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Edit Excel for the Service Wizard

Learn how to populate the Excel sheet for the Service Wizard to properly link and display category and content elements.

C
Written by Charlotte Kolb
Updated over a year ago

Excel Sheet: Category Structure

Here, you can customize your categories and their levels. Under {CategoryItem[1].Caption}, enter the name of your first category, and in {CategoryItem[1].Title}, choose the title for the first-level categories. Additionally, add a link to an image in {CategoryItem[1].Image}.

For the next levels, copy the first three columns and replace [1] with [2]. Repeat this process for all levels. Note that the last column, {ContentItem.Ids}, links the category to the corresponding content. Create these IDs in the second sheet and then insert them into this column. The order of IDs will be reflected in the Wizard.

Excel Sheet: Content

Each solution you create requires an ID number to link it to the category tree. You can choose the numbers and descriptions as you like. In the second column {Caption}, you set the name of the solution component, and in the third, the solution image.

When adding content, note that each content part consists of two columns: {Content.Element[1].Type} describes the type of content display, and {Content.Element[1].Value} is where you insert your content. To add more content, you can copy the columns, paste them, and enter the content element number. This number determines the order in which the content is displayed on the page.

Showcase of elements you can implement:

Text Editing

Description

Short

numbered Points

<ol>
<li>Point1</li>
<li>Point2</li>
</ol>

Bullet Points

<ul>
<li>Point1</li>
<li>Point2</li>
</ul>

text link

Text before link<a href="https//example.com">link text</a> text after

Bolt

<strong>Text you want</strong>

Italic

<em>Text you want</em>

Important Rows

The last listed items in the table allow you to reference other solutions. Choose high numbers for content items, like 49and 50, so they appear at the end of the solution. In {Content.Element[50].Value}, you can enter the IDs of relevant solutions.

In the last two columns, you can set the Group Sets {Restriction.GroupSet} that are allowed to view the solutions and enter {Search.Keywords} for terms that are not in the content but can be searched.

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