Create and Update Wiki article in Acumatica

By | April 28, 2022

A Wiki is the collection of articles and enable digital content management specific to the business or the product. It consists of a set of interlinked web pages defined as articles organized logically within folders.

Acumatica Help WIKI acts like the user manual which provides the information about the functionality of specific process or the controls. Versioning and attachments in Acumatica WIKI facilitate to keep track of the changes in the documentation and associate the files to the articles for better visuals on the behavior of the process or to provide an example.

Features:

  1. Necessary Information on product features.
  2. Create Business specific pages.
  3. Sharing information with the users including the project teams and departments.
  4. Managing File attachment.
  5. Easy modification of the Help wiki.
  6. Based on User roles, assign multi-level access rights. 
  7. Quick search with keyword or full text.
  8. Easily apply to Dashboards.

Creating the Wiki Article in Acumatica 2021 R2

Step1: Create Wiki Id
Navigate to the path to System Management > Wiki Preferences > Wiki.
Id: Give a unique name which is a mandatory
Name: Give the name for Identification which is a mandatory
Show on Help Dashboard: Check the Checkbox
Section: Select Quick Guides
Sequence: 1
Hold on Edit: Check the checkbox
Require Approval: Uncheck the checkbox
Click on Save Button  .

End User

Step 2: Adding Wiki Content
Navigate to Acumatica Educational Resources by clicking Open Help at top right side of Acumatica. Select created Wiki from Quick Guides.

Acumatica Educational Resource

Wiki Help

Click on ‘+’ symbol to create a new article.

Plus

Step 3: Saving the Wiki Content
Enter Article Id, Name, Parent Folder and check Hold checkbox, Check Folder checkbox (Main Article), Article type as ‘WIKI’ and add the content and click on save button.

Adding content to wiki article

Creating Sub-Article:
Under content tab, enter Article Id, Name, Parent Folder and check Hold checkbox, Uncheck Folder checkbox (Sub Article), Article type as ‘WIKI’ and add the content and click on save button.

1st page

Step 4: Attaching Image and Save the image to Wiki
Under attachments tab, Click on Attach button and choose file and then upload the image file to the wiki.

Upload

Step 5: Display image on the content
To add the image on the content. Click on Getlink from the attachment tab and copy the Wiki link and paste it in the content area of content tab.

Wiki Link

Formatting

Output

Step 6: Rearranging the article sequence
To Rearrange the sequence of wiki Article.
Navigate to > System Management > Wiki Site map > Choose the Wiki Help > from left panel select the article to move and click on arrow up and down arrow to move accordingly and click on save button.

Articles

Step 7: Reload from database
Navigate to customization project > click on selected project.

Publishing customization Project

Select Wikis from the left side list > Click on Reload from Database.

Database

Step 8: Publishing the article
Navigate to System Management > Wiki Preference > Wikis

  1. Uncheck Me checkbox
  2