Setting up a requests-only (tickets-only) Help Center (Guide Professional) Follow

Comments

13 comments

  • Avatar
    Dr. J

    Awesome, thanks Rebecca!

  • Avatar
    Ethan

    Is is possible to customize the links on the breadcrumbs (not just the CSS)? It was pretty easy to set-up a requests only Help Center, but want to optimize our navigation a bit. 

    For example, setting either the New Request page or Requests List page as our new "Home" page. It would also cut down on the amount  of pages we need to configure and manage.

  • Avatar
    Rebecca

    Hi Ethan- 

    The breadcrumbs in Help Center is added via a Curlybars helper therefore customizing default behavior of the prebuilt helper is a little more challenging. However in our Help Center developer documentation we provide the code of the breadcrumbs meaning you could grab this code, remove the {{breadcrumbs}} helper from wherever you're working in Help Center and customize the behavior as needed.

    However another challenge in this process will be that Help Center provides pre-built templates, meaning the breadcrumbs helper is dynamically changing its links based on what category, section, or article you are on. Therefore to customize across multiple pages you would likely need to add multiple conditional statements. 

    Lastly, having the New Request or Lists pages be the homepage is likely not possible without a javascript redirect or iframing of these pages into the homepage. The {{request_form}} advanced helper for example, that renders the new request form, is only available on the new request page template. 

     

  • Avatar
    Nicolas

    Wow, now we need to edit kind of codes to have a Ticket portal!

    Disapointed....

  • Avatar
    Nicolas

    Hi, how to do to have the 2 buttons aligned horizontally?

     

    Thx

  • Avatar
    Cgauguin

    Hi,

    I´m having trouble with the page-path for "Submit a request"

    <form style="display: block; text-align: center; margin: 20px;" class="submitbutton"
    action="{{page_path 'new_request'}}">
    <input type="submit" value="Submit a Request">
    </form>

    it takes me to an incorrect page and not to the "Submit a request" page. 

    I have a header on all the pages with a link that takes me to the correct page

     {{link 'new_request' class='submit-a-request'}}

    so I know its possible to get there. Is there something wrong with the code?

  • Avatar
    Rebecca

    Hi Cgauguin-

    I tested this and confirmed the code does work as outlined. What page are you directed to when selecting the button? This may be a result of agents not having direct access to the submit a request page.

    To view the request page as an agent: 

    1. In your Help Center, click General > Customize design.
    2. In the Previewing as box in the lower right corner, click the drop-down arrow next to the role name. 
    3. Select End-user
  • Avatar
    Nicolas

    Same issue for me.

    I am logged as admin (manager), I select "Previewing as end-user" but when I click "Submit a request" button then it opens my Agent Dashboard page in "old web portal".

    This is my code (normally copy/paste from yours)
    <form style="display: block; text-align: center; margin: 20px;" class="submitbutton"
    action="{{page_path 'new_request'}}">    
      <input type="submit" value="Submit a Request">
    </form>
    <form  style="display: block; text-align: center; margin: 20px;"class="requestbutton"
    action="{{page_path 'my_activities'}}">
       <input type="submit" value="Check your Existing Requests">
    </form>   

    By the way, I repeat my question, how to have the 2 buttons aligned horizontally? The 2 buttons vertically aligned in middle of screen is really ugly isn't?

    Nico

  • Avatar
    Cgauguin

    Hi Rebecca. 

    I´m looking at it as end-user. Thats why its strange that I also end up seeing Agent Dashboard page in "old web portal", just like Nico Kunzer. 

    I would also like the buttons to be in the same line horizontally. 

  • Avatar
    Cgauguin

    Hi,

     

    I tried to make the "Submit a request" button work, and have substituted this part:

     

    <form style="display: block; text-align: center; margin: 20px;" class="submitbutton"
    action="{{page_path 'new_request'}}">
    <input type="submit" value="Submit a Request">
    </form>

    <form style="display: block; text-align: center; margin: 20px;"class="requestbutton"
    action="{{page_path 'my_activities'}}">
    <input type="submit" value="Check your Existing Requests">
    </form>

     

    with this:

    <nav class="user-nav" id="user-nav">
    {{link 'new_request' class='submit-a-request' role='button'}}
    </nav>


    <nav class="user-nav" id="user-nav">
    {{link 'requests' class='check-your-existing-requests' role='button'}}
    </nav>

     

    Viewed as End-user the buttons are alligned and the button "Submit a request" now works. It looks different but it now is working.

  • Avatar
    Nicolas

    Hi Cgauguin

    It works also for me! Thanks for your help mate.

    Just one detail: the 2 buttons are aligned on the left side. Do you know how to center?

    Nico

  • Avatar
    Cgauguin

    All of my coding looks like this right now. I know its not pretty but for me it looks like the buttons are centered:

    <div id="divhomecontainer">
    <br>
    <br>
    <br>
    <br>
    <br>
    <br>
    <br>
    <center> <h1>Welcome to Rebecca's Support Portal</h1>
    <br>
    <center> <h2> Select below to Submit a New Request or Check your Existing Requests<h2>
    <br>


    <nav class="user-nav" id="user-nav">
    {{link 'new_request' class='submit-a-request' role='button'}}
    </nav>


    <nav class="user-nav" id="user-nav">
    {{link 'requests' class='check-your-existing-requests' role='button'}}
    </nav>

    </div>
    {{!--<section class="section hero">
    <div class="hero-inner">
    {{search submit=false instant=true class='search search-full'}}
    </div>
    </section>

    <div class="container">
    <section class="section knowledge-base">
    <section class="categories blocks">
    <ul class="blocks-list">
    {{#each categories}}
    <li class="blocks-item">
    <a href='{{url}}' class="blocks-item-link">
    <h4 class="blocks-item-title">{{name}}</h4>
    <p class="blocks-item-description">{{excerpt description}}</p>
    </a>
    </li>
    {{/each}}
    </ul>
    {{pagination}}
    </section>

    {{#if promoted_articles}}
    <section class="articles">
    <h3>{{t 'promoted_articles'}}</h3>
    <ul class="article-list promoted-articles">
    {{#each promoted_articles}}
    <li class="promoted-articles-item">
    <a href="{{url}}">
    {{title}}
    </a>
    </li>
    {{/each}}
    </ul>
    </section>
    {{/if}}
    </section>

    {{#if help_center.community_enabled}}
    <section class="section community">
    <h2>{{t 'community'}}</h2>
    {{#link 'community' class='community-link'}}
    {{t 'join_conversation'}}
    {{/link}}

    <div class="community-image"></div>
    </section>
    {{/if}}

    <section class="section activity">
    {{recent_activity}}
    </section>
    </div>--}}.

  • Avatar
    Nicolas

    Ok I used this <center> and now it is good.

    Thx

Please sign in to leave a comment.

Powered by Zendesk