2021-12-17 15:59:58 +01:00
|
|
|
|
# Writing help center articles
|
2017-01-17 06:58:25 +01:00
|
|
|
|
|
2018-10-10 00:00:35 +02:00
|
|
|
|
Our goal is for Zulip to have complete, high-quality
|
2017-10-13 19:38:36 +02:00
|
|
|
|
documentation about Zulip's features and how to perform certain tasks, such
|
|
|
|
|
as setting up an organization.
|
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
There are two types of help center documents: articles about specific features,
|
|
|
|
|
and a handful of longer guides. The feature articles serve a few different purposes:
|
2017-10-13 19:38:36 +02:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
- Feature discovery, for someone browsing the `/help/` page, and looking at
|
|
|
|
|
the set of articles and guides.
|
2021-08-20 22:54:08 +02:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
- Public documentation of our feature set, for someone googling "can zulip do ..."
|
2017-10-13 19:38:36 +02:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
- Quick responses to support questions; if someone emails a Zulip admin
|
|
|
|
|
asking "How do I change my name?", they can reply with a link to the doc.
|
2017-01-17 06:58:25 +01:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
- Feature explanations for new Zulip users and admins, especially for
|
|
|
|
|
organization settings.
|
2017-01-17 07:12:29 +01:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
Zulip help center documentation is available under `/help/` on any Zulip server;
|
2020-10-30 00:46:30 +01:00
|
|
|
|
(e.g. <https://zulip.com/help/> or `http://localhost:9991/help/` in
|
2021-12-17 15:59:58 +01:00
|
|
|
|
the Zulip development environment). The help center documentation is not hosted
|
|
|
|
|
on ReadTheDocs, since Zulip supports running a server completely disconnected
|
2017-03-19 13:07:57 +01:00
|
|
|
|
from the Internet, and we'd like the documentation to be available in that
|
|
|
|
|
environment.
|
2017-01-17 06:58:25 +01:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
The source for help center documentation is the Markdown files under
|
2017-01-17 06:58:25 +01:00
|
|
|
|
`templates/zerver/help/` in the
|
2017-01-16 21:38:07 +01:00
|
|
|
|
[main Zulip server repository](https://github.com/zulip/zulip). The file
|
|
|
|
|
`foo.md` is automatically rendered by the `render_markdown_path` function in
|
|
|
|
|
`zerver/templatetags/app_filters.py` when the user accesses a URL of the
|
|
|
|
|
form `/help/foo`; with special cases for `/help/` going to `index.md` and
|
|
|
|
|
`/help/unknown_article` going to `missing.md` (with a 404 response). Images
|
|
|
|
|
are usually linked from `static/images/help/`.
|
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
This means that you can contribute to the Zulip help center documentation
|
|
|
|
|
by just adding to or editing the collection of Markdown files under
|
2021-08-20 21:53:28 +02:00
|
|
|
|
`templates/zerver/help`. If you have the Zulip development environment
|
2020-08-11 01:47:54 +02:00
|
|
|
|
set up, you simply need to reload your browser on
|
2017-01-17 06:58:25 +01:00
|
|
|
|
`http://localhost:9991/help/foo` to see the latest version of `foo.md`
|
|
|
|
|
rendered.
|
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
This system is designed to make writing and maintaining such documentation
|
|
|
|
|
highly efficient. We link to the docs extensively from the landing pages and
|
|
|
|
|
in-product, so it's important to keep the docs up to date.
|
|
|
|
|
|
2022-01-06 18:35:30 +01:00
|
|
|
|
## Guide to writing help center articles
|
2017-01-17 06:58:25 +01:00
|
|
|
|
|
2017-01-16 21:38:07 +01:00
|
|
|
|
Writing documentation is a different form of writing than most people have
|
|
|
|
|
experience with.
|
2017-01-17 06:58:25 +01:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
### Getting started
|
|
|
|
|
|
|
|
|
|
There are over 100 feature articles and longer guides in the
|
2022-01-06 18:35:30 +01:00
|
|
|
|
[Zulip help center](https://zulip.com/help/), so make the most of
|
|
|
|
|
the current documentation as a resource and guide as you begin.
