Difference between revisions of "Form: Article"

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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}} }}}
 +
 
{{{for template|Article}}}
 
{{{for template|Article}}}
−
'''Is this a standalone article?'''
+
<div class="toggle-wrap">
−
{{{field|Standalone|input type=radiobutton|values=Yes,No|default=No|mandatory}}}
+
<toggledisplay linkstyle font-size:larger showtext="Set up your page" hidetext="Set up your page">
 +
<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>
 +
 
 +
<div class="col-md-2 form-label">Display title {{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.}}</div>
 +
<div class="col-md-10">{{{field|DisplayName|size=100%}}}</div>
  
−
==Define this page==
+
<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="clearfix">
+
<div class="col-md-10">{{{field|TocName|size=100%}}}</div>
−
<div class="col-md-4" style="padding-left: 0;">
 
−
'''Display title''' <sup>{{#ppin:
 
−
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.|&nbsp;Help|width=600|mandatory}}</sup>
 
  
−
{{{field|DisplayName}}}
+
<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:
  
 +
[[File:ContextExample_hist.png]]
  
 +
[[File:ContextExample_intraday.png]]
 +
 +
 +
{{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>
 +
 +
<div class="col-md-10 ve-height">{{{field|Context|input type=textarea|editor=visualeditor|mandatory|maxlength=500}}}</div>
 +
 +
<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">
 
<div class="col-md-4">
−
'''TOC Title''' <sup>{{#ppin:(Optional) Choose a shorter name for the left-hand navigation tree/TOC. Be careful to keep your Display and TOC page names logically consistent.|&nbsp;Help|width=600}}</sup>
+
{{{field|UseCase|input type=tokens|size=50|values={{#cargo_query:tables=SMART_Meta|fields=ID|no html}}|mapping template=UseCaseMap}}}<br/>
 +
<span class="form-label bottom">Use cases{{FormTip|Select the use case(s) related to this topic.}}</span>
 +
</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:
 +
{{ComingSoon}}
  
−
{{{field|TocName}}}
+
You can also apply this setting globally to the version as a whole:
  
−
</div>
+
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-4" style="padding-right: 0;">
+
<div class="col-md-10">{{{field|ComingSoon|input type=radiobutton|values=Yes,No|default=No|mandatory}}}</div>
  
−
'''Global tags''' <sup>{{#ppin: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.|&nbsp;Help|width=600}}</sup>
+
<div class="col-md-2 form-label">Platform</div>
 +
<div class="col-md-10">{{{field|Platform|size=40|input type=tokens|values=GenesysEngage-onpremises,PureConnect,GenesysCloud}}}</div>
  
−
{{{field|Tags|input type=tokens|size=50|values=High-availability,Architecture,BestPractices|placeholder=Select metadata}}}
+
<div class="col-md-2 form-label">Genesys Multicloud CX settings</div>
 +
<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>
  
−
'''Related topics tags''' <sup>{{#ppin: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.|&nbsp;Help|width=600}}</sup>
+
<div class="col-md-4">{{{field|Application|input type=tokens|size=100%|cargo table=PEC_Applications_MasterList|cargo field=Application}}}<br/>
 +
<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|Dimension|input type=tokens|size=50|values=Journey|placeholder=Set related topics dimension}}}
+
<div class="col-md-2 form-label">Genesys Cloud settings</div>
 +
<div class="col-md-10 ve-height">{{{field|Prereq|input type=textarea|editor=visualeditor}}}
 +
<span class="form-label bottom">Prerequisites section {{FormTip|This is intended to hold permissions related information for GenesysCloud content. For example:
 +
 
 +
[[File:PCPreqSample.png]]
 +
}}</span></div>
 +
<div style="clear:both;"></div>
 
</div>
 
</div>
−
</div>
+
</toggledisplay>
−
<div>
 
−
'''Contextual statement''' <sup>{{#ppin:Add an introductory sentence to set up the context for this page. This sentence will be highlighted in the library card, and also re-used on portal pages and other global lists. Make it good!|&nbsp;Help}}</sup>
 
−
 
 
−
{{{field|Context|input type=textarea|editor=tinymce|mandatory}}}
 
 
</div>
 
</div>
  
−
<div>
 
−
==Add or re-order sections==
 
−
{{SectionReordingLimitationNote}}
 
 
{{{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 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''':
 
−
[[File:samplheading.png]]}}
 
−
 
 
−
{{{field|sectionHeading|input type=text|placeholder=Enter the H2 for this section}}}
 
−
 
 
−
'''FAQ section heading'''{{FormTip|
 
−
===Convert this section into an FAQ===
 
−
You can convert any section into an FAQ. Convert your section heading into a useful '''question''' and this will be added as an FAQ to the system.
 
−
 
 
−
FAQ sections are stored for this guide, and will appear if you add an FAQ page to this guide.
 
