In Paligo, each topic has a section
element and a title
element. The section
represents the topic as a whole and the title
element acts as the main heading for the topic.
When you first create a topic, it has its title set to match the topic name. You can change the title text, but be aware that when you make changes to the title, it can affect the URL of the topic in HTML outputs. But it is possible to change the title and keep the existing URL, to find out more see Topic File Names.
For some types of output, you may want to have numbered headings. For example, legal documentation often has numbered headings, see Numbered Headings.
You can of course also have subheadings, so that the contents of a topic are in separate sections. These help to break up pages that contain lots of information, so that they are easier to read. There are several ways to do this, as described in Subsections.
Example of a page in the Paligo help that has subheadings (subsections).
Note
Some other elements also have titles
, such as tables and examples. These title
s are included by default but you can remove them if you wish.
To make a text easier for the reader to consume, you can use subsections to divide your content into smaller pieces of information, see Create Subsections.
Benefits of using subsections:
-
Readers can quickly scan the main title and the subtitles to get a feel for what the page is about.
-
Subsections makes the writer focus on the information needed for the subsection rather than the topic as a whole.
-
Smaller sections of content are more visually appealing. A long page of text can be off-putting.
This example shows the "Topic Templates" page that contains a subsection called "Create a Topic Template".
Subsections is a great way to make your content easier to read, as you can use them to break up a page into separate, but related pieces of information. There are several ways to create subsections in Paligo, each with their own pros and cons. If you know that you will need to reuse your main sections and subsections separately, you can create each section as a separate topic and then:
But the downside of this is that when you are editing, you can only see one section at a time. (In the output, your readers will see the content as a main section with a subsection on the same page, if space allows). If you want to be able to see the main section and the subsection in the same topic while editing, use of these methods:
Note
With these two methods, the subsections are shown inside the "main" topic. But this also means that if you reuse the "main" topic, you will also reuse the sections inside it.
You can use the publication structure to create subsections. When you publish, Paligo will automatically create the same structure in the output.
Watch the video or see the text below,
-
Create all of your sections and subsections as separate topics. For example, if you have an Introduction topic and you want it to contain a References subsection, create one topic for Introduction and one topic for References.
-
Open the publication structure.
-
Drag your topics into the structure. You can create subsections by dragging the topics left and right below other topics.
-
For HTML outputs only, select Layouts and edit the layout you will use for publishing. In the Toc and chunking settings, use Chunk section depth to control whether topics become subsections. The default setting is 3, which means any topics at level 4 or below in the publication structure will become subsections of the level 3 topics.
Note
If a topic is set to have
xinfo:chunk=yes
, it will always be on its own page, even if it is at a lower level than the Chunk section depth. (see Use Chunking to Control Subsections) -
Publish your content.
For PDF outputs, the subsections are shown on the same page as the main section, where space allows. They are set as subsections with lower heading levels automatically.
For HTML outputs, Paligo displays each topic on its own page until the Chunk section depth is reached. Topics at a lower level then become subsections, unless they are specifically set to be separate chunks (see Use Chunking to Control Subsections).
Example 32. Subsections in a PDF Output
In this example, we have three topics. To keep the explanation simple, we have named them "Heading 1", "Heading 2" and "Heading 3".
In the publication structure, "Heading 1" is set as the top-level topic and "Heading 2" and "Heading 3" are nested as subsections below "Heading 1".
We publish to PDF.
Paligo detects the hierarchy of topics in the publication and recreates it in the PDF output. The "Heading 2" and "Heading 3" topics appear as subsections of the "Heading 1" topic.
You can use Paligo's chunking feature to control whether a topic can be used as a subsection or to appear as a separate web page in the HTML / HTML5 output. The term "chunk" means that a topic has to be on its own. So if a topic is set to xinfo:chunk
with the value set to:
-
Yes - the topic cannot be a subsection inside another topic and will always be on a separate page when published. It cannot be a subsection on another page.
-
No - the topic can be a subsection inside another topic.
Note
Learn more about chunking settings, see Chunking.
To set the chunking value:
-
Select the topic or component in the Content Manager to open it in the Editor.
Alternatively, you can Create a Topic and edit that.
-
Select the
section
element in the Element Structure Menu. -
Select Go to element.
-
Add the
xinfo:chunk
attribute in the Element Attributes Panel and set its value to:-
Yes to prevent the topic from being a subsection.
-
No to allow the topic to be a subsection.
-
-
Select Save.
Important
The xinfo:chunk
value takes priority over the Chunk section depth setting in the layout editor. For example, if you set the Chunk section depth to 3, it normally means that any topics at level 4 or below will become subsections of the "parent" level 3 topic. However, if your level 4 topic has xinfo:chunk
= yes, the level 4 topic will not be included as a subsection of its "parent" level 3 topic. Instead, it will be a separate topic.