|
2021-12-17 15:59:58 +01:00
|
|
|
|
|
|
|
|
|
- Use the list on [Zulip help center home](https://zulip.com/help/)
|
|
|
|
|
to find the section of the docs (e.g. Display settings, Sending
|
|
|
|
|
messages, Reading messages, etc.) that relates to the new feature
|
|
|
|
|
you're documenting.
|
|
|
|
|
|
|
|
|
|
- Read through the existing articles in that section and pay attention
|
2022-06-01 22:47:11 +02:00
|
|
|
|
to the [writing style](#writing-style) used, as well as any
|
2022-02-08 00:13:33 +01:00
|
|
|
|
[Markdown features](#markdown-features) used to enhance the
|
2021-12-17 15:59:58 +01:00
|
|
|
|
readability of the documentation.
|
|
|
|
|
|
|
|
|
|
- Should the feature you're documenting be added or merged into an
|
2022-01-06 18:35:30 +01:00
|
|
|
|
existing article?
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2022-01-06 18:35:30 +01:00
|
|
|
|
- If so, you can locate that article in
|
|
|
|
|
`templates/zerver/help` and start working on updating it with
|
|
|
|
|
content about the new feature.
|
|
|
|
|
|
|
|
|
|
- If not, choose an existing article to use as a template for your
|
|
|
|
|
new article and make a list of which articles (or guides) would be
|
|
|
|
|
good to link to in your new feature documentation.
|
2021-12-17 15:59:58 +01:00
|
|
|
|
|
|
|
|
|
Remember that real estate in the left sidebar is somewhat precious.
|
|
|
|
|
Minor features should rarely get their own article, and should instead
|
|
|
|
|
be merged into the existing help center documentation where appropriate.
|
|
|
|
|
|
|
|
|
|
If you are unsure about how and where to document the feature, you
|
|
|
|
|
can always ask in
|
|
|
|
|
[#documentation](https://chat.zulip.org/#narrow/stream/19-documentation)
|
|
|
|
|
on the [Zulip community server](https://zulip.com/development-community/).
|
|
|
|
|
|
2022-01-06 18:35:30 +01:00
|
|
|
|
### Updating an existing article
|
|
|
|
|
|
|
|
|
|
If the new feature you're documenting is a refinement on,
|
|
|
|
|
or related to, a feature that already has a dedicated help center
|
|
|
|
|
article, the information will be more useful and discoverable for
|
|
|
|
|
users as an addition to the existing article.
|
|
|
|
|
|
|
|
|
|
Here are some things to keep in mind when expanding and updating
|
|
|
|
|
existing help center articles:
|
|
|
|
|
|
2022-06-01 22:47:11 +02:00
|
|
|
|
- Maintain the format and [writing style](#writing-style) of the
|
|
|
|
|
current article.
|
2022-01-06 18:35:30 +01:00
|
|
|
|
|
|
|
|
|
- Review the [Markdown features](#markdown-features) available and
|
|
|
|
|
pay attention to the ones already utilized in the article.
|
|
|
|
|
|
|
|
|
|
- Think about where inline links to other help center documentation
|
|
|
|
|
would be appropriate in the description of the feature. For example,
|
|
|
|
|
your new feature might relate to general Zulip features like
|
|
|
|
|
[keyboard shortcuts](https://zulip.com/help/keyboard-shortcuts)
|
|
|
|
|
or [streams and topics](https://zulip.com/help/streams-and-topics).
|
|
|
|
|
|
|
|
|
|
- Make sure there is a **Related articles** section at the end
|
|
|
|
|
of the article that again links to any help center documentation
|
|
|
|
|
mentioned in the text or related to the feature.
|
|
|
|
|
|
2022-07-08 20:20:17 +02:00
|
|
|
|
If your updates to the existing article will change the name of the
|
|
|
|
|
markdown file, then see section below on [redirecting an existing
|
|
|
|
|
article](#redirecting-an-existing-article).
|
|
|
|
|
|
2022-01-06 18:35:30 +01:00
|
|
|
|
Creating robust and informative help center articles with good links
|
|
|
|
|
will allow users to navigate the help center much more effectively.
|
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
### Adding a new article
|
|
|
|
|
|
|
|
|
|
If the feature you're documenting needs a new article, here are some
|
2022-01-06 18:35:30 +01:00
|
|
|
|
things to keep in mind, in addition to the points made above for
|
|
|
|
|
updating existing documentation:
|
2021-12-17 15:59:58 +01:00
|
|
|
|
|
|
|
|
|
- Choose an existing article in the related section of the help
|
|
|
|
|
documentation, and copy the format, wording, style, etc. as closely
|
|
|
|
|
as you can.
