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christopher_denzer May 1, 2020

I am creating customer service documentation and need to create a pop-up like window to display in one page an entry that is on another page. In this case, I have a list of scripted responses (usually fewer than 100 charaters) that customer service agents are meant to use when responding to customers on one page. Those scripted responses are referred to in other pages throughout our knowledge base. Rather than linking to the list and having the reader jump to that page, I want them to be able to see the scripted response without having to leave the page. I also do not want them to open the link in a new tab. Any ideas?

2 answers

1 vote
Natalie Paramonova _Stiltsoft_
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May 7, 2020

Hi @christopher_denzer ,

You may also be interested in a combination of the Table Excerpt/Table Excerpt Include and Handy Tip macros.

How it works:

You insert each answer in the Table Excerpt macro (the macros work with any content, not only tables) and set a name to this excerpt.

Then you add the Handy Tip macro to your documentation page and place the Table Excerpt Include macro displaying a particular answer inside the tip (please follow the instructions to add a tip). The advantage is that you can search for excerpts on child pages, pages by label, or particular pages.

A page with answers:

2020-05-07_17h35_03.png

 

A page with documentation:

2020-05-07_17h34_45.png

 

When a user hovers over the answer indicator in the page view mode, he sees the answer:

2020-05-07_17h53_01.png

 

The mentioned macros are available in the Table Filter and Charts and Handy Macros apps.

0 votes
Anshuman Dash _K15t_
Atlassian Partner
May 4, 2020

Hi Christopher,

 

Not exactly a pop-up, but maybe, a combination of excerpt macro and  include excerpt macro might help?

https://confluence.atlassian.com/doc/excerpt-macro-148062.html

https://confluence.atlassian.com/doc/excerpt-include-macro-148067.html

 

In your case, the scripted responses can be put inside except macros and can be referred on the pages that the customer service agents need to refer.

 

Cheers!

Dash.

christopher_denzer May 5, 2020 edited

This was a great solution but unfortunately wouldn't work for me. There can only be one excerpt macro per page and one page contains over a hundred scripted responses, so there would be no way to display the different responses. The only way for it to work is to create a page for each response, which might prove unwieldy and time-consuming. Thanks, though.

Anshuman Dash _K15t_
Atlassian Partner
May 6, 2020

Hey Christopher,

 

Yes, you are right. The Confluence excerpt macro is limited in functionality that way.

But if you are open to using 3rd party apps, I guess there a re a few 'multi-excerpt' apps available in the atlassian marketplace.

E.g. https://marketplace.atlassian.com/apps/169/multiexcerpt

Cheers!

Dash.

christopher_denzer May 6, 2020

Thanks for the suggestion. Unfortunately, Infosec at our co doesn't allow 3rd party apps. Good advice, though!

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