Trying to improve release notes--do I need a new theme?

Hi Mark Glinski

Yes you can build this feature on your current theme (Copenhagen) you need to write a custom js code to achieve this 

Thank You 

Pulkit Team Diziana

Hi Mark,

I can confirm the above mentioned comment. We also amended the Copenhagen theme by adding the corporate design of our company.

1) A preview of each article in a category section, that customers can click to view the full contents.

=> The newest articles are mentioned and a short preview has to be added by you. The standard HC is showing the panels and the articles only. The link will show the article itself, no short view actually.

2) A visual tag or label for each article that customers can use as a filter when looking for specific articles

=> You can add tags or labels to articles.

3) Dropdowns for customers to filter for specific articles.

=> Never mentioned the feature, but as the HC is customizable it should be possible.

Regards, Stephan

Hey Mark Glinski -

Agree with the above!  The JavaScript Cookbook should give you a baseline knowledge of how Zendesk utilizes JS in the Help Center environment.  Don't forget to install jQuery!

Brandon

Hi Mark,

Let me know if this helps

1. Article Previews:

There are two ways to achieve article previews:

• Using the built-in preview feature:

  1. While editing an article, click "Preview in Help Center" (Suite Growth and Professional or Guide Professional) or "Preview" (Enterprise plans). This will open a new window with the article as it will appear to customers.
  2. Copy the URL of this preview window and share it in your category section.

• Using custom code:

  1. Create a new custom content block with the desired layout and style.
  2. Use the Zendesk API to retrieve article content and populate the preview dynamically.
  3. Include a link to the full article within the preview.

2. Visual Tags and Filters:

You can achieve visual tags and filters by utilizing two features:

• Labels:
  1. Go to "Manage > Knowledge Base" and select "Labels" in the sidebar.
  2. Create labels for different categories or topics.
  3. Assign relevant labels to each article.
  4. In the category section, display the article labels prominently.
  5. Customers can then filter articles by clicking on specific labels.
• Categories:
  1. Go to "Manage > Knowledge Base" and select "Categories" in the sidebar.
  2. Create categories for different topics and subcategories for further organization.
  3. Assign articles to relevant categories.
  4. Display a category filter dropdown in your category section.
  5. Customers can then select categories to filter the displayed articles.

3. Dropdowns for Filtering:

You can achieve dropdowns for filtering by using the following methods:

• Zendesk's built-in filtering:
  1. Go to "Manage > Knowledge Base" and select "Settings".
  2. Enable "Enable article filtering by category".
  3. This will create a dropdown filter for categories on your Help Center.
• Custom filters using JavaScript:
  1. Create custom JavaScript code to retrieve article data and filter it based on user selections.
  2. Utilize a library like Select2 for creating interactive dropdowns.
  3. This method offers more flexibility and customization for complex filtering needs.

Additional Tips:

• Consider using a combination of tags and categories for a more robust filtering system.
• Use clear and concise labels that accurately represent the article content.
• Pay attention to the visual design of your category section to enhance user experience.
• Test your implementation thoroughly before making it public.

Resources:

• Zendesk Help Center: https://support.zendesk.com/hc/en-us
• Zendesk API Documentation: https://developer.zendesk.com/documentation/