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Change the help text for Message Templates and Scheduled Reminders to include link to CiviCRM Token Documentation page #20259

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merged 1 commit into from
May 13, 2021

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agileware-justin
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@agileware-justin agileware-justin commented May 10, 2021

Overview

Change the help text for Message Templates and Scheduled Reminders to include link to CiviCRM Token Documentation page. Remove the in-line help which is superfluous.

Before

There is no link to the documentation for CiviCRM tokens. Instead end users are having to Google to find the CiviCRM documentation for tokens and hitting Stack Exchange, Forums and other sources which may not be correct.

After

There is now a link to the CiviCRM Token Documentation page, https://docs.civicrm.org/user/en/latest/common-workflows/tokens-and-mail-merge/
And this is available in multiple help contexts. Users can find the correct documentation easily.

This is what the help pop-up will look like now.

Screenshot_20210510_152929

Technical Details

Added the link in the email help file which is used in Message Templates and Scheduled Reminders

Comments

Agileware Ref: CIVICRM-1734

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civibot bot commented May 10, 2021

(Standard links)

@civibot civibot bot added the master label May 10, 2021
@@ -40,6 +41,7 @@
{/htxt}
{htxt id="id-token-subject"}
<p>{ts}Use a token in the Subject when you are sending mail to a number of recipients and want to include their name and / or other values from their contact record automatically in the subject line.{/ts}</p>
<p>{ts 1=$tokenDocs}%1{/ts}</p>
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@demeritcowboy demeritcowboy May 10, 2021

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There's a known issue with {docUrl} and translation (https://lab.civicrm.org/dev/translation/-/issues/61) which makes this difficult, but in this line all translators will see is %1. There are some suggestions in that ticket for how to use docURL, although seems a bit of an open question still.

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@demeritcowboy thanks for the heads up on that core issue. Any advise on how to change this PR to be acceptable? By the way, this tokenDocs pattern was already in place, I just moved it to this help file so it could be re-used.

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Agree it wasn't great before either. At the moment without other changes the only way to make it work I think is something like:

{capture assign=tokentext}{ts}View the CiviCRM Token Documentation{/ts}{/capture}

and then instead of <p>{ts 1=$tokenDocs}%1{/ts}</p> use <p>{docURL page="user/common-workflows/tokens-and-mail-merge" text=$tokentext}</p>

I haven't tested that - it's just thought-code.

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@demeritcowboy I'll give that a go

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@demeritcowboy tested and works fine, ready for review Mr. D.

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Screenshot_20210511_151546

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… Reminders to include link to CiviCRM Token Documentation page
@demeritcowboy
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  • General standards
    • [r-explain] PASS
    • [r-user] PASS
      • I'll leave this open for a few days to see if someone sees something.
    • [r-doc] PASS
    • [r-run] PASS
      • Works in all the spots.
      • To test the translation since the new text isn't translated yet I temporarily replaced the new text with the well-translated phrase "Tags (Categories)". 😁
      • There is the removal of some descriptive text but it's text that doesn't add much, like "Subject for email message" for a field already labelled "Message subject".
  • Developer standards
    • [r-tech] PASS
      • Given the current issues with docURL I can't think of a better way without more changes.
    • [r-code] PASS
    • [r-maint] ?
    • [r-test] PASS

@demeritcowboy demeritcowboy added the merge ready PR will be merged after a few days if there are no objections label May 11, 2021
@agileware-justin
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@demeritcowboy thanks mate!

Thank you!

@demeritcowboy demeritcowboy merged commit 86cbdb2 into civicrm:master May 13, 2021
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2 participants