Difference between revisions of "Form: Article"

From Genesys Documentation
Jump to: navigation, search
 
(29 intermediate revisions by 6 users not shown)
Line 3: Line 3:
 
To create a page with this form, enter the page name below;
 
To create a page with this form, enter the page name below;
 
if a page with that name already exists, you will be sent to a form to edit that page.
 
if a page with that name already exists, you will be sent to a form to edit that page.
−
 
+
__TOC__
  
 
{{#forminput:form=Article}}
 
{{#forminput:form=Article}}
−
 
 
</noinclude><includeonly>
 
</noinclude><includeonly>
 
<div id="wikiPreview" style="display: none; padding-bottom: 25px; margin-bottom: 25px; border-bottom: 1px solid #AAAAAA;"></div>
 
<div id="wikiPreview" style="display: none; padding-bottom: 25px; margin-bottom: 25px; border-bottom: 1px solid #AAAAAA;"></div>
 
{{{info|edit title=Editing {{#explode:{{FULLPAGENAME}}|/|3}} }}}
 
{{{info|edit title=Editing {{#explode:{{FULLPAGENAME}}|/|3}} }}}
−
<pre>The site is undergoing content maintenance from 8 AM Eastern to 10 AM Eastern. Do not make any content edits during this time.</pre>
+
 
 
{{{for template|Article}}}
 
{{{for template|Article}}}
−
{{{field|PageType|hidden}}}
+
<div class="toggle-wrap">
−
Is this a standalone article?
+
<toggledisplay linkstyle font-size:larger showtext="Set up your page" hidetext="Set up your page">
−
{{{field|Standalone|input type=radiobutton|values=Yes,No|default=No|mandatory}}}
+
<div class="toggle-content row">
 +
<div class="col-md-2 form-label">Standalone article?{{FormTip|
 +
Select Yes if your topic doesn't belong to a manual. A How It Works page, for example, doesn't belong to a manual.}}</div>
 +
<div class="col-md-10">{{{field|Standalone|input type=radiobutton|values=Yes,No|default=No|mandatory}}}</div>
  
−
==Define this page==
+
<div class="col-md-2 form-label">Display title {{FormTip|
−
<toggledisplay showtext="[+] Set up the main parameters for this article" hidetext="[-] Set up the main parameters for this article">
+
Set up the H1 for your page. It should have some meat to establish context. The display name is also used in search results and links.}}</div>
−
<div style="background-color: #e9e9e9;
+
<div class="col-md-10">{{{field|DisplayName|size=100%}}}</div>
−
    border: 1px solid #cccccc;
 
−
    padding: 20px;
 
−
    border-radius: 3px">
 
−
<div class="clearfix">
 
−
<div class="col-md-4" style="padding-left: 0;">
 
−
Display title <sup>{{FormTip|
 
−
Set up the H1 for your page. It should have some meat to establish context. The display name is also used in search results and links.}}</sup>
 
  
−
{{{field|DisplayName}}}
+
<div class="col-md-2 form-label">TOC title {{FormTip|(Optional) Choose a shorter name for the left-hand navigation tree/TOC. Be careful to keep your Display and TOC page names logically consistent.}}</div>
 +
<div class="col-md-10">{{{field|TocName|size=100%}}}</div>
  
 +
<div class="col-md-2 form-label">Contextual statement {{FormTip|Add an introductory "contextual" sentence to set up the context for this page - a snapshot of what the reader can expect to learn or accomplish from reading this page.
  
−
Platform
+
The goal is this:
 +
*A user reaches this page through search, or a link.
 +
*They need to understand as quickly as possible whether this page is worth reading for their purposes.
 +
*The two best places to establish context are the title of the page, and this intro sentence.
 +
*If the reader determines that no, this is the wrong page, header or sidebar links should direct them to higher level pages to guide them further.
  
−
{{{field|Platform|input type=checkboxes|values=PureEngage,PureConnect,PureCloud}}}
+
Here are a two examples of successful contextual statements:
−
</div>
 
−
<div class="col-md-4">
 
−
TOC title <sup>{{FormTip|(Optional) Choose a shorter name for the left-hand navigation tree/TOC. Be careful to keep your Display and TOC page names logically consistent.}}</sup>
 
  
−
{{{field|TocName}}}
+
[[File:ContextExample_hist.png]]
  
 +
[[File:ContextExample_intraday.png]]
  
−
Feature Coming Soon?<sup>{{FormTip|Tag this article to apply the Feature Coming Soon banner on this page:
 