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- If the feature exists in other team chat products, check out their
|
2019-07-19 21:59:28 +02:00
|
|
|
|
documentation for inspiration.
|
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- Fewer words is better than more. Many Zulip users have English as a second
|
2018-10-10 00:00:35 +02:00
|
|
|
|
language.
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- Try to put yourself in the shoes of a new Zulip user. What would you want
|
2018-10-10 00:00:35 +02:00
|
|
|
|
to know?
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
- Remember to explain the purpose of the feature and give context as well
|
|
|
|
|
as instructions for how to use or enable it.
|
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- The goal of user-facing documentation is not to be comprehensive. The goal
|
2018-10-10 00:00:35 +02:00
|
|
|
|
is to give the right bits of information for the intended audience.
|
2017-01-17 07:12:29 +01:00
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
An anti-pattern is trying to make up for bad UX by adding help center
|
2019-07-19 21:59:28 +02:00
|
|
|
|
documentation. It's worth remembering that for most articles, almost 100% of
|
|
|
|
|
the users of the feature will never read the article. Instructions for
|
2021-12-17 15:59:58 +01:00
|
|
|
|
filling out forms, interacting with UI widgets (e.g. typeaheads), interacting
|
|
|
|
|
with modals, etc. should never go in the help center documentation.
|
2021-04-13 18:04:31 +02:00
|
|
|
|
In such cases, you may be able to fix the problem by adding text in-app,
|
2019-07-19 21:59:28 +02:00
|
|
|
|
where the user will see it as they are interacting with the feature.
|
|
|
|
|
|
2022-07-08 20:20:17 +02:00
|
|
|
|
### Redirecting an existing article
|
|
|
|
|
|
|
|
|
|
From time to time, we might want to rename an article in the help
|
|
|
|
|
center, or REST API documentation. This change will break incoming
|
|
|
|
|
links, including links in published Zulip blog posts, links in other
|
|
|
|
|
branches of the repository that haven't been rebased, and more
|
|
|
|
|
importantly links from previous versions of Zulip.
|
|
|
|
|
|
|
|
|
|
To fix these broken links, you can easily add a URL redirect in:
|
|
|
|
|
`zerver/lib/url_redirects.py`.
|
|
|
|
|
|
|
|
|
|
For help center documentation, once you've renamed the file in your
|
|
|
|
|
branch (e.g., `git mv path/to/foo.md path/to/bar.md`), go to
|
|
|
|
|
`url_redirects.py` and add a new `URLRedirect` to the
|
|
|
|
|
`HELP_DOCUMENTATION_REDIRECTS` list:
|
|
|
|
|
|
|
|
|
|
```python
|
|
|
|
|
HELP_DOCUMENTATION_REDIRECTS: List[URLRedirect] = [
|
|
|
|
|
# Add URL redirects for help center documentation here:
|
|
|
|
|
URLRedirect("/help/foo", "/help/bar"),
|
|
|
|
|
...
|
|
|
|
|
```
|
|
|
|
|
|
|
|
|
|
Note that you will also need to add redirects when you're deleting
|
|
|
|
|
a help center article and adding its content to an existing article
|
|
|
|
|
as a section. In that case, the new URL will include the new section
|
|
|
|
|
header: `URLRedirect("/help/foo", "/help/bar#new-section-header"),`.
|
|
|
|
|
|
|
|
|
|
For REST API documentation, you will either need to rename the file
|
|
|
|
|
as above, or you will need to update the endpoint's `operationId` in
|
|
|
|
|
`zerver/openapi/zulip.yaml`. Then, you would add a new `URLRedirect`
|
|
|
|
|
to the `API_DOCUMENTATION_REDIRECTS` list in `url_redirects.py`.
|
|
|
|
|
|
|
|
|
|
You should still check for references to the old URL in your branch
|
|
|
|
|
and replace those with the new URL (e.g., `git grep "/help/foo"`).
