diff --git a/README.md b/README.md index 07e924fab..6fe452e2a 100644 --- a/README.md +++ b/README.md @@ -1,18 +1,71 @@ # help-center-content -Repository assembling VTEX's Help Center content +Welcome to the [VTEX Help Center](https://help.vtex.com/) content repository! Here you will find the archives for all articles included in this documentation portal. It is managed by the [Education & Documentation team](https://github.com/vtexdocs/help-center-content/graphs/contributors) at VTEX, so if you have any questions about the repository, do not hesitate to contact any of them. ## In this repository You will find the following folders in this repository: --TBD +- **.github/workflows**: Workflows needed to migrate content from Contentful to this repository. +- **docs-utils**: Scripts used to perform adjustments to documentation imported from Contentful. +- **docs**: Documentation files. Contains subfolders corresponding to each locale (PT, EN, and ES), and within each of them, the following categories: -## Contributing with Help Center Portal documentation + - **announcements**: Announcement markdown files. + - **faq**: FAQ markdown files. + - **known-issues**: Known issues markdown files. + - **tracks**: Tracks markdown files. + - **troubleshooting**: Troubleshooting markdown files. + - **tutorials**: Tutorials markdown files. +- **readme-images**: Images used in the README.md file. -We're so glad you're here! Thanks for being interested. +## Managing Help Center documentation -### What is the maximum image size I can use in an article? +In this document we will address the following topics related to the Help Center Portal: + +- [Publishing new articles](#publishing-a-new-article) +- [Updating published articles](#updating-a-published-article) +- [Creating redirects](#creating-a-redirect) +- [Settings for specific content](#settings-for-specific-content) + +### Publishing a new article + +Follow the steps below to create a new article in the Help Center: + +1. Open a branch in the [help-center-content](https://github.com/vtexdocs/help-center-content) repository. +2. Add a new file in the [desired folder](#in-this-repository), and write the content of the article according to the [Template --> TBD](https://github.com/vtexdocs/dev-portal-content/blob/main/templates/guide_template.md). + > ⚠️ Make sure the file name (slug) is unique and an exact copy of the article slug. + +3. [Add images](#adding-an-image-to-the-article) to the article, if necessary. +3. Fill in the [front matter](#filling-in-front-matter-information) of the article. +4. Submit your PR for review on GitHub. +5. Send the PR link in the `#dev-portal-pr` Slack channel for review by another technical writer. +6. After review, register the PR link in the `Document Link` field of the JIRA task and request the translation of the content, moving the card status to `Translating`. +7. Once the translations are complete, check the contents of the two files created by the localization team in the folders corresponding to each locale (EN and ES) of the repository. If the article in the PT version contains images, repeat this [procedure](#adding-an-image-to-the-article) to insert them into the EN and ES versions. +8. Approve the PR and apply the merge to publish the article. +9. Follow the [instructions](#https://github.com/vtexdocs/helpcenter/blob/main/README.md#navigation-sidebar) available in the [README](https://github.com/vtexdocs/helpcenter/blob/main/README.md) file of the `help-center` repository to update the portal navigation sidebar, adding the link for the newly published article. + + >ℹ️ The [help-center-content](https://github.com/vtexdocs/help-center-content) repository only stores our documentation, it is not automatically synched to be rendered in the Help Center - yet. For now, when a new content is added to it, it is just included in the desired folder. For it to appear in the Help Center Portal, our Tech Writing team leaders must run the portal's build. + +#### Adding images + +If you need to use images to help the user understand procedures more easily, follow the steps below to insert them into an article: + +1. Access the folder where the article is located within the repository. +2. Save the image inside this folder, naming it according to the markdown file name and slug. For instance, if the article file name and slug is "how-to-create-a-catalog-category", the image should be saved as `how-to-create-a-catalog-category_1.png`. + + > ℹ️ If the article has more than one image, they must be named in numerical sequence. For instance, `how-to-create-a-catalog-category_1.png`, `how-to-create-a-catalog-category_2.png`. + +3. Open the article and add `![{{Image name}}](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/docs/{{locale}}/{{path}}/{{image-slug-name}})`, replacing: + + - `{{Image name}}` by an image identification name of your choice + - `{{path}}` by the path where you saved the image + - `{{image-slug-name}}` by the image slug name + +Example: `![Instalação B2B Suite - PT](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/docs/pt/tutorials/B2B/Overview/b2b-suite-visao-geral_1.gif)`. + + >⚠️ After localization completes the translations, you must repeat this same process in the respective article folders for the EN and ES versions, modifying the information according to the specific language. + +##### Maximum image size In some situations, it may be necessary to insert images, GIFs, or videos into an article to help the user understand complex procedures. @@ -22,36 +75,100 @@ If you need to use an illustration that exceeds this value, you can compress it > ⚠️ Whenever you use an image compressor, check the visual quality of the file after compression. -### How do I add a download file to my article? +#### Adding a download file to the article + +If you wish to provide a downloadable file directly within your article (such a table or PDF file), you must attach it, creating a reference as follows: 1. Open a branch in the [help-portal-content](https://github.com/vtexdocs/help-center-content) repository. 2. Copy the file you want to make available for download to the same directory as the article where it will be inserted. For instance, to attach a spreadsheet within an article located at `docs/pt/tutorials/Payments/Payment Settings/list-of-payment-providers-by-country.md`, you need to save it in the directory `docs/pt/tutorials/Payments/Payment Settings.