In a Guide theme, there is one page template each for article, section, and category by default. Guide admins can create additional templates for article, sections, and categories. If your live theme has multiple templates for these template types, you can change the template for an article, section, or category at any time.
Agents can change the template on any article they have permission to edit. You must be a Guide admin to change the template for a section or category.
Changing the template for an article
If you have multiple article templates in your live theme, you apply a template when you create a new article. You can change the template on an existing article at any time.
Agents can change the template on any article they have permission to edit.
To change the template for an article
- In your help center, navigate to the article you want to edit, then click Edit
article in the top menu bar.
Alternatively, in Guide, click the Manage articles (
) icon in the sidebar, then select an article from an article list to open it in edit mode.
- If the Article settings panel is not displayed in the sidebar, click the
Article settings icon (
) to expand the panel.
- Click the Placement card to expand the Placement panel, then scroll down to the Template field.
- Click the Template menu, then select a template.
- Click Update settings.
The live article is updated with the new template. You cannot preview this change in the article editor.
Changing the template for a category or section
If you have multiple category or section templates in your live theme, you apply a template when you create a new category or section. You can change the template on an existing category or section at any time.
You must be a Guide admin to change the template for a section or category.
To change the template for a category or section
- In your help center, navigate to the category or section you want to edit, then click
Edit category or Edit section in the top menu bar.
Alternatively, in Guide Admin, click the Arrange content (
) icon in the sidebar, then click the option icon (
) on the category or section to expand the menu. Select Edit section or Edit category to open it in edit mode.
- In the sidebar, click the Template menu, then select a template.
- Click Update.
The live category or section is updated with the new template.
4 comments
Pan Vivian
Our plan is professional plan. Can we change the theme template for an article, section, or category in our help center?
0
Cheeny Aban
Unfortunately, this feature is only available to Guide Enterprise plan and up. This is the next plan after professional so you might want to check with your AE for a possible upgrade.
0
Dinesh Korgaokar
hey,
Any api endpoint to set a particular template as its take default template and cant find API for it.
0
Jeff C
Hello Dinesh,
Unfortunately, I am afraid to say that setting or updating the templates is not currently available via API.
0