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?
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:
A page with documentation:
When a user hovers over the answer indicator in the page view mode, he sees the answer:
The mentioned macros are available in the Table Filter and Charts and Handy Macros apps.
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.
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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.
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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.
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Thanks for the suggestion. Unfortunately, Infosec at our co doesn't allow 3rd party apps. Good advice, though!
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