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Update Readme help-center-content #61

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283 changes: 269 additions & 14 deletions README.md
Original file line number Diff line number Diff line change
@@ -1,18 +1,76 @@
# help-center-content

Repository assembling VTEX's Help Center content
Welcome to the [VTEX Help Center Portal](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 [Tech Writing 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.
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## In this repository

You will find the following folders in this repository:

-TBD
- **.github/workflows**: store workflows needed to migrate content from Contentful to this repository.
- **docs-utils**: store scripts used to perform adjustments to documentation imported from Contentful.
- **docs**: stores the markdown files of all our docs. Contains subfolders with names of the three locales (PT, EN, and ES), and within each of them, the following categories:
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## Contributing with Help Center Portal documentation
- **announcements**: Announcement markdown files.
- **faq**: FAQ markdown files.
- **know-issues**: Know-issues markdown files.
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- **tracks**: Tracks markdown files.
- **troubleshooting**: Troubleshooting markdown files.
- **tutorials**: Tutorials markdown files.
- **readme-images**: store images used in the Readme's document.
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We're so glad you're here! Thanks for being interested.
## Management of Help Center Portal documentation
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### 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:

- [Publication of new articles](#publishing-a-new-article)
- [Update navigation sidebar](#updating-navigation-sidebar)
- [Update of published articles](#updating-a-published-article)
- [Create a redirect](#creating-a-redirect)
- [Settings for specific content](#settings-for-specific-content)



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### Publishing a new article

Follow the steps below to create a new article in the Help Center Portal:
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1. Open a branch in the [help-portal-content](https://github.com/vtexdocs/help-center-content) repository.
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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 title.
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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 `#helpcenter-portal-pr` Slack channel for review by another technical writer.
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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`.
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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.
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8. Approve the PR and apply the merge to publish the article.
9. Follow [these instructions](#updating-navigation-sidebar) to update the portal navigation sidebar, adding the link for the newly published article.
>ℹ️ The [help-portal-content](https://github.com/vtexdocs/help-center-content) repository just stores our documentation, it is not automatically synched to be rendered in the Help Center Portal - 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.
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>⚠️ Note that there may be limitations on the number of PRs approved per day due to internal and external demands of the education team. This means that if you want your content to be published, you should submit your PR for review with at least 3 days in advance from the desired publication date!
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#### Adding an image to the article
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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 (PT version).
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2. Save the image inside this folder, naming it with the same slug as the article. For instance, if the article name is "How to create a catalog category", the image should be saved as `how-to-create-a-catalog-category_1.png`.
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> 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/pt/{{path}}/{{image-slug-name}})`, replacing:
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- `{{Image name}}` by an image identification name of your choice
- `{{path}}` by the path where you saved the image
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- `{{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.
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##### What is the maximum image size I can use in an article?
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In some situations, it may be necessary to insert images, GIFs, or videos into an article to help the user understand complex procedures.

Expand All @@ -22,36 +80,233 @@ 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 tables or PDF), you must attach it, creating a reference as follows:
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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/_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/_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/_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/_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/_5.png)
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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:
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- **title:** article's 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, track, updates).
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- **productTeam:** Name of the module to which the article is related.
- **author:** Technical writer identification.
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- **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.
- **locale:** Article language.
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- **legacySlug:** Slug identification.
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- **hidden**: Identifies whether the article should remain hidden and be accessed only through its link.
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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`.

##### Know issue fields
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- **tag**: Name of the module to which the know issue is related.
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- **kiStatus**: Know issue status.
- **internalReference**: Know issue internal reference identification.
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##### Track fields

- **trackId**: Track article identification.
- **trackSlugEN**: Track slug identification.