  
−
'''Note''': FAQs should be used judiciously. Every "converted section" FAQ that you add will be included in a general FAQ repository (Cargo) and will be re-used in various ways in the future.
+
Sample:
 +
[[File:Sampleheading.png]]}}</div>
 +
<div class="col-md-10">{{{field|sectionHeading|input type=text|size=80}}}</div>
  
−
===To add an FAQ page to this guide:===
+
<div class="col-md-2 form-label">Anchor ID{{FormTip|
−
#Click '''Manage Content -> Edit manual''' in the right sidebar.
+
===Set an anchor for this section===
−
#Add '''FAQ''' to the '''Alternate Form''' field in the manage manual form.
+
Use this ID for creating direct links to this section.
−
#Add an FAQ section and page to your topics list
 
−
#When you open the red link for this new FAQ topic, select "FAQ" from the list of available alternate forms.  
 
  
−
'''Sample FAQ page''':
+
Use an anchor for your direct section links so that you are free to change the section heading without breaking any incoming links.
−
[[File:FAQSample.png]]
 
−
}}
 
  
−
{{{field|FAQHeading|input type=text|placeholder=(Optional) Enter question to enable FAQ|size=70}}}
+
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>
+
<div class="col-md-2 form-label">Section alignment{{FormTip|
−
<div class="col-md-4" style="padding-left: 0;">
+
===Choose the alignment for this section===
−
'''Type of section'''
+
You can choose from two possible layouts: horizontal and vertical.
  
−
{{{field|Type|input type=radiobutton|values=Unstructured,Structured|mandatory|default=Unstructured|show on select=Unstructured=>Unstructured;Structured=>Structured|}}}
+
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.
  
−
'''Anchor'''
+
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|anchor|placeholder=Add ID for anchor links to 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>
−
<div id="Unstructured">
 
−
<br/>
 
−
'''Text'''
 
−
 
−
{{{field|freetext|input type=textarea|editor=tinymce}}}
 
−
 
 
</div>
 
</div>
−
<div id="Structured">
+
<div class="form-label">Section text</div>
−
<div class="clearfix">
+
<div class="col-md-12">{{{field|structuredtext|input type=textarea|editor=visualeditor}}}</div>
−
<div class="col-md-2" style="padding-left: 0;">
 
−
<br/>
 
−
'''Alignment'''
 
  
−
{{{field|alignment|input type=dropdown|values=Horizontal,Vertical}}}
+
<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>
−
<div class="col-md-10" style="padding-left: 0;">
+
<div class="row" style="padding-left:15px;">
−
<br/>
+
<div class="col-md-2 form-label">FAQ question{{FormTip|
−
'''Image or video (only one of either)'''
+
===Convert this section into an FAQ===
 +
You can convert any section into an FAQ. Create a useful question as your heading. 
  
−
Image: {{{field|image|placeholder=Paste the filename for your image}}}
+
The FAQ sections for this guide appear if you add an FAQ page to this guide.
  
−
Vimeo ID: {{{field|video|size=60|placeholder=Enter the Vimeo ID for the video you want to embed}}}
+
Note: Use FAQs judiciously. Every "converted section" FAQ will be included in a general FAQ repository (Cargo) and will be re-used in various ways in the future.
−
</div>
 
−
</div>
 
−
<br/>
 
−
'''Supporting text'''
 
  
−
{{{field|structuredtext|input type=textarea|editor=tinymce}}}
+
===To add an FAQ page to this guide:===
 +
#Click Manage Content -> Edit manual in the right sidebar.
 +
#Add FAQ to the Alternate Form field in the manage manual form.
 +
#Add an FAQ section and page to your topics list
 +
#When you open the red link for this new FAQ topic, select "FAQ" from the list of available alternate forms.
  
 +
Sample FAQ page:
 +
[[File:FAQSample.png]]
 +
}}</div>
 +
<div class="col-md-10">{{{field|FAQHeading|input type=text|size=80}}}</div>
  
−
'''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 class="col-md-2 form-label">Hide from published?</div>
−
<div id="fullwidth">
+
<div class="col-md-10">{{{field|Status|input type=radiobutton|values=Yes,No|default=No|mandatory}}}</div></div>
−
{{{field|structuredtextwide|input type=textarea|editor=tinymce}}}
+
{{{end template}}}
−
</div>
 
−
</div>
 
−
</div>
 
  
−
{{{end template}}}
+
{{#css:
 +
.form-label {clear:both}
 +
.col-md-2, .col-md-4, .col-md-10, .col-md-12 { padding-left:0; margin-bottom: 15px;}
 +
.col-md-4 p { margin-bottom: 0; }
 +
.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; }
 +
}}
  
 
{{{standard input|summary}}}
 
{{{standard input|summary}}}
Line 143: Line 195:
  
 
{{{standard input|save and continue}}}{{{standard input|save}}} {{{standard input|preview}}} {{{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]]</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 13:26:13)"