Help Page Templates

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.

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 be HELP_PAGE.

• To retrieve the tenant-wide default template (if it was set), use an all-zero UUID (00000000-0000-0000-0000-000000000000) for the workflow_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 be HELP_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"
  }
}