Adding multiple article, section, and category templates to your theme (Guide Enterprise)

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22 Comments

  • Nick Severson
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    We'd like to have a default set of headings/sections populate when a new article is created. Is there a way to do this with templates? It doen't look like I can define a default "article body" to populate that would then be editable. Thanks in advance for any tips.

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  • Dan Kondzela
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    Hey Nick, It sounds like you are looking for some information on how to set up consistent Articles in the Article Editor itself, not the back end behavior of these articles.

    Unfortunately we do not have built in functionality that accomplishes exactly what you're looking for, Article Body Templates. That is a great suggestion though! For now I would recommend drafting your articles bodies in a service like Microsoft Word or Google Docs and then copy past in as needed. It's not seamless, but it will cut down on your editing time.

    Thanks!

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  • Nick Severson
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    Makes sense. Thanks for the info.

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  • Matt Farrington Smith
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    Just wanted to echo this request too - that would be of great use to us. I was just asking a member of your support team the very same thing.

    Surely it wouldn't be that taxing to do in the backend and make the feature available to us no?

    Thanks, Matt

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  • Alex Gillum-Webb
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    Another one for this request. Seems like the most sensible use of a templates feature especially when Zendesk promote collaboration amongst agents when it comes to building a knowledge base - it would make for a far tidier kb if agents had templates to work from within the editor. i.e. a 'How to' or an 'FAQ' type of thing.

    Does anyone else have a solution to adding placeholder text to the .hbs file?

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  • Brett - Community Manager
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    Hey Alex,

    Thanks for sharing your feedback!

    I would encourage you to cross-post this in our Guide Product Feedback forum as well. This will help provide visibility to both our product managers since that's the primary channel they use to capture customer feedback.

    Cheers!

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  • Dru Kepple
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    When previewing multiple templates, is there a way to view anything other than the default page for an article or section?

    Let's say I have a new template set up for a section. For now, all other sections use the original, default template.

    While I'm in local preview mode, if I navigate to the section that has the new template, it shows up rendered through the original template.

    If I use the dropdown to specifically select the new template, then it renders some randomly chosen "default" section through the new template.

    I can't seem to preview the desired section with the desired template. Am I missing something?

    Everything works fine when it's all published, but I felt a little like I was flying blind until then.

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  • Brett - Community Manager
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    Hey Dru,

    You should be able to preview your templates via the Templates menu in Preview Mode. Screenshot below: 

    Then, if you navigate to a particular article, you can select the template you'd like to preview it with.

    Let me know if I'm misunderstanding your question!

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  • Dru Kepple
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    You understood, and answered my question...thank you! It seems simple now that I know, but was rather unintuitive until now. So, is there a cookie set, declaring which template you've last selected, and then as you navigate to any article (or whatever), it uses that template, until you select another? 

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  • Brett - Community Manager
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    Hey Dru,

    AFAIK that's how it works :) I actually reached out to one of our Guide PM's and those are the steps that were recommended to me.

    Cheers!

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  • Grant Foster
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    Hey team, has any progress been made on "Article Body Templates" that was requested earlier in this article? 
    I couldn't find a feature request matching it. 

    Would be super awesome to be able to template the article body and then be able to edit the content.

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  • Nicole - Community Manager
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    Hey Grant - 

    The product team is working on the concept of reusable blocks of content, where you could post the same chunk of content in multiple places, but I haven't heard of anything around article body templates. I encourage you to post the idea to the Feedback on Guide topic in the community, so that others can up vote and add to the idea. Product managers are subscribed to the notifications on that topic, so they can see it and engage as well. 

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  • Molina, Theresa
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    I don't have Add New Template in my templates list...how do I get that? 

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  • Devan
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    Hello Molina, Theresa,

    Looking into your account, I believe this is because you are running on a trial account, which is limited in the scope of functionality you have access to. If you would like to upgrade your account and need more information, I've shared a link below that should help.

    Guide Pricing

    Best regards. 

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  • Dan Cooper
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    Is there a way to select one of the template themes via the API?  I'm thinking through a use case where an internal facing article might be wrapped differently than a public facing article to help indicate that certain content shouldn't be shared based on its visibility.  I could do this via the theme code to check if the article is internal but I'd like to extend this to other user segments as well. 

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  • Dru Kepple
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    Hey Dan, I don't believe it's documented yet, but it looks like there is a

    "theme_template": "section_pages/hot_topics"

    attribute in the sections JSON objects now. I checked one of my articles that uses a separate template, but it doesn't look like it's there. Not sure if this is a work in progress, if I'm getting cached data, or what, exactly...

    Might be worth POSTing or PUTting a `theme_template` attribute to an article to see what happens (I'd try it myself but time's a little tight right now...)

    Also, seems like the default value for the "regular" template is simply "section_page".

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  • Dan Cooper
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    Thanks Dru, this definitely gives me a lead in how I can look into this. 

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  • Richard Younger
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    Grant Foster I would also like an update! :) 

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  • Nicole - Community Manager
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    Grant Foster and Richard Younger - 

    The product team is working on some functionality that will allow for blocks of content to be reused in multiple places throughout a knowledge base. You should follow this feedback post to receive updates about that feature, which we do expect to go into an EAP in the near future: 

    Allow articles to be posted to multiple sections

    As far as the specific request around article body templates, here is the feedback thread that Grant created so that users can up vote it and add their comments to it: 

    Article Body Templates

    That thread is where product managers will ask questions and provide updates if and when it is something they pick up to work on. 

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  • Richard Younger
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    Thank you very much Nicole - Community Manager

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  • Nicole - Community Manager
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    You're welcome, Richard!

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  • Eloise Barrow
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    Would be great to be able to add a Header template! I've coded an animated header on the homepage but I want a static, fixed header on all other pages. Trying various things but can't seem to find a decent workaround. Appreciate any suggestions!

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