Creating & Editing References
The reference form — its tabs, multilingual editing with translation mode, and the basic data of a project.
References are created and edited in a tabbed form. This page explains the form as a whole and the Reference basic data tab; the other tabs have their own pages.
The form at a glance
| Tab | Content | Details |
|---|---|---|
| Reference basic data | Title, industry, dates, client, location, description | this page |
| {Industry} properties (one per assigned branch) | Work fields, services, structured project properties | Services & Properties |
| Services | Free-form service entries with teaser and description | Services & Properties |
| Media & uploads | Images, stage media, 360° panoramas, video, documents, audio | Media & Uploads |
| Products, partners & awards | Used products, project partners, awards | Products, Partners & Awards |
| Confirmations | Client confirmation requests and statements | Client Confirmations |
| Internal | Internal identifiers, responsible contact, internal fields | below |
| Status & publication | Approval status, publication, channels, notifications | Publishing |
| Statistics | Views and exports of this reference | Statistics |
Which tabs appear — and some behaviors like the default status — is configurable per company. Your form may show fewer tabs than listed here.
When creating a reference, only the basic data tab is active; save it once to unlock the remaining tabs. Each tab saves independently: Save stores the current tab, Save & continue stores it and jumps to the next tab. Leaving a tab with unsaved changes triggers a warning.
Multilingual editing & translation mode
Content fields exist per language — the language tabs in the form header switch between all supported content languages, and you only fill the languages you want to publish in. For German and English, Translation mode additionally shows both versions of every field side by side — with a per-field machine-translate action that fills the empty language from the filled one. Review machine translations before publishing; they are suggestions, not final copy.
Reference basic data
Industry & grouping
- Industries — assign one or more branches (required). The first branch determines the primary industry context; you can reorder them. If your industry is missing, use Suggest a new industry directly in the form.
- Reference groups — assign the reference to your company's own groups; new groups can be created inline.
Title & description
- Project title (required per language) and subtitle — the subtitle supports an AI suggestion per language: click Suggest, review the proposal, and confirm or discard it.
- Project description — rich text, per language.
- Tags — free keywords, used as search filters.
Project facts
- Project status — Planned, In Progress, or Completed.
- Time frame — choose the date precision (year / month + year / exact date), then enter From/Until for completed projects or Since for ongoing ones. Year precision supports multi-year ranges.
- Address — the project location, entered with a map-based address picker (OpenStreetMap); the geocoded position is used for map views.
- Reference type and Responsible company location — where configured for your company.
Client
Pick the client with the type-ahead — or create a new client on the spot (with the create client permission). Suggestions show the town and address next to the company name, so several records sharing a name (a group with many regional entities, for example) can be told apart before you pick one.
Once a client is chosen you can select the specific contact person for this project, or add a new one in a popup. Show client opens the selected client in the client manager in a new browser tab — handy for checking addresses or contact persons against your own records without losing what you have typed so far. The client's public display (full name, anonymized, hidden) follows the client's settings — see Clients & Contact Persons.
Link preview
The form shows a live preview of the public detail page URL the reference will get.
The Internal tab
Content on this tab is never published:
- Custom identifier — your internal project number (the label can be customized per company).
- Responsible contact (required) — the colleague responsible for this reference; optionally marked as the recipient of public inquiries.
- Author and version number. The author field suggests the members of your company team as you type, so the same person is always spelled the same way — you can still enter any other name, for example an external editor.
- Advanced project data — contract type, contract value, and employees involved, each with its own release level if you choose to show them.
- Company-specific fields — your own custom fields, managed with the Add field wizard (see Branch Settings & Custom Fields).
Duplicating & deleting
Duplicate (in the manager's card menu or the detail view) is the fast way to document a similar project. It opens a dialog that lists what the source reference actually contains — sections it has nothing in are not offered. Everything is pre-selected, so clear the parts you do not want to carry over:
| Optional | Notes |
|---|---|
| Clients | All client relations including their contact persons. |
| Media files | Images, videos and documents are physically copied — the duplicate has its own files, so editing or deleting one never affects the other. |
| Branch fields and company-internal fields | The industry-specific and internal field values, offered separately. |
| Services & methods | Including their texts and method assignments. |
| Partners, Awards, Used products | Including partner roles and award years. |
| Industry templates, Tags |
Always copied, without asking: the basic data, all language texts, the assigned industries, reference groups, and channels.
Never copied: client confirmations, the Featured flag, view/download statistics, comments, and watchlist entries. The copy starts with a clean history rather than inheriting credibility it has not earned.
The duplicate is titled "… (Copy)" — numbered (Copy) 2, (Copy) 3 if that name is already taken — with a matching public URL label generated from it.
A duplicate is always created as an internal, unpublished reference with every language set to work in progress, whatever the state of the original. Review and publish it deliberately — see Publishing & Visibility.
Duplicating needs the create reference permission, and you can only duplicate references belonging to your own company. Media copying for large references continues in the background after the dialog closes.
Delete requires the delete reference permission and is available in the manager's card menu, in bulk actions, and on the status tab.
Previewing
Open the reference from the manager to see the detail view — the same layout visitors will see, plus owner-only extras (publication notice, edit/duplicate/stats/print toolbar). Unpublished references are marked as visible only to you and your colleagues.