Widget in Inline Manual / Folders in Inline Manual

Folders in Inline Manual

Folders

With folders, you can group topics within the Inline Manual widget. They help your end-users see your topics organized and separate. When you have a lot of topics within the widget, it may be hard to use. It is a good time to think about the structure. You can treat folders as categories. Defining the titles of folders is up to you and up to your specific use cases. They should make sense both to your users and to you.

In this article, we’ll discuss how folders work.

Organizing your content in folders

Each topic can be placed in a folder or does not have to be assigned to any folder at all. It’s possible to place a folder within a folder, but you can add only one folder to the other folder. It is not possible to place multiple folders within one folder.

The structure within the widget can be:
Widget
Topic
Folder

  • Topic
  • Topic
    Topic
    Folder
  • Folder
    • Topic


Adding a folder

You can add a folder in 2 ways - in the Portal and in the Authoring tool.

To add a folder in the Authoring tool:

  1. Within the Authoring tool, click + create to add a new topic.

  1. Choose the folder topic type, fill in the required fields and confirm adding a folder with the Create topic button.

Remember that the title will be shown to your end-users. With the Visibility settings, you can decide whether you want to show the folder immediately to your users or not.

Done!

To add a folder in the Portal:

    1. Login to the Inline Manual portal with your e-mail and password.
  1. Go to Sites and choose a correct site.

  1. Go to the Widget tab.

  1. Click the Add content button. You will see all topics added to the site.

  1. Click the Create folder button. You will open a modal window.

  1. Fill in the required fields and confirm adding a folder with the Create button.
  2. You will see a folder on the list. Drag and drop the folder from the published content list to the list within the Widget tab to make it visible for your users.

  1. Save and publish changes.

Done!

Adding a topic to a folder

You can add a topic to a folder in 2 ways.

To add a topic to a folder in the Authoring tool:

  1. Within the Authoring tool, open the topic you want to add to a folder.

  1. Click the Manage button.

  1. Choose the folder you want to add the topic to and confirm changes with the Save button.

Done!

To add a topic to a folder in Inline Manual portal:

  1. Login to Inline Manual portal with your e-mail and password.
  2. Go to Sites and choose the desired site.

  1. Go to the Widget tab.

  1. You'll see the content visible in the widget. Expand the folder you want to add the topic to and drag and drop the desired topic.

  1. Save and publish changes.

Done!

Placing a folder within a folder

To place a folder within a folder:

  1. While in Inline Manual portal go to Sites and choose the desired site.

  1. Go to the Widget tab.

  1. You'll see the content visible in the widget. Expand the folder you want to add the other folder to and drag and drop the desired folder.

  1. Save and publish changes.

Done!

Ordering folders and topics within the widget

The widget respects the order set in the Widget tab.

You can drag and drop the topics and folders on that page to define the right order. Read more about order within the widget.

Who can see a folder

To remove the folder from the widget, click the "x" button.

Note that it will also remove the topics inside this folder. The launchers and auto launchers will still work for the end-users, but topics will not be visible in the widget. If you want to remove only the folder, re-order topics first.

You can define which segments can see your folder. Users that don't belong to this assigned segment can't see the folder and the topics that are within. Please see show topics within the widget to specific segments only.

With Filter by context, you can display folders only to users who are in a specific part of your app.

You can read more about it here.

Translating folders

Folders are using the same multilingual options as other topics. You can translate folders by using the language feature within the Authoring tool. Please see language management. Folders don’t have any steps or other content except title and description (that is not being shown anywhere).

How to: reorder topics in the widget
Show topics within the widget only to specific segments
Language Management