` 3. Go to the [branches page](https://github.com/vtexdocs/help-center-content/branches), and under **Your branches** section, click on the name of the branch you created. -![Branches_page](https://raw.githubusercontent.com/vtexdocs/help-center-content/main/readme-images/readme-download-illustration-1.png) +![Branches_page](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/readme-images/readme-download-illustration-1.png) 4. Locate the folder where you saved the file and click on it. -![File_folder](https://raw.githubusercontent.com/vtexdocs/help-center-content/main/readme-images/readme-download-illustration-2.png) +![File_folder](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/readme-images/readme-download-illustration-2.png) 5. Right-click on the **Raw** option and select **Copy link address (Copiar endereço do link)**. -![Raw_link_information](https://raw.githubusercontent.com/vtexdocs/help-center-content/main/readme-images/readme-download-illustration-3.png) +![Raw_link_information](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/readme-images/readme-download-illustration-3.png) > ℹ️ Address link example: `https://github.com/vtexdocs/help-center-content/raw/main/docs/pt/tutorials/Payments/Payment%20Settings/Payment%20Provider%20x%20Countries%20-%20August%202024.xlsx` 6. Access the article where you want to add the file and insert the link obtained in the previous step in the desired location. -![Add_link_in_article](https://raw.githubusercontent.com/vtexdocs/help-center-content/main/readme-images/readme-download-illustration-4.png) +![Add_link_in_article](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/readme-images/readme-download-illustration-4.png) 7. Return to the main branch by clicking **Main** in the **Branches** tab. -![Main branch](https://raw.githubusercontent.com/vtexdocs/help-center-content/main/readme-images/readme-download-illustration-5.png) +![Main branch](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/readme-images/readme-download-illustration-5.png) 8. Submit your PR for review. -## Track articles +#### Filling in front matter information + +The front matter is the table with metadata about the article you are creating. It contains the following fields: + +- **title:** Article title. E.g. "Adding SKU specifications or fields" +- **status:** Indicates whether an article is active (`PUBLISHED`) or unavailable (`ARCHIVED`) on the Help Center Portal. +- **createdAt:** Creation date (UTC) and time in this format `{YYYY}-{MM}-{DD}T{HH}:{MM}:{SS}.{mmm}Z`. +- **updatedAt:** Update date (UTC) in this format `{YYYY}-{MM}-{DD}T{HH}:{MM}:{SS}.{mmm}Z`. +- **publishedAt:** Most recent publication date (UTC) in this format `{YYYY}-{MM}-{DD}T{HH}:{MM}:{SS}.{mmm}Z`. +- **firstPublishedAt:** First publication date (UTC) in this format `{YYYY}-{MM}-{DD}T{HH}:{MM}:{SS}.{mmm}Z`. +- **contentType:** Content type (e.g., `tutorial`, `updates`, `trackArticle`, `frequentlyAskedQuestion`, `knownIssue`). +- **productTeam:** Name of the module to which the article is related. +- **author:** Technical writer ID in Contentful. +- **slugEN:** Article reference slug in the English version. This field must always be filled in with the same value (slug in EN), even in PT and ES version files. This is required for proper locale switching on Help Center. +- **locale:** Article language (`pt`, `en`, or `es`). +- **legacySlug:** Legacy slug in Contentful. +- **hidden**: Identifies whether the article should remain hidden and be accessed only through its link. + +In addition to the standard fields for all articles, check the specific fields for each type of article below: + +##### Announcements fields + +- **announcementImageID:** Announcement card image identification. +- **announcementSynopsisEN:** Announcement Synopsis information. The name of this parameter varies according to the language of the article, for the Portuguese version it must be used `announcementSynopsisPT`, and for the Spanish version use `announcementSynopsisES`. + +##### Known issue fields + +- **tag**: Name of the module to which the known issue is related (e.g., `B2B`, `Catalog`, `Identity`, etc). +- **kiStatus**: Known issue status (e.g., `Backlog`,`Fixed`, `No Fix`, `Open`). +- **internalReference**: Known issue Zendesk ID. + +##### Track fields + +- **trackId**: Track article identification. +- **trackSlugEN**: Track slug identification. + +##### Troubleshooting fields + +- **tags**: Troubleshooting tag information. This field must be filled in with keywords related to the problem, separated by a comma, the first letter in capital letters, and in the same location as the article (e.g. Catalog, Index, Product, SKU, Trade policy). + +### Updating a published article + +To update the content of an article that is already published on the Help Center Portal, follow the steps below: + +1. Open a branch in the [help-portal-content](https://github.com/vtexdocs/help-center-content) repository. +2. Access and update the **PT version** of the desired file in the repository. +3. Access and update the files in the EN and ES versions with the same information (in Portuguese) inserted in the PT file. +3. Submit your PR for review. +4. Register the PR link in the `Document Link` field of the JIRA task and request the translation of the content (EN and ES versions), moving the card status to `Translating`. +6. After the translation is complete, check the content translated by the localization team in the EN and ES version files. +7. Approve the PR and apply the merge to publish the article. + +### Creating a redirect + +If an article published on Help Center must be archived and another article will be used in its place, it is necessary to create a redirect to allow users to access the new content. + +To create a redirect, follow the [instructions](#https://github.com/vtexdocs/helpcenter/blob/main/README.md#redirects) available in the [README](https://github.com/vtexdocs/helpcenter/blob/main/README.md) file of the `help-center` repository. + +### Settings for specific content + +See in this section some specific settings that must be applied according to the type of article. + +#### Track articles: Title information -Track articles' titles must contain the reference numbers in the navigation, but not in the title of the article page. +Track articles' titles must contain the reference numbers in the navigation sidebar, but not in the title of the article page. -![image](https://raw.githubusercontent.com/vtexdocs/help-center-content/main/readme-images/readme-track-illustration-6.png) +![image](https://raw.githubusercontent.com/vtexdocs/help-center-content/refs/heads/main/readme-images/readme-track-illustration-6.png)