Try ShortPoint nowOne of the first steps you need to take in order to fully take advantage of the new features of ShortPoint Page Builder Live Mode is to complete the migration process from the old interface into the new experience. This is triggered when you begin editing a page on your site or tenancy where the upgrade is installed.
Here, we will walk you through the simple steps to complete migration and start designing your SharePoint intranet page with the new ShortPoint Page Builder Live Mode.
Note: ShortPoint Page Builder Live Mode was formerly known as Visual Builder and Grid Mode was formerly known as Wireframe Builder.
TABLE OF CONTENTS
Prerequisites
- You upgraded to the ShortPoint SPFx version 8.0.x.xx or later on Office 365 (SharePoint Online) or SharePoint 2019 environment;
- You are a ShortPoint user with an active license;
- You have existing SharePoint Modern pages with ShortPoint web parts and design elements.
NOTE: If you are looking to migrate existing Classic pages, please check out our support article on Migrating Into New Page Builder for Classic Pages
How to Complete ShortPoint Page Builder Live Mode Migration
The migration process is automatically triggered for each modern page separately once you begin editing a ShortPoint web part on that page. Start by going to the page you need to edit and follow the steps below:
Step 1: Edit ShortPoint web part
Select the ShortPoint web part you wish to migrate and click Edit. This will open a notification window asking you to take action to migrate your page to the new ShortPoint Page Builder with Live Mode experience.
If you need more information, you can watch the video tutorial about migration which you can access through the pop-up window, check out our support article on migration, or ask for assistance in determining your next steps by hitting Schedule a Session which will connect you with our support team. They will be able to guide you through the process and provide you with answers to any questions you may have.
You also have the option to postpone migration by closing the window. However, you will not be able to edit any ShortPoint web part until you complete the migration.
NOTE: If you have connected Design Elements with more than 300 items returned, we recommend to lower the items limit first before migrating to prevent your page from slowing down.
Step 2: Select Switch to New Builder
To proceed with migrating your page, press the Switch to New Builder button. This will start the migration process. Once completed, a new notification will appear indicating that the page was migrated successfully. Click Got it and you will now have access to edit the page with the new ShortPoint Page Builder with Live Mode.
You may encounter a follow-up notification window informing you that your page contains unsupported layouts and that they will automatically be converted to supported layouts. Please check out our support article on Unsupported Layout: Inserting Rows Inside Content-Holder Design Elements is Not Supported in ShortPoint Page Builder Live Mode and Grid Mode for more information.
Check out the following articles that discuss what updates in ShortPoint Page Builder Live Mode may affect your existing page design and best practices for a smooth transition when migrating:
- Text Editing Experience in ShortPoint Page Builder Live Mode and Grid Mode
- Adding, Copying/Pasting Experience in Live Mode and Grid Mode
- ShortPoint WebPart Container for Classic Pages and Using SharePoint OOTB WebParts in Grid Mode
Step 3: Review, edit, and save ShortPoint web part
You can now review the content of your page and enjoy the editing experience with the new ShortPoint Page Builder Live Mode. Here are a few support articles to get you started on the new and exciting features you can use:
- Introducing ShortPoint Page Builder Live Mode
- Easy Pass
- Hot Actions
- Floating Page Settings Bar
- History Window
- Preview in Live Mode
Remember to hit Save to retain the changes you made to the web part or page, including migration.
You can also choose to discard the changes you have made on the page to go back to the last saved version before migration. You can also restore a previously published version by using SharePoint's Version History feature. Check out our support article on Restoring Page Version After Migration to New ShortPoint Page Builder With Live Mode to know more.
Note: If, for some reason, you wish to roll back to a previous version of ShortPoint that does not have Live Mode (version 7 and below), you need to restore migrated pages to the page version prior to migration before completing the roll back. Check out our article on How to Roll Back to a Previously Installed ShortPoint Version for more information.
Related articles:
- ShortPoint Page Builder Live Mode: Known Issues and Limitations
- Unsupported Layout: Inserting Rows Inside Content-Holder Design Elements is Not Supported in ShortPoint Page Builder Live Mode and Grid Mode
- Expectations from ShortPoint Page Builder Live Mode Beta Release
- ShortPoint WebPart Container for Classic Pages and Using SharePoint OOTB WebParts in Grid Mode
