Understanding article multiplacement
- Article includes the title, body content, and management permissions for the article. The content of each article is unique to that article, and is carried over to each of the related placements. When you make and publish changes to article content, all related placements are also automatically updated.
- Placements are configurations within an article that specify where the article should appear in your help center. When you create a placement for an article, you specify the brand and section in which you want the article to appear, and you define the unique settings for that placement (for example, viewing permissions, SEO keywords, comments, etc.) You can configure up to 10 placements for each article. Placement articles are rendered when you publish the original article, and have a unique help center article ID. To learn more about creating article placements, see Creating article placements.
Once you create an article and configure the sections in which you want it to appear, you can publish the article to automatically render the placement articles. From an end-user standpoint, each placement article appears as a standalone article in the help center. There are no outward indications that the article is a placement, rather than a unique, standalone article.
For example, the article "How to issue a refund" has three placements, and therefore appears in three different places in your help center, each with its own article ID.
Creating article placements
You can create up to 10 placements for each existing article in your help center. Article placements define the brand and section in which you want the article to appear to end users, as well as contain additional elements unique to that placement, such as viewing permissions, content tags, and labels.
- In your help center, navigate to the article to which you want to add placements, then click Edit article in the top menu bar.
- If the Article settings panel is not displayed in the sidebar, click the Article settings icon () to expand the panel.
- In the Placement section, click + to create a placement.
- In the Sections area, click Manage sections.
- In the Sections modal, select a brand and section in which you want the article to live.
- Continue selecting additional sections until you've reached the maximum limit of 10 sections (including the original placement for the article).
- Click Done. The Sections area in the Placement card now shows the sections that you added.
- Click Create placement.
The placements you created are added to the Placements list for the article.
- Click Save.
- When you're ready to publish your article, click the drop-down arrow on the Save button, then select Publish.
Changes to settings are effective immediately after pressing Save, while changes to the title and body content are published when you select Publish. One publish action publishes the update in all configured placements. Placements are rendered into articles in the requested sections, each with their own help center article ID.
Working with article placements
You can edit an article placement to change the sections in which it appears in your help center, or modify placement settings such as viewing permissions, content tags, and labels. If you no longer want an article placement, you can remove it from the article placements list.
- In your help center, navigate to the article to which you want to add placements, then click Edit article in the top menu bar.
- If the Article settings panel is not displayed in the sidebar, click the Article settings icon () to expand the panel.
- In the Placement section, click on the placement card that you want to edit, then select Edit.
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Use the settings available in the Placement panel to change the section the article is placed in, or edit other placement settings. See Creating article placements above.
- Click Update settings.
- In your help center, navigate to the article to which you want to add placements, then click Edit article in the top menu bar.
- If the Article settings panel is not displayed in the sidebar, click the Article settings icon () to expand the panel.
- In the Placement section, click on the placement card that you want to edit, then select Delete, then click Delete placement.