In the Articles, Links and Media pages, you can use the Filters at the top of the table to choose what to display in the page.
In the Articles page, you can Save sets of Filters to select and reuse.
In this Article
Using the Filters
Language, Category and Section Filters
Filters in Articles
Filters in Links
Broken and Private Links
Filters in Media
Broken Media
Saving Filters in the Articles Page
Using the Filters
- Click the Add filter button in the top left-hand corner to display a drop-down of the Filters that can be used for that page.
- Select the Filter you want to add to the page. The following are the Filters in the Articles page with the Category Filter being added.
- Make one or more selection in the drop-down for what to filter the page on.
When a Filter has been applied, the page refreshes automatically to reflect the filter. Where more than one value can be selected for a Filter, the selections for that Filter remain open so you can select additional value(s), or click away from the Filter selections to close it.
The Filter is set as "is" and you can this to "is not" directly from the Filter.
You can click Add filter and select and apply further Filters. The additional Filters display in the order in which you add them and the page refreshes to show the new result.
To clear all the selections for the Filters you have added, click the Clear button.
When you move to a different page, this automatically clears all the Filters you have added from the current page.
Language, Category and Section Filters
In the Articles, Links and Media pages you can filter on Language, Category and Section.
| Language |
If you have set up other languages in the Zendesk Help Center you can select the filter for one or more Language to display only the articles for that language or languages. |
| Category and Section |
The Category and Section filters are the Categories and Sections assigned to the articles in the Zendesk Help Center. Filtering on these can be useful, for example, if you then want to search for something within a specific Category and/or Section in Zendesk as this function is not available when searching from Zendesk. If no Category has been selected, you can select from any of the Sections to filter on. |
Filters in Articles
In Articles, the following Filters are available, in addition to the Language, Category, and Section Filters.
| Not Translated to |
When you have more than one language enabled in your Help Center, you can use the Not Translated to Filter, and select an enabled Language, to display articles that do not yet have that translation. You can then use the Translate function to translate the filtered articles. Refer to Translating Articles with Bulk Translate. You can also translate an individual article from the Article View. Refer to Translating All or Part of an Individual Article. |
| Label | The Label Filter lists all the Labels that have been added to the articles. You can select one or more to display the articles that hold that Label. |
| Private | Selecting "Yes" displays any articles that are set as Visible to "Signed in Users" or "Agents and Admins" in Zendesk, or set for any other "User Segment" that you have set up in your Zendesk Help Center. A reader who is not signed in, or does not have the correct permission to the Help Center, does not see these articles in Zendesk. Selecting "No" displays articles that are set with Visible to "Everyone" |
| Draft | When the Draft Filter is set to "Yes" this displays any articles that have a Publication Status in Zendesk of "Draft" Setting the Draft Filter to "No" displays only articles that have a Publication Status in Zendesk of "Published". If you have Zendesk subscriptions that allow review of articles, Articles that have been published but are currently being edited, and show in Zendesk as "In Progress" are not included when the Draft Filter is set to "Yes" and these are considered to be "Published". |
| Under Review |
When using the Translate functions, you can select to Save translations locally for review which saves your article translations locally in Swifteq without pushing them to Zendesk. This marks the article as "Under Review" which allows the translation to be reviewed in Help Center Manager and corrected if needed before being published. After the review, you will need to push them to Zendesk separately and publish them. Refer to Translating Articles with Bulk Translate and Translating All or Part of an Individual Article and to Auto Translate in Help Center Manager Settings for Syncing, Translation and Auto Translate. Also, when using the article Editor in Help Center Manager, you can select Save for review which saves the changes locally without pushing the changes to Zendesk. This also marks the article as "Under Review". Refer to Editing an Article using the Help Center Manager Editor. You can also display these articles by clicking Under Review on the left-hand menu. |
| Outdated Translation |
This identifies any articles where the article in the default language has been changed and the translations are outdated. |
| Recently Translated |
The Recently Translated filter displays articles that have been translated in the last seven days.
You can also display these articles by clicking Recently Translated on the left-hand menu. |
Filters in Links
In the Links page, the following Filters are available in addition to the Language, Category and Section Filters.
| Valid | Selecting "Yes" displays links to articles that have a Publication Status of "Published". Selecting "No" displays links to articles that have a Publication Status of "Draft", or to any articles that have been "Archived" or "Deleted". |
| Private | Selecting "Yes" displays links to articles that are set as Visible to "Signed in Users" or "Agents and Admins" in Zendesk, or if they are set for any other "User Segment" that you have set up in your Zendesk Help Center. A reader who is not signed in, or does not have the correct permission to the Help Center, does not see these articles in Zendesk. Selecting "No" displays links to articles that are set as Visible to "Everyone". |
| Draft | Selecting "Yes" displays links to articles that have a Publication Status of "Draft". Selecting "No" displays links to articles that have a Publication Status of "Published". This may also include links to articles that are not Visible to "Everyone" as this setting is filtered with the Private filter. This does not include links to "Archived" or "Deleted" articles. |
| Type | Selecting "Help Center" displays links to articles within the Zendesk Help Center. Selecting "External" displays links to anywhere external to the Zendesk Help Center. |
| Opens in | Selecting "New tab" displays links to articles that are set with Open in new tab checkmarked in the Insert/edit link option in Zendesk. If you usually do not select Open in new tab for links in Zendesk, you can use this to check if this has been accidentally checked on any links. Selecting "Same tab" displays links to articles that do not have Open in new tab checkmarked in the Insert/edit link option in Zendesk. If you usually select Open in new tab for links in Zendesk, you can use this to check if this has been forgotten to be checkmarked on any links. "Parent frame" and "Top frame" are not used. |
Broken and Private Links
For details on how to check for broken links, and what the Help Center Manager checks, refer to Checking for Broken and Private Links and Fixing Broken Links.
Filters in Media
In the Media page, the following Filters are available in addition to the Language, Category and Section Filters.
| Valid | Selecting "Yes" for Valid displays media that displays or opens correctly from the Zendesk Help Center when reading articles. Selecting "No" displays media that does not display correctly when reading an article, or that breaks if you try to open or download an attached file. |
| Alt Text |
You can select the Alt Text filter as "All", "Present" or "Not Present". This is useful to check for any images that do not have an Alt Text so you can update them. Refer to Changing the Alt Text for Images in Media Page and Media Pane. |
| Type | Select the Type of file for the Image or Video, for example, a png, gif or jpeg (.jpg or jpeg) image, or a youtube or vimeo video. The options of "image/other" or "video/other" can be used to select any other type of image or video. |
Broken Media
For details on how to check for broken links, and what the Help Center Manager checks, refer to Checking for Broken Media and Fixing Broken Media.
Saving Filters in the Articles Page
In the Articles page, you can Save sets of Filters to select and reuse.
- Each set of Saved Filters are linked to the specific user of your Help Center Manager.
- If you have more than one Help Center, any Saved Filters are specific to the Help Center in which it was saved.
When you have selected one or more filters and you have made a selection other than "All", you have the option to Save.
Enter a name for the filter and click Save.
The name of the Saved Filter displays.
You can clear the Saved Filter by clicking Clear. The Filters that were added remain and are cleared.
You can set up additional filters and save these. The name must be unique for each Saved Filter.
As you add more Saved Filters, you can select them from the Filter picker.
When a Saved Filter is selected, you can make changes to the Filters if required, and then click Edit. You can then click Save to save it as the same name. or Change Name, for example to reflect the changed filters. You can also Remove a Saved Filter from the Edit option.