−
{{ComingSoon}}
 
  
−
You can also apply this setting globally to the version as a whole:
+
{{NoteFormat|These context statements are saved in Cargo and can be re-used on portal pages and other global lists. Consider this secondary purpose as well: how this statement can give context to a link or list, letting a reader know what to expect before they click to come to this page.}}
 +
}}</div>
  
−
Apply the global setting using '''Manage content''' -> '''Edit version''' and the banner will appear on all pages within this version.}}</sup>
+
<div class="col-md-10 ve-height">{{{field|Context|input type=textarea|editor=visualeditor|mandatory|maxlength=500}}}</div>
−
 
 
−
Enable banner: {{{field|ComingSoon|input type=checkbox}}}
 
  
 +
<div class="col-md-2 form-label">EPPO head links</div>
 +
<div class="col-md-10 row" style="padding-left: 15px;">
 +
<div class="col-md-4">
 +
{{{field|Dimension|input type=tokens|size=30|values=Journey}}}<br/>
 +
<span class="form-label bottom">Related topics tags {{FormTip|Set up a "dimension" tag to enable a "related topics" widget between a tightly-coupled set of pages. For example "email" could be a dimension that applies to a set of pages within your doc or doc set pertaining to email.}}</span>
 
</div>
 
</div>
−
<div class="col-md-4" style="padding-right: 0;">
+
<div class="col-md-4">
−
 
+
{{{field|UseCase|input type=tokens|size=50|values={{#cargo_query:tables=SMART_Meta|fields=ID|no html}}|mapping template=UseCaseMap}}}<br/>
−
Global tags <sup>{{FormTip|Enter any global metadata tags that apply to this page. These tags are used to populate portal pages and other global lists - as well as dynamic books.}}</sup>
+
<span class="form-label bottom">Use cases{{FormTip|Select the use case(s) related to this topic.}}</span>
−
 
 
−
{{{field|Tags|input type=tokens|size=50|values=High-availability,Architecture,BestPractices|placeholder=Select metadata}}}
 
−
 
 
−
Related topics tags <sup>{{FormTip|Set up a "dimension" tag to enable a "related topics" widget between a tightly-coupled set of pages. For example "email" could be a dimension that applies to a set of pages within your doc or doc set pertaining to email.}}</sup>
 
−
 
 
−
{{{field|Dimension|input type=tokens|size=50|values=Journey|placeholder=Set related topics dimension}}}
 
 
</div>
 
</div>
 
</div>
 
</div>
−
<div>
+
<div class="col-md-2 form-label">Feature coming soon? {{FormTip|Tag this article to apply the Feature Coming Soon banner on this page:
−
Contextual statement <sup>{{FormTip|Add an introductory "contextual" sentence to set up the context for this page - a snapshot of what the reader can expect to learn or accomplish from reading this page.
+
{{ComingSoon}}
  
−
The goal is this:
+
You can also apply this setting globally to the version as a whole:
−
*A user reaches this page through search, or a link.
 
−
*They need to understand as quickly as possible whether this page is worth reading for their purposes.
 
−
*The two best places to establish context are the title of the page, and this intro sentence.
 
−
*If the reader determines that no, this is the wrong page, header or sidebar links should direct them to higher level pages to guide them further.
 
  
−
Here are two examples of successful contextual statements:
+
Apply the global setting using '''Manage content''' -> '''Edit version''' and the banner will appear on all pages within this version.}}</div>
 +
<div class="col-md-10">{{{field|ComingSoon|input type=radiobutton|values=Yes,No|default=No|mandatory}}}</div>
  
−
For a Getting started page:
+
<div class="col-md-2 form-label">Platform</div>
−
Learn to navigate in CX Insights, how you can access and run/generate historical reports, and how you can control what data is included in reports. You can also go straight to a {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|topic=HRCXIIncludedReports|display text=complete list of available reports}}.
+
<div class="col-md-10">{{{field|Platform|size=40|input type=tokens|values=GenesysEngage-onpremises,PureConnect,GenesysCloud}}}</div>
  
−
For a standard topic:
+
<div class="col-md-2 form-label">Genesys Multicloud CX settings</div>
−
Use ''themes'' to change the appearance of Genesys Widgets. Themes allow you to apply colors and fonts to all of your widgets in a single operation.
+
<div class="col-md-10 row" style="padding-left: 15px;">
 +
<div class="col-md-4">{{{field|Role|input type=tokens|size=100%|cargo table=PEC_User_Role_MasterList|cargo field=Role}}}<br/>
 +
<span class="form-label bottom">User roles{{FormTip|Select the user role(s) for this page. For example, if this is an article in Agent Setup, the user role would be Administrator.}}</span></div>
  
