Key DefinitionSystem — its help text reads "DO NOT EDIT"The computed key that copy rules match on
Content Label / Content DescriptionUserDisplay name and caption in the CMS list
Sort OrderUserGallery and list ordering
Publish To WebUserGenerates or revokes the public link
Public Document LinkSystemThe public URL, copied onward by the URL rules
Public Distribution IdSystemAn internal reference for the public link

Leave the system-maintained fields alone — Key Definition literally ships with "DO NOT EDIT" in its help text, and the public-link fields are written and cleared by REDA as you publish and unpublish.

The shipped wiring for Property

Out of the box, REDA ships one upload setup for Property and four copy rules. The upload setup is what makes the Document Type field appear when you upload on the Marketing tab. The four rules do the copying:

Copy ruleFires when a file is taggedWhat it copies onto the property
Property ThumbnailThumbnailThe file itself, into the property's thumbnail image field
Property Thumbnail URLThumbnailThe file's public link, into the property's thumbnail-URL field
Property Floor PlanFloor PlanThe file itself, into the property's floor-plan field
Property Floor Plan URLFloor PlanThe file's public link, into the property's floor-plan-URL field
Don't hand-edit the property's thumbnail and floor-plan fields. Those fields are machine-written by the CMS. If you type into them, the next CMS event on that property will overwrite or clear them. Manage them by tagging and untagging files, not by editing the fields directly.

The consequence to notice: the two URL rules only have something to copy when the file is also published to the web (below). Getting a public thumbnail URL onto the property takes both the tag and the publish tick. And it all reverses — delete or untag the file and the linked fields clear.

Publish to Web

Ticking Publish To Web on a CMS file generates a public link anyone can open in a browser, stores that link on the file, and makes the file viewable to everyone. Combined with the URL copy rules, that puts a website-ready image address directly onto the property. Unticking it deletes the public link and clears both link fields immediately — the link dies the moment you unpublish.

A published link is public — no login required. Anyone who has the URL can view the file, from anywhere. Treat Publish to Web as posting the file to the open internet: use it for marketing media only, and never publish anything with personal or sensitive data.

User library defaults

Each user has two CMS settings on their user record that you, as administrator, control: their library name (which library their uploads land in) and their library content visibility — all users, internal users, or shared users. Set these to match how your team is organized. The upload setup record also carries a default library and visibility for its process, so uploads have a sensible home even before a user's own defaults are set.

Extending the CMS to another object

The same engine that serves Property can serve any object you configure — inspection photos, for instance. It takes three configuration records and no code:

Create an upload setup record. Name the object (optionally scoped to one record type), the set of file fields to show at upload, which tag fields build the key, up to four related-record fields the copy rules can target, a default library and visibility, and an active flag.
Choose the key definition. Pick the tag field (or fields) that distinguish one kind of content from another. The shipped pattern uses Document Type; you might use a location tag for inspection photos.
Add copy rules. One per target field: the key it matches, which file attribute to copy (including the file itself), and the target object and field.
The "Object" tag field's picklist is misleading. On a file, the Object field's picklist only lists Account, Contact, and Opportunity — but that's a legacy list, not the limit of what's supported. In practice the field holds the upload setup's key, which is how the shipped Property wiring works. The upload-setup records, not that picklist, define which objects the CMS serves.

Worked example: Meridian Court #101

Meridian Properties is listing Meridian Court #101. On the property's Marketing tab, marketing uploads six photos: one tagged Thumbnail, one Floor Plan, and four Property Internal, with sort orders 1 through 4. Immediately, the property's thumbnail and floor-plan fields populate from the two tagged files. The team ticks Publish To Web on the thumbnail — a public URL appears on the file and, via the URL rule, on the property's thumbnail-URL field, ready for the website to pick up. A month later the unit is let and delisted; unticking Publish To Web kills the public URL everywhere at once.

Extending the pattern: the same team wants inspection photos tagged by room. An administrator creates an upload setup for the inspection object with a location-style tag as the key and copy rules for the target fields — the same three-record recipe, a different object. (This is an illustrative recipe, not shipped configuration.)

Where to go next

  1. Adding Property Media — the end-user upload-and-tag walkthrough.
  2. Publishing to Your Website — what consumes the public URLs the CMS produces.
  3. Understanding Properties — the record the shipped CMS wiring serves.
  4. The REDA Admin Console — the administrator's control tower.

Frequently asked questions

The copy fires on the Thumbnail document type. Tag the file Thumbnail (one per property) and the property's thumbnail field updates. An untagged upload is just a file.

No — anyone with the URL can open it without logging in. Publish marketing media only, and unpublish to revoke the link instantly.

Users with the REDA - Content Plus - User permission set, plus access to the record. Without it, actions fail with "Insufficient Privilege".

Those are legacy picklist values. The CMS actually follows the upload-setup records — Property ships configured — so that picklist is not the list of supported objects.

No. A file uploaded outside the CMS isn't marked as CMS content and gets no key, so tagging and copying apply only to files uploaded through the CMS.

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