|
|
|
|
|
Updating section headers in existing help center articles does not
|
|
|
|
|
require adding a URL redirect, but you will need to update any
|
|
|
|
|
existing links to that article's section in your branch.
|
|
|
|
|
|
|
|
|
|
If you have the Zulip development environment set up, you can manually
|
|
|
|
|
test your changes by loading the old URL in your browser (e.g.,
|
|
|
|
|
`http://localhost:9991/help/foo`), and confirming that it redirects to
|
|
|
|
|
the new url (e.g., `http://localhost:9991/help/bar`).
|
|
|
|
|
|
|
|
|
|
There is also an automated test in `zerver/tests/test_urls.py` that
|
|
|
|
|
checks all the URL redirects, which you can run from the command line:
|
|
|
|
|
|
|
|
|
|
```console
|
|
|
|
|
./tools/test-backend zerver.tests.test_urls.URLRedirectTest
|
|
|
|
|
```
|
|
|
|
|
|
2022-06-01 22:47:11 +02:00
|
|
|
|
## Writing style
|
|
|
|
|
|
|
|
|
|
Below are some general style and writing conventions that should be used
|
|
|
|
|
as guidance when documenting Zulip's features.
|
|
|
|
|
|
2017-01-16 21:38:07 +01:00
|
|
|
|
### User interface
|
|
|
|
|
|
|
|
|
|
When you refer to the features in the Zulip UI, you should **bold** the
|
|
|
|
|
feature's name followed by the feature itself (e.g. **Settings** page,
|
|
|
|
|
**Change password** button, **Email** field). No quotation marks should be
|
|
|
|
|
used.
|
|
|
|
|
|
|
|
|
|
Keep in mind that the UI may change — don’t describe it in more detail than
|
|
|
|
|
is needed. **Never identify or refer to a button by its color.**
|
|
|
|
|
|
2019-05-21 08:32:34 +02:00
|
|
|
|
### Voice
|
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
Do not use `we` to refer to Zulip or its creators; for example, "Zulip also
|
|
|
|
|
allows ...", rather than "we also allow ...". On the other hand, `you` is ok
|
|
|
|
|
and used liberally.
|
2019-05-21 08:32:34 +02:00
|
|
|
|
|
2022-06-01 22:47:11 +02:00
|
|
|
|
### Keyboard shortcuts
|
|
|
|
|
|
2022-08-29 17:24:32 +02:00
|
|
|
|
Surround each keyboard key in the shortcut with `<kbd>` HTML element start and
|
|
|
|
|
end tags (e.g., `<kbd>Enter</kbd>` or `<kbd>R</kbd>`).
|
|
|
|
|
|
|
|
|
|
For shortcuts with more than one key, add a plus sign (+) surrounded by spaces
|
|
|
|
|
in between the keys (e.g., `<kbd>Ctrl</kbd> + <kbd>K</kbd>`). Any shortcut for
|
|
|
|
|
an arrow key (↑, ↓, ←, →) will also need the `"arrow-key"` CSS class included
|
|
|
|
|
in the `<kbd>` start tag (e.g., ` <kbd class="arrow-key">↑</kbd>`).
|
2022-06-01 22:47:11 +02:00
|
|
|
|
|
|
|
|
|
Use the labels one sees on the actual keyboard rather than the letter they
|
|
|
|
|
produce when pressed (e.g. `R` and `Shift` + `R` rather than `r` and `R`).
|
2022-08-29 17:24:32 +02:00
|
|
|
|
For symbols, such as `?` or `@`, that are produced through key combinations that
|
|
|
|
|
change depending on the user's keyboard layout, you should use the symbol as it
|
|
|
|
|
appears on a keyboard instead of any specific combination of keys.
|
2022-06-01 22:47:11 +02:00
|
|
|
|
|
|
|
|
|
Use non-Mac keyboard keys; for example `Enter`, instead of `Return`. Zulip will
|
|
|
|
|
automatically translate non-Mac keys to the Mac versions for users with a Mac
|
|
|
|
|
user agent. If you want to confirm that your documentation is rendering Mac keys
|
|
|
|
|
correctly when writing documentation in Windows or Linux, you can temporarily
|
|
|
|
|
change `has_mac_keyboard` in `/static/js/common.ts` to always return `True`.