−
{{NoteFormat|These context statements are saved in Cargo and can be re-used on portal pages and other global lists. Consider this secondary purpose as well: how this statement can give context to a link or list, letting a reader know what to expect before they click to come to this page.}}
+
<div class="col-md-4">{{{field|Application|input type=tokens|size=100%|cargo table=PEC_Applications_MasterList|cargo field=Application}}}<br/>
−
}}</sup>
+
<span class="form-label bottom">Applications{{FormTip|Select the main application(s) for this page. For example, if this is the "How Outbound works" page, the main applications would be CX Contact, Outbound, and Outbound Administration.}}</span></div>
 +
</div>
  
−
{{{field|Context|input type=textarea|editor=visualeditor|mandatory|maxlength=500}}}
+
<div class="col-md-2 form-label">Genesys Cloud settings</div>
−
</div>
+
<div class="col-md-10 ve-height">{{{field|Prereq|input type=textarea|editor=visualeditor}}}
−
Prerequisites section <sup>{{FormTip|This is intended to hold permissions related information for PureCloud content. For example:
+
<span class="form-label bottom">Prerequisites section {{FormTip|This is intended to hold permissions related information for GenesysCloud content. For example:
  
 
[[File:PCPreqSample.png]]
 
[[File:PCPreqSample.png]]
−
}}
+
}}</span></div>
−
 
+
<div style="clear:both;"></div>
−
{{{field|Prereq|input type=textarea|editor=visualeditor}}}
 
 
</div>
 
</div>
 
</toggledisplay>
 
</toggledisplay>
−
==Add or re-order sections==
+
</div>
 +
 
 
{{{field|Section|holds template}}}
 
{{{field|Section|holds template}}}
 
{{{end template}}}
 
{{{end template}}}
−
{{{for template|Section|multiple|embed in field=Article[Section]|displayed fields when minimized=sectionHeading}}}
+
{{{for template|Section|multiple|embed in field=Article[Section]|displayed fields when minimized=sectionHeading|add button text=Add a section}}}
−
<div class="clearfix">
+
<div class="row" style="padding-left:15px;">
−
<div class="col-md-8" style="padding-left: 0;">
+
<div class="col-md-2 form-label">Section heading{{FormTip|
−
Section heading{{FormTip|
 
 
===Set the heading for your section===
 
===Set the heading for your section===
 
Enter the H2 heading for this section. This heading populates the Bootstrap in-page navigation widget that appears in the right sidebar.
 
Enter the H2 heading for this section. This heading populates the Bootstrap in-page navigation widget that appears in the right sidebar.
  
 
Sample:
 
Sample:
−
[[File:Sampleheading.png]]}}
+
[[File:Sampleheading.png]]}}</div>
 +
<div class="col-md-10">{{{field|sectionHeading|input type=text|size=80}}}</div>
 +
 
 +
<div class="col-md-2 form-label">Anchor ID{{FormTip|
 +
===Set an anchor for this section===
 +
Use this ID for creating direct links to this section.
 +
 
 +
Use an anchor for your direct section links so that you are free to change the section heading without breaking any incoming links.
 +
 
 +
Note: The ID must be unique to this particular article. It does not need to be unique across the system.}}</div>
 +
<div class="col-md-10">{{{field|anchor|size=27}}}</div>
 +
 
 +
<div class="col-md-2 form-label">Section alignment{{FormTip|
 +
===Choose the alignment for this section===
 +
You can choose from two possible layouts: horizontal and vertical.
 +
 
 +
Horizontal layout is the default. In this layout, you must select an image which appears to the left, and accompanying text appears on the right.
 +
 
 +
Vertical layout lets you add content full width, images or text, as you see fit.}}</div>
 +
<div class="col-md-10">{{{field|alignment|input type=dropdown|existing values only|default=Vertical|values=Horizontal,Vertical|show on select=Horizontal=>Horizontal}}}</div></div>
  