There are two ways to use chunking (and they can be combined):
-
Set the default level at which you want topics to become a chunk under "TOC and chunking" in the Layout Editor.
-
Add the
xinfo:chunk
attribute to thesection
element in a topic via the Element Attributes Panel.
Example 33. Chunk section depth and xinfo:chunk used in combination
If you have a publication called "Mars Travel Manual" and you have organized it so that there are topics at different levels.
You are going to publish to HTML5 and your layout has Chunk section depth set to 2.
When you publish, the output has the top-level and second-level topics as separate pages. The third-level pages and lower are subsections.
So if we look at the "The Mission Control Center" topic and its lower-level topics, the output will work like this:
-
"The Mission Control Center" is a top-level topic. It is higher than the Chunk section depth setting of 2, so it has its own page in the output.
-
"Command Center" is a second-level topic. It is at the same level as the Chunk section depth setting of 2, so it has its own page in the output.
-
"Controls System" and "Control Room" are third-level topics. They are below the Chunk section depth setting of 2, and so they do not get their own page. Instead, they are subsections on the "Command Center" topic, as that is their immediate "parent" in the publication structure.
But what if you wanted "Controls System" to be a subsection of "Command Center" and "Control Room" to have its own page? To do that, you would set the "Control Room" topic to have the attribute:
xinfo:chunk
= yes
With this in place, Paligo will give the "Controls System" topic its own page in the published output, as xinfo:chunk
takes priority over the Chunk section depth setting. So the result is that the output has:
-
"The Mission Control Center" and "Command Center" topics have their own pages as they are at a higher level than the Chunk section depth.
-
"Control Room" has its own page as it has
xinfo:chunk=yes
. The Chunk section depth does not apply to this topic. -
"Controls System" is a subsection of "Command Center" as it does not have
xinfo:chunk=yes
and so the Chunk section depth does apply.
If you like to be able to see the subsections inside topics while editing, using components for subsections is a good choice. With this technique, you create your main section and subsections as separate topics, and then import the subsections into the main topic. You can then view the main topic and subsections all inside the same topic. This can make it easier to check the flow of your content and that you have covered all of the points you need to make.
To learn how to use components for subsections, watch the video or read the instructions below.
-
Create all of your sections and subsections as separate topics. For example, if you have an Introduction topic and you want it to contain a References subsection, create one topic for Introduction and one topic for References.
-
Open a topic that will be a main section that contains subsections.
-
Select the Insert tab in the Toolbar.
-
Select Component and choose a topic.
The topic is added as an
import
element and you can see it as a subsection in your topic. -
Repeat steps 3 to 4 for each of the subsections you want to add and save each topic.
-
Select Save.
-
When you have finished adding topics as components, publish to HTML.
A quick and easy way to create a subsection is to add a section
element inside another section
element. You will then be able to see the main section and the subsection in the same topic while you are editing. However, there are some limitations with this technique that makes it better to use an inserted component instead:
-
Reusability - You cannot reuse the subsection in other topics, unless you Convert Subsections into Separate Topics and import them as components, see Use Components to Create Subsections.
-
Number of subsections - The Paligo validation recommends a limit of10 sections per topic (a main section with 9 subsections) and enforces this via the "Paligo Recommended Rules" in the Editor Settings when validating / saving a topic. Note that there is no limitation when it comes to subsections that are inserted as components. However, if you know that a subsection is only needed in one topic, you can create it as a section inside a section. Read about possible settings in Editor Settings.
-
Searchability - Subsections not being inserted as components can be more difficult to find in the web search than topics. They can also be harder for the writer to via the Content Manager.
To add a second section element as a subsection:
-
Position the cursor at a valid position for a subsection.
You can only insert a section for a subsection at a position that is both:
-
A direct descendant of a section element (either the section for the main topic or a section for a subsection). It cannot be inside another element.
-
Immediately followed by another section element or a closing section element (
</section>
).You cannot have content "floating" between subsections or between a subsection and the end of the main topic. Your content must be inside the main topic and before the subsections or inside one of the subsections.
CORRECT: The cursor is positioned outside the other elements, and is a direct descendant of the section element of the main topic. The element that follows the position is the closing element for the main topic, and so is </section>. A subsection can only be followed by a section or closing section element.
INCORRECT: The cursor is positioned inside an element. The selected position is not a direct descendant of the section element of the main topic.
-
-
Press Alt + Enter ⏎ (Windows) or Command ⌘ + Enter ⏎ (Mac) to display the Element Context Menu.
-
Enter
section
and select it from the menu.A new section element is added to the topic. As it is inside the main
section
element, the newsection
appears as a subsection. -
Enter the title for the new subsection. You can then add content to the subsection in the same way as any other topic.
Long topics with many subsections can be difficult to read because there's too much information provided in one place.
To avoid this "cognitive overload", you can convert the subsections into separate topics. You can choose to:
-
Create subsections by embedding a topic inside another topic, see Insert Component.
-
Keep the topics separated and use Cross-References and Links to guide people from one topic to another.
In the image above, the subsections have been converted into separate topics and they are embedded in the main topic.
Tip
If you need a topic to contain several subsections, you can make the content less overwhelming by using Accordions (Collapsible Sections). They allow a subsection to be collapsed, which makes the subsection content only visible when the reader selects the subsection heading.
To convert a topic's subsections into separate topics, you can use Paligo's Convert reusable component feature.
-
Select the
title
of the subsection you want to convert in the Element Structure Menu. -
Select the
section
element for the subsection. -
Select the Convert reusable component from the menu.
-
The existing subsection
title
is suggested as topic name. You can edit it if necessary. -
Select the folder to store the topic in.
-
Select the Reuse the component at position checkbox (in the lower left corner) to embed it in the current topic as a subsection.
If not selected the new topic is removed from the parent topic.
-
Select OK.
Paligo converts the subsection into a topic. If you checked the Reuse the component at position checkbox, the new topic is embedded in place of the subsection otherwise the subsection is removed from the topic.
With Paligo's Reader-friendly fragment identifiers (hash links) feature, you can have subsections that use a text URL instead of a unique ID (UUID). The text URLs are easier for people to understand, and so are better for when you need to share links to your HTML pages.
For example, if the UUID is used for creating the URL of a subsection, you get a URL like this:
Where the link targets the subsection by using the hashtag (#) followed by the UUID of the subsection's section
element.
But if you enable the Reader-friendly fragment identifiers feature, the URL will use the text of the title
element instead of the UUID, like this:
Note
URLs for subsections are also known as "hash links", as there is a hashtag # in the structure of the URL.
To set up SEO-friendly and reader-friendly URLs:
-
Disable Use Algolia Search.
-
Enable the SEO-friendly output file names feature.
-
In the General section, enable or disable the Reader-friendly fragment identifiers (hash links) setting.
Set to Enable to use text URLs.
Set to Disable if you prefer to use the UUIDs for hashtag identifiers.
-
If you have previously shared links that used the UUID in the URL, you can choose to continue supporting them. The URLs with UUIDs will still work, even though the URL for the subsection will use reader-friendly text instead of the UUID.
Use Preserve legacy anchors if using reader-friendly fragment identifiers to choose whether links with UUIDs will continue to work.
Set to Enable to preserve the UUIDs so that links will continue to work.
Set to Disable to lose the UUID, so that only links to the new reader-friendly text version of the link will work.
Note
If you preserve the UUID, it does not mean that the UUID is used in the URL (the UUID is still in the topic, hidden in the code, but it is not part of the URL). The URL will use the new reader-friendly version. If you use the copy to link feature, the copy will also use the reader-friendly URL.
-
Check the box Use gateway to enable IP Allowlisting. Optional
When you use the layout to publish your content, your chosen settings will be applied to the HTML output.
Note
If you have a publication that contains multiple topics or sections with the same title, you would get duplicate hash fragment identifiers.
If you have such duplicates, Paligo will add a suffix to differentiate them. The suffix is generated from the id of the second topic/section. But you can avoid using suffixes by manually providing a reader-friendly fragment identifier. To do this, use the xinfo:outname
attribute on the section
element of each duplicate topic/section.
Accordions are sections of content that can be expanded or collapsed for HTML5 or Zendesk output. They are useful when you have a lot of subsections that make it hard to overview the topic. The reader can then expand or collapse each section in turn.
You can use accordions on sidebar
elements and section
elements. But for sections, the accordion only appears when that topic is inserted into another topic as a subsection, see Insert Component.
Accordions are sections of content that can be expanded or collapsed for HTML5 or Zendesk output. In other output formats, the content will appear as usual.
This feature is enabled for section
and sidebar
elements. When you publish to HTML5, the sections or sidebars will appear as expandable and collapsible accordions.
When you nest topics (Insert Component) it is a good idea to turn them into accordions.
Note
You need to enable Output role attribute as class names for this to work, see Enable Output Role Attribute as Class Names.
Tip
The accordion can be styled just the way you want it in your own CSS.
If you want a background color for the header:
.panel-default > .panel-heading { background-color: #fafafa; padding: 1em; }
-
Select a
section
element or asidebar
element.You can select a section element for a subsection in a topic (a section inside another section).
-
Select Add attribute in the Element Attributes Panel.
-
Enter
Role
and select it from the menu. -
Set the value to
accordion
. -
Select Save.
When you publish to HTML5 or Zendesk, the section or sidebar will appear as expandable/collapsible accordions.
If you want all accordions to expand when a page in the HTML5 Helper Center output is loaded, add the following code to your custom JavaScript:
// Expand accordions $(document).ready(function () { $('.accordion .collapse').collapse('show'); $('.accordion .panel-heading').addClass('active'); // Uncomment below if you're using AJAX /* $(document).ajaxComplete(function() { $('.accordion .collapse').collapse('show'); $('.accordion .panel-heading').addClass('active'); }); */ });
If you want to change the title text for a topic, you should first think about how it will affect your published output.
-
For PDFs, a change to a heading does not affect the output, so you can make changes as needed.
-
For HTML, Paligo uses the title to generate the URL (address) of the webpage for each topic. So if you change the title, the URL will also change when you publish.
Paligo detects title changes automatically and updates your content to use the new URL. But Paligo cannot change any links that come from external systems. For example, if your website links to a page in the help and the URL of the page has changed, the link will no longer work. To avoid this problem, you can:
One way to change the title of a topic without affecting its URL is to use the xinfo:outname attribute. This attribute is available for the section element.
When you set an xinfo:outname value, that value is used for the URL of the HTML page for that topic. The xinfo:outname takes priority over all other URL settings, so will be used even if you set the HTML layout to use topic names instead of titles.
To keep the existing URL of an HTML page:
-
Select the topic or component in the Content Manager to open it in the Editor.
Alternatively, you can Create a Topic and edit that.
-
Change the text in the
title
element. -
Select the
section
element in the Element Structure Menu. -
Select Go to element.
-
Add the
xinfo:outname
attribute in the Element Attributes Panel. -
In your existing help output, browse to the page that has the URL you want to keep and copy the page part of the URL.
For example, if the page has the URL:
https://acmehelp/docs/en/6083-introduction.html
Copy
6083-introduction
as that is the page part of the URL. Do not include the.html
file extension, you only need the page name. -
Paste the page part of the URL into the value box for the
xinfo:outname
attribute. -
Select Save.
When you publish to HTML, Paligo will use the xinfo:outname
value for the page part of the URL. It will not use the title
or the topic name, the xinfo:outname
takes priority.
Example 34. Using xinfo:outname to keep existing URL
For example, let's say you have a topic and it's title is "Introduction". When this was first published, Paligo set the URL to: https://acmehelp/docs/en/introduction.html
Your customer support team then used links to that page when they replied to customer queries.
Some time later, you need to update the page title to "Introduction to ACME 100" but you do not want to break the links that customer support sent out.
You change the title text of the topic to "Introduction to ACME 100" and then add the xinfo:outname
attribute to the section of the topic. You set the attribute's value to: introduction.
You publish the content to HTML. Paligo uses the xinfo:outname
value (introduction
) to create the page part of the URL, instead of the new title text. So in the output, the page has this URL:
https://acmehelp/docs/en/introduction.html
If you did not set the xinfo:outname
, the page would have the new URL based on the change to the title text, and it would have been:
https://acmehelp/docs/en/introduction-to-acme-100.html
You can set Paligo to use topic names instead of titles for the filenames and URLs for HTML pages. The topic names are then used instead of the title
text for the page part of the URLs.
For example, if a topic is named "IoT Controls" and has a title of "Controls for IoT System", the URL for the page in the HTML output will look like this: https://acmehelp/docs/en/iot-controls.html
Note
Note that the page part of the URL uses the name of the topic ("IoT Controls") and not the title text ("Controls for IoT System").
To set Paligo to use topic names instead of title text for URLs:
-
Select the Layout tab in the top menu.
Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.
-
Select the layout to be updated or Create a Layout.
-
Select General in the sidebar.
-
Control if topic names are used for URLs in Use resource name instead of title for the HTML output filename:
-
Set it to Enabled to use topic names.
-
Set it to Disabled to use the text in the topic
title
element. Default
-
-
Select Save.
If you enabled the Use resource name instead of title for the HTML output filename setting, Paligo will use the topic names for the filenames and URLs. This means you can now change your topic title
text without affecting the URLs for the pages.
By default, Paligo uses text-only headings, but you can use numbered headings instead. Numbered headings have numbers as a prefix.
To enable or disable numbered headings, edit the layout that you use for publishing.
-
Select Layout and then edit the layout that you are going to use for publishing.
-
Find the Section numbering settings.
On PDF layouts, the Section numbering settings are in Section titles > All sections.
For HTML layouts, the Section numbering settings are in Toc and chunking.
-
Use Section numbering to control whether your headings use numbers. Select Enabled for numbered headings, Disabled for text-only headings.
-
Use Section numbering maximum depth to control what heading levels have numbering. The default is 3, which means the top-three heading levels will be numbered, but level 4 onwards will be text-only.
-
Check the box Use gateway to enable IP Allowlisting. Optional
You can choose whether your headings use a number prefix.
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