|
|
|
|
|
Then when you view your documentation changes in the development environment,
|
|
|
|
|
the keyboard shortcuts should be rendered with Mac keys where appropriate.
|
|
|
|
|
|
2022-08-29 17:24:32 +02:00
|
|
|
|
If you're adding a tip to an article about a keyboard shortcut, you
|
|
|
|
|
should use the more specific keyboard [tip macro](#tips-and-warnings),
|
|
|
|
|
`!!! keyboard_tip ""`. In general, all keyboard shortcuts should be
|
|
|
|
|
documented on the [keyboard
|
|
|
|
|
shortcuts](https://zulip.com/help/keyboard-shortcuts) help center
|
|
|
|
|
article.
|
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
## Markdown features
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
|
|
|
|
Zulip's Markdown processor allows you to include several special features in
|
2020-03-17 13:57:10 +01:00
|
|
|
|
your documentation to help improve its readability:
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- Since raw HTML is supported in Markdown, you can include arbitrary
|
2021-08-20 22:54:08 +02:00
|
|
|
|
HTML/CSS in your documentation as needed.
|
2021-12-17 15:59:58 +01:00
|
|
|
|
|
|
|
|
|
- Code blocks allow you to highlight syntax, similar to
|
|
|
|
|
[Zulip's own Markdown](https://zulip.com/help/format-your-message-using-markdown).
|
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- Anchor tags can be used to link to headers in other documents.
|
2021-12-17 15:59:58 +01:00
|
|
|
|
|
|
|
|
|
- [Images](#images) of Zulip UI can be added to documentation, if needed.
|
|
|
|
|
|
|
|
|
|
- Inline [icons](#icons) are used to refer to features in the Zulip UI.
|
|
|
|
|
|
|
|
|
|
- Utilize [macros](#macros) to limit repeated content in the documentation.
|
|
|
|
|
|
|
|
|
|
- Create special highlight warning blocks using
|
2021-08-20 22:54:08 +02:00
|
|
|
|
[tips and warnings](#tips-and-warnings).
|
2021-12-17 15:59:58 +01:00
|
|
|
|
|
|
|
|
|
- Format instructions with tabs using
|
|
|
|
|
[Markdown tab switcher](#tab-switcher).
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
|
|
|
|
### Images
|
|
|
|
|
|
2021-12-17 15:59:58 +01:00
|
|
|
|
Images and screenshots should be included in help center documentation
|
|
|
|
|
only if they will help guide the user in how to do something (e.g. if
|
|
|
|
|
the image will make it much clearer which element on the page the user
|
2021-08-20 21:53:28 +02:00
|
|
|
|
should interact with). For instance, an image of an element should
|
2017-01-17 07:12:29 +01:00
|
|
|
|
not be included if the element the user needs to interact with is the
|
|
|
|
|
only thing on the page, but images can be included to show the end
|
|
|
|
|
result of an interaction with the UI.
|
|
|
|
|
|
|
|
|
|
Using too many screenshots creates maintainability problems (we have
|
|
|
|
|
to update them every time the UI is changed) and also can make the
|
|
|
|
|
instructions for something simple look long and complicated.
|
|
|
|
|
|
|
|
|
|
When taking screenshots, the image should never include the whole
|
|
|
|
|
Zulip browser window in a screenshot; instead, it should only show
|
2021-08-20 21:53:28 +02:00
|
|
|
|
relevant parts of the app. In addition, the screenshot should always
|
2021-08-20 22:54:08 +02:00
|
|
|
|
come _after_ the text that describes it, never before.
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2019-10-27 10:29:43 +01:00
|
|
|
|
Images are often a part of a numbered step and must be indented four
|
|
|
|
|
spaces to be formatted correctly.
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
|
|
|
|
### Icons
|
|
|
|
|
|
2018-05-17 13:54:18 +02:00
|
|
|
|
You can refer to features in the Zulip UI by referencing their names
|
2018-10-15 16:26:55 +02:00
|
|
|
|
and their [FontAwesome](https://fontawesome.com/v4.7.0/) (version 4.7.0) text
|
|
|
|
|
icons within parentheses. **Note:** We have completed migrating away from older
|
|
|
|
|
base class `icon-vector` and have dropped support for it. We now only support
|
|
|
|
|
icons from [FontAwesome](https://fontawesome.com/v4.7.0/) (version 4.7.0) which
|
|
|
|
|
make use of `fa` as a base class.