−
{{{field|sectionHeading|input type=text|placeholder=Enter the H2 for this section}}}
+
<div id="Horizontal">
 +
<div class="row" style="padding-left: 15px;">
 +
<div class="col-md-2 form-label">Media</div>
 +
<div class="col-md-10 row" style="padding-left:15px;">
 +
<div class="col-md-4">{{{field|Media|input type=combobox|values=Image,GIF,Video|existing values only}}}<br/>
 +
<span class="form-label bottom">Media type</span></div>
 +
<div class="col-md-4">{{{field|image|size=27}}}<br/>
 +
<span class="form-label bottom">Filename or Vimeo ID</span></div>
 +
<div class="col-md-10">{{{field|AltText|input type=text|size=100|maxlength=125}}}
 +
<span class="form-label bottom">Alt-Text</span></div>
 +
</div>
 +
</div>
 +
</div>
 +
<div class="form-label">Section text</div>
 +
<div class="col-md-12">{{{field|structuredtext|input type=textarea|editor=visualeditor}}}</div>
  
−
FAQ section heading{{FormTip|
+
<div id="Horizontal">
 +
<div class="form-label">Wide section text{{FormTip|Add extra full-width text beneath the horizontal text-image pair (optional)}}</div>
 +
<div class="col-md-12 ve-height">{{{field|structuredtextwide|input type=textarea|editor=visualeditor}}}</div>
 +
</div>
 +
<div class="row" style="padding-left:15px;">
 +
<div class="col-md-2 form-label">FAQ question{{FormTip|
 
===Convert this section into an FAQ===
 
===Convert this section into an FAQ===
 
You can convert any section into an FAQ. Create a useful question as your heading.   
 
You can convert any section into an FAQ. Create a useful question as your heading.   
Line 122: Line 154:
 
Sample FAQ page:
 
Sample FAQ page:
 
[[File:FAQSample.png]]
 
[[File:FAQSample.png]]
−
}}
+
}}</div>
 +
<div class="col-md-10">{{{field|FAQHeading|input type=text|size=80}}}</div>
  
−
{{{field|FAQHeading|input type=text|placeholder=(Optional) Enter question to enable FAQ|size=70}}}
+
<div class="col-md-2 form-label">Hide from published?</div>
−
</div>
+
<div class="col-md-10">{{{field|Status|input type=radiobutton|values=Yes,No|default=No|mandatory}}}</div></div>
−
<div class="col-md-4" style="padding-left: 0;">
+
{{{end template}}}
−
Type of section{{FormTip|
 
−
===Select the type for this section===
 
−
You have two choices: structured or unstructured.
 
  
−
====Unstructured====
+
{{#css:
−
This section consists of basically an H2 heading and free text.  
+
.form-label {clear:both}
−
 
+
.col-md-2, .col-md-4, .col-md-10, .col-md-12 { padding-left:0; margin-bottom: 15px;}
−
====Structured====
+
.col-md-4 p { margin-bottom: 0; }
−
This section is meant for visual first, cloud-style content. It requires an image or video to be included. There are other layout choices available. By default, layout is a horizontal left-right alignment of image and accompanying text. You can also choose a vertical layout: where image appears first, and accompanying text shows up below.
+
.select2-container-multi .select2-choices { border-color: #BBB; background-image: none; }
 +
.select2-container-multi .select2-choices .select2-search-field input { font-family: roboto; }
 +
.select2-container-multi .select2-choices .select2-search-field { height: 30px; }
 +
input { font-size: 16px; }
 +
.form-label { font-weight: 500; text-align:left; }
 +
.bottom { font-size: 80%; margin-top: -10px; font-weight: 300; }
 +
.radioButtonItem, .checkboxLabel { padding-top: 0; margin-bottom: 0; font-weight: 300}
 +
.ve-height .ve-area-wrapper .ve-ce-documentNode { min-height: 100px; }
 +
.ve-area-wrapper .ve-ce-documentNode { padding: 0.6em 0.8em; min-height: 325px; max-height: 500px; overflow-y: scroll; }
 +
#mw-content-text .select2-container .select2-choice { height: 34px; line-height: normal; }
 +
div.pfComboBox { margin-bottom: 0; }
 +
#pf-expand-all { margin: 20px 0 30px 0; }
 +
#pf-expand-all a { background-color: #5d3e5d; border: 2px solid #5d3e5d; padding: 0.45em 2.50em; color: white; margin-top: 20px; border-radius: 3px; }
 +
.panel-title { padding: 10px; }
 +
.panel>.panel-heading { padding: 0 }
 +
.toggle-wrap { margin: 20px 0 25px; }
 +
.toggle-wrap>a{ display: block; padding: 10px; color: #333; background-color: #f5f5f5; border: 1px solid #ddd; border-top-left-radius: 3px; border-top-right-radius: 3px; }
 +
.toggle-wrap>a:before { content: '\f0d7'; float: left; font-family: FontAwesome; margin-right: 10px; text-decoration: none; }
 +
.toggle-content { padding: 10px 20px; border: 1px solid #ddd; border-top: none; border-bottom-left-radius: 3px; border-bottom-right-radius: 3px; }
 +
.multipleTemplateInstanceTable table > tbody > tr > td, .multipleTemplateInstanceTable table > tbody > tr > th {
 +
    padding: 5px;
 +
    background-color: white !important;
 +
    border: 1px solid lightgrey; }
 
}}
 
}}
−
 
−
{{{field|Type|input type=radiobutton|values=Unstructured,Structured|mandatory|default=Unstructured|show on select=Unstructured=>Unstructured;Structured=>Structured|}}}
 
−
 
−
Anchor{{FormTip|
 
−
===Set an anchor for this section===
 
−
Use this ID for creating direct links to this section.
 
−
 
−
Use an anchor for your direct section links so that you are free to change the section heading without breaking any incoming links.
 
−
 
−
Note: The ID must be unique to this particular article. It does not need to be unique across the system.}}
 
−
 
−
{{{field|anchor|placeholder=Add ID for anchor links to this section}}}
 
−
</div>
 
−
</div>
 
−
<div id="Unstructured">
 
−
<br/>
 
−
Text
 
−
 
−
{{{field|freetext|input type=textarea|editor=visualeditor}}}
 
−
 
−
</div>
 
−
<div id="Structured">
 
−
<div class="clearfix">
 
−
<div class="col-md-2" style="padding-left: 0;">
 
−
<br/>
 
−
Alignment{{FormTip|
 
−
===Choose the alignment for this section===
 
−
You can choose from two possible layouts for structured sections: horizontal and vertical.
 
−
 
−
Horizontal layout is the default. In this layout, images appear on the left, and accompanying text appears on the right.
 
−
 
−
Vertical layout places the image above the accompanying text, which appears below the image.}}
 
−
 
−
{{{field|alignment|input type=dropdown|values=Horizontal,Vertical}}}
 
−
</div>
 
−
<div class="col-md-10" style="padding-left: 0;">
 
−
<br/>
 
−
Image or video (only one of either)
 
−
 
−
Image: {{{field|image|placeholder=Paste the filename for your image}}} Animated GIF?{{{field|gif|input type=radiobutton|mandatory|values=No,Yes|default=No}}}
 
−
 
−
Vimeo ID: {{{field|video|size=60|placeholder=Enter the Vimeo ID for the video you want to embed}}}
 
−
</div>
 
−
</div>
 
−
<br/>
 
−
Supporting text
 
−
 
−
{{{field|structuredtext|input type=textarea|editor=visualeditor}}}
 
−
 
−
 
−
Add extra full-width text beneath the horizontal text-image pair? {{{field|fullwidth|input type=radiobutton|mandatory|values=Yes,No|default=No|show on select=Yes=>fullwidth}}}
 
−
<div id="fullwidth">
 
−
{{{field|structuredtextwide|input type=textarea|editor=visualeditor}}}
 
−
</div>
 
−
 
−
Hide this section from published pages
 
−
{{{field|Status|input type=checkbox}}}
 
−
 
−
</div>
 
−
{{#css: #pf-expand-all {border:1px solid orange;padding:5px;width:285px} }}
 
−
{{{end template}}}
 
  
 
{{{standard input|summary}}}
 
{{{standard input|summary}}}
Line 203: Line 194:
 
{{{standard input|minor edit}}} {{{standard input|watch}}}
 
{{{standard input|minor edit}}} {{{standard input|watch}}}
  
−
{{{standard input|save and continue}}}{{{standard input|save}}} {{{standard input|changes}}} {{{standard input|cancel}}}
+
{{{standard input|save and continue}}}{{{standard input|save}}} {{{standard input|preview}}} {{{standard input|changes}}} {{{standard input|cancel}}}
 
</includeonly><noinclude>[[Category:Article_Cargo]][[Category:ActiveForms]][[Category:MintyDocs_Cargo]]</noinclude>
 
</includeonly><noinclude>[[Category:Article_Cargo]][[Category:ActiveForms]][[Category:MintyDocs_Cargo]]</noinclude>

Latest revision as of 19:45, June 14, 2022

This is the "Article" form. To create a page with this form, enter the page name below; if a page with that name already exists, you will be sent to a form to edit that page.


Retrieved from "https://all.docs.genesys.com/Form:Article (2025-06-19 07:02:31)"