##### Troubleshooting fields

- **troubleshootingtags**: Troubleshooting tag information.
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### Updating navigation sidebar

The [help-portal-content](https://github.com/vtexdocs/help-center-content) repository just stores our documentation, it is not yet automatically synched to be rendered in the Help Center Portal. 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 in the sidebar navigation, you need to create a pull request in the [helpcenter](https://github.com/vtexdocs/helpcenter) repository.
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The portal's navigation comes from the navigation [file](https://github.com/vtexdocs/helpcenter/blob/main/public/navigation.json). It is a json object listing the navigation and hierarchy of all contents in Help Center Portal.
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The excerpt below represents the first articles of the Tutorials section, for instance.

```jsx
{
{
"documentation": "Tutorials",
"slugPrefix": "docs/tutorial",
"categories": [
{
"name": {
"en": "Beta",
"es": "Beta",
"pt": "Beta"
},
"slug": {
"en": "category-beta-products",
"es": "categoria-beta-producto",
"pt": "categoria-produtos-beta"
},
"origin": "",
"type": "markdown",
"children": [
{
"name": {
"en": "Subscriptions Beta",
"es": "Suscripciones Beta",
"pt": "Assinaturas Beta"
},
"slug": {
"en": "subscriptions-beta",
"es": "suscripciones-beta",
"pt": "assinaturas-beta"
},
"origin": "",
"type": "category",
"children": [
{
"name": {
"en": "Subscription plans",
"es": "Planes de suscripción",
"pt": "Planos de assinatura"
},
"slug": {
"en": "subscription-plans",
"es": "planes-de-suscripcion",
"pt": "planos-de-assinatura"
},
"origin": "",
"type": "markdown",
"children": []
},
{
"name": {
"en": "Creating a subscription plan",
"es": "Cómo crear un plan de suscripción",
"pt": "Como criar um plano de assinatura"
},
"slug": {
"en": "creating-a-subscription-plan",
"es": "como-crear-un-plan-de-suscripcion",
"pt": "como-criar-um-plano-de-assinatura"
},
"origin": "",
"type": "markdown",
"children": []
}
]
},
...
}
```

Follow the steps below to add new content in the navigation sidebar:

1. Open a branch in the [helpcenter](https://github.com/vtexdocs/helpcenter) repository.

> ⚠️ **Before you start adding commits, read the [helpcenter repository's readme](https://github.com/vtexdocs/helpcenter/blob/main/README.md) file!** Commits must be done in a certain format for your PR to be approved.

2. In the [navigation.json](https://github.com/vtexdocs/helpcenter/blob/main/public/navigation.json) file, locate where you want the new reference for the article to appear.
3. Copy and paste the structure below into **navigation.json**, replacing the names of the articles (three versions) within the `name` object, and the respective slugs in the `slug` object.
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```jsx
{
"name": {
"en": "Creating a subscription plan",
"es": "Cómo crear un plan de suscripción",
"pt": "Como criar um plano de assinatura"
},
"slug": {
"en": "creating-a-subscription-plan",
"es": "como-crear-un-plan-de-suscripcion",
"pt": "como-criar-um-plano-de-assinatura"
},
"origin": "",
"type": "markdown",
"children": []
}
```
4. Open a PR on GitHub.

> ℹ️ By opening a PR, a bot will present a preview for you to test the navigation. With each commit, the preview will be updated.
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5. Test your navigation through the preview.
6. Send the PR link in the `#helpcenter-portal-pr` Slack channel to be approved.
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7. Once PR is approved, apply the merge to update the navigation sidebar.

> ℹ️ For it to appear in the Help Center Portal, our Tech Writing team leaders must run the portal's build.
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### 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.
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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

1. Open a branch in the [helpcenter](https://github.com/vtexdocs/helpcenter) repository.
>⚠️ Before you start adding commits, read the repository's readme file. Commits must be done in a certain format for your PR to be approved.

2. In the file [netlify.toml](https://github.com/vtexdocs/helpcenter/blob/main/netlify.toml), you will find an array of redirects. Add the one you want to create following this format, replacing `from` and `to` with the desired slugs:
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```
[[redirects]]
force = true
from = "/es/topic/master-data"
status = 308
to = "/tutorial/what-is-master-data--4otjBnR27u4WUIciQsmkAw"
```

Make sure you add specific redirects before more global redirects, otherwise they will have no effect. For now, hashlinks (`#`) are not supported in the source slug.
3. Open a PR. Netlify will generate a preview link for you to test the redirect.
4. Send the PR in `#helpcenter-portal-pr` Slack channel for approval.
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5. After approval, merge the PR.

### 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/_6.png)
2 changes: 2 additions & 0 deletions docs-utils/package-lock.json
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