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- cog (<i class="fa fa-cog"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`cog (<i class="fa fa-cog"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- down chevron (<i class="fa fa-chevron-down"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`down chevron (<i class="fa fa-chevron-down"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- eye (<i class="fa fa-eye"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`eye (<i class="fa fa-eye"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- file (<i class="fa fa-file-code-o"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`file (<i class="fa fa-file-code-o"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- filled star (<i class="fa fa-star"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`filled star (<i class="fa fa-star"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- formatting (<i class="fa fa-font"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`formatting (<i class="fa fa-font"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- menu (<i class="fa fa-bars"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`menu (<i class="fa fa-bars"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- overflow ( <i class="fa fa-ellipsis-v"></i> ) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`overflow ( <i class="fa fa-ellipsis-v"></i> ) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- paperclip (<i class="fa fa-paperclip"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`paperclip (<i class="fa fa-paperclip"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- pencil (<i class="fa fa-pencil"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`pencil (<i class="fa fa-pencil"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- pencil and paper (<i class="fa fa-pencil-square-o"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`pencil and paper (<i class="fa fa-pencil-square-o"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- plus (<i class="fa fa-plus"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`plus (<i class="fa fa-plus"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- smiley face (<i class="fa fa-smile-o"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`smiley face (<i class="fa fa-smile-o"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- star (<i class="fa fa-star-o"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`star (<i class="fa fa-star-o"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- trash (<i class="fa fa-trash-o"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`trash (<i class="fa fa-trash-o"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- video-camera (<i class="fa fa-video-camera"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`video-camera (<i class="fa fa-video-camera"></i>) icon`
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- x (<i class="fa fa-times"></i>) icon —
|
2021-08-20 22:54:08 +02:00
|
|
|
|
`x (<i class="fa fa-times"></i>) icon`
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
|
|
|
|
### Macros
|
|
|
|
|
|
|
|
|
|
**Macros** are elements in the format of `{!macro.md!}` that insert common
|
|
|
|
|
phrases and steps at the location of the macros. Macros help eliminate
|
|
|
|
|
repeated content in our documentation.
|
|
|
|
|
|
|
|
|
|
The source for macros is the Markdown files under
|
|
|
|
|
`templates/zerver/help/include` in the
|
2018-09-16 09:37:31 +02:00
|
|
|
|
[main Zulip server repository](https://github.com/zulip/zulip).
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- **Administrator only feature** `{!admin-only.md!}`: Notes that the feature
|
2018-10-10 00:00:35 +02:00
|
|
|
|
is only available to organization administrators.
|
2017-01-17 06:58:25 +01:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- **Message actions** `{!message-actions.md!}`: First step to navigating to
|
2018-10-10 00:00:35 +02:00
|
|
|
|
the on-hover message actions.
|
2018-09-16 17:23:45 +02:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- **Message actions menu** `{!message-actions-menu.md!}`: Navigate to the
|
2018-10-10 00:00:35 +02:00
|
|
|
|
message actions menu.
|
2018-09-16 17:23:45 +02:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- **Save changes** `{!save-changes.md!}`: Save changes after modifying
|
2018-10-10 00:00:35 +02:00
|
|
|
|
organization settings.
|
2017-01-16 21:38:07 +01:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- **Stream actions** `{!stream-actions.md!}`: Navigate to the stream actions
|
2018-10-10 00:00:35 +02:00
|
|
|
|
menu from the left sidebar.
|
2018-09-17 00:00:37 +02:00
|
|
|
|
|
2021-08-20 21:45:39 +02:00
|
|
|
|
- **Start composing** `{!start-composing.md!}`: Open the compose box.
|
2018-09-17 00:00:37 +02:00
|
|
|
|
|
2017-01-16 21:38:07 +01:00
|
|
|
|
### Tips and warnings
|
|
|
|
|
|
|
|
|
|
A **tip** is any suggestion for the user that is not part of the main set of
|
|
|
|
|
instructions. For instance, it may address a common problem users may
|
|
|
|
|
encounter while following the instructions, or point to an option for power
|
|
|
|
|
users.
|
|
|
|
|
|
2021-08-20 07:09:04 +02:00
|
|
|
|
```md
|
2017-01-16 21:38:07 +01:00
|
|
|
|
!!! tip ""
|
2021-09-10 00:44:29 +02:00
|
|
|
|
|
2017-01-16 21:38:07 +01:00
|
|
|
|
If you've forgotten your password, see the
|
|
|
|
|
[Change your password](/help/change-your-password) page for
|
|
|
|
|
instructions on how to reset it.
|
|
|
|
|
```
|
|
|
|
|
|
2022-08-29 17:24:32 +02:00
|
|
|
|
A **keyboard tip** is a note for users to let them know that the same action
|
|
|
|
|
can also be accomplished via a [keyboard shortcut](#keyboard-shortcuts).
|
|
|
|
|
|
|
|
|
|
```md
|
|
|
|
|
!!! keyboard_tip ""
|
|
|
|
|
|
|
|
|
|
Use <kbd>D</kbd> to bring up your list of drafts.
|
|
|
|
|
```
|
|
|
|
|
|
2017-01-16 21:38:07 +01:00
|
|
|
|
A **warning** is a note on what happens when there is some kind of problem.
|
|
|
|
|
Tips are more common than warnings.
|
|
|
|
|
|
2021-08-20 07:09:04 +02:00
|
|
|
|
```md
|
2017-01-16 21:38:07 +01:00
|
|
|
|
!!! warn ""
|
2021-09-10 00:44:29 +02:00
|
|
|
|
|
2017-01-16 21:38:07 +01:00
|
|
|
|
**Note:** If you attempt to input a nonexistent stream name, an error
|
|
|
|
|
message will appear.
|
|
|
|
|
```
|
|
|
|
|
|
2019-10-27 10:29:43 +01:00
|
|
|
|
All tips/warnings should appear inside tip/warning blocks. There
|
|
|
|
|
should be only one tip/warning inside each block, and they usually
|
|
|
|
|
should be formatted as a continuation of a numbered step.
|
|
|
|
|
|
2021-08-20 22:54:08 +02:00
|
|
|
|
### Tab switcher
|
2019-10-27 10:29:43 +01:00
|
|
|
|
|
2020-08-11 01:47:49 +02:00
|
|
|
|
Our Markdown processor supports easily creating a tab switcher widget
|
2019-10-27 10:29:43 +01:00
|
|
|
|
design to easily show the instructions for different
|
2021-12-17 15:59:58 +01:00
|
|
|
|
[platforms](https://zulip.com/help/logging-out) in help center articles,
|
2021-08-20 21:53:28 +02:00
|
|
|
|
languages in API docs, etc. To create a tab switcher, write:
|
2019-10-27 10:29:43 +01:00
|
|
|
|
|
2021-08-20 07:09:04 +02:00
|
|
|
|
```md
|
|
|
|
|
{start_tabs}
|
|
|
|
|
{tab|desktop-web}
|
|
|
|
|
# First tab's content
|
|
|
|
|
{tab|ios}
|
|
|
|
|
# Second tab's content
|
|
|
|
|
{tab|android}
|
|
|
|
|
# Third tab's content
|
|
|
|
|
{end_tabs}
|
|
|
|
|
```
|
2019-10-27 10:29:43 +01:00
|
|
|
|
|
|
|
|
|
The tab identifiers (e.g. `desktop-web` above) and their mappings to
|
|
|
|
|
the tabs' labels are declared in
|
2020-06-25 15:00:33 +02:00
|
|
|
|
[zerver/lib/markdown/tabbed_sections.py][tabbed-sections-code].
|
2019-10-27 10:29:43 +01:00
|
|
|
|
|
2021-09-01 00:15:31 +02:00
|
|
|
|
[tabbed-sections-code]: https://github.com/zulip/zulip/blob/main/zerver/lib/markdown/tabbed_sections.py
|
2019-10-27 10:29:43 +01:00
|
|
|
|
|
|
|
|
|
This widget can also be used just to create a nice box around a set of
|
|
|
|
|
instructions
|
2020-06-08 23:04:39 +02:00
|
|
|
|
([example](https://zulip.com/help/deactivate-your-account)) by
|
2019-10-27 10:29:43 +01:00
|
|
|
|
only declaring a single tab.
|