Help Page Templates
Manage custom help pages for Veza Access Reviews.
Use these operations to add and manage help pages for access reviewers, and customize pop-up messages when a review starts, or when rows are signed off.
GET
{veza_url}/api/preview/awf/certification_help_page?certification_id={cert_id}
Create help page
Add custom help messages for reviewers by providing the plain text template_body
, name
, and an existing workflow_id
and usage
where the template will apply. All reviews (certifications
) for the configuration (workflow
) will use the new template.
Template usage
The usage
field determines how and when the help page will be visible to users. It must be one of the following values:
HELP_PAGE
: Reviewers can access help pages from reviewer's interface by clicking the User Guide icon. The help page will also appear when viewing the review for the first time.REVIEW_START
: Opens when reviewers start a review.SIGN_OFF
: Opens whenever a row or multiple rows are signed off by a reviewer.
Only one help page can exist at a time for a given workflow and usage. You can manage global help pages by using 00000000-0000-0000-0000-000000000000
as the workflow_id
. Global help pages for each usage will apply to all reviews for all configurations.
Template formatting
The template can use markdown and placeholders, for example:
# Help for {{WORKFLOW_NAME}}
## Formatting
Formatting text in Markdown:
- *Italic text*
- **Bold text**
- `Code block`
- [Link text](https://example.com)
## Bullet Lists
Bullet lists in Markdown:
- Item 1
- Item 2
- Item 3
## Numbered Lists
Numbered lists in Markdown:
1. First item
2. Second item
3. Third item
## Placeholders
The following placeholders are available:
- {{WORKFLOW_NAME}}
- {{WORKFLOW_URL}}
- {{WORKFLOW_TIME}}
- {{WORKFLOW_OWNER}}
- {{WORKFLOW_DESCRIPTION}}
- {{WORKFLOW_CERT_STARTED_ON_DATE}}
- {{WORKFLOW_CERT_STARTED_ON_TIME}}
- {{WORKFLOW_CERT_CREATED_BY}}
- {{WORKFLOW_CERT_LAST_UPDATED_ON_DATE}}
- {{WORKFLOW_CERT_LAST_UPDATED_ON_TIME}}
- {{WORKFLOW_CERT_LAST_UPDATED_BY}}
- {{WORKFLOW_CERT_COMPLETED_ON_DATE}}
- {{WORKFLOW_CERT_COMPLETED_ON_TIME}}
- {{WORKFLOW_CERT_COMPLETED_BY}}
- {{WORKFLOW_CERT_LAST_ACTIVITY_ON_DATE}}
- {{WORKFLOW_CERT_LAST_ACTIVITY_ON_TIME}}
- {{WORKFLOW_CERT_LAST_ACTIVITY_BY}}
- {{WORKFLOW_CERT_DUE_ON_DATE}}
- {{WORKFLOW_CERT_REVIEWERS}}
See Notification Templates for more information about placeholders.
Example request:
POST {{veza_url}}/api/preview/awf/help_page_templates
{
"value": {
"workflow_id": "bc2b2daa-3508-4c0c-a0f2-8a2fb0ef59d9",
"name": "Review Help",
"template_body": "# {{WORKFLOW_NAME}} Review Guide\n\nWelcome to the {{WORKFLOW_NAME}} review process. Please follow the steps below:\n\n## Review Steps\n\n",
"usage": "HELP_PAGE"
}
}
List help pages
Get all configured help page templates.
GET {{veza_url}}/api/preview/awf/help_page_templates
Example response:
{
"values": [
{
"workflow_id": "8c1772da-a7c3-4dc7-8b09-b900af011ee5",
"name": "Review Start Popup",
"usage": "REVIEW_START"
}
]
}
Get help page
Returns the current help page template for an existing workflow_id
and usage
.
The
usage
parameter must be specified. For the existing help page template, the usage value should beHELP_PAGE
.To retrieve the tenant-wide default template (if it was set), use an all-zero UUID (
00000000-0000-0000-0000-000000000000
) for theworkflow_id
.
Example request:
GET {{veza_url}}/api/preview/awf/help_page_templates/{{workflow_id}}/{{usage}}
Get review help page
Returns the current template for a given certification id.
Example request:
GET {{veza_url}}/api/preview/awf/certification_help_page?certification_id={{cert_id}}
Example response:
{
"content": "# Help for Reviewers\n\n## Instructions:\n\n"
}
Delete help page
Permanently remove the help page template for a workflow_id
and usage
. It will no longer apply to reviews for using the configuration, specified by workflow_id
.
The
usage
parameter must be specified. For the existing help page template, the usage value should beHELP_PAGE
.To clear the tenant-wide default template, use an all-zero UUID for the
workflow_id
:00000000-0000-0000-0000-000000000000
.
Example request:
DELETE {{veza_url}}/api/preview/awf/help_page_templates/{{workflow_id}}/{{usage}}
Update help page
PUT {{veza_url}}/api/preview/awf/help_page_templates
Update the help page for the specified workflow_id
and usage
:
To add a tenant-wide default template, use an all-zero UUID for the
workflow_id
:00000000-0000-0000-0000-000000000000
.Updating a template now uses a plain text
template_body
, instead of a base64-encoded string.
Example request:
{
"value": {
"name": "Global Sign Off Confirmation",
"template_body": "string",
"workflow_id": "00000000-0000-0000-0000-000000000000",
"usage": "SIGN_OFF"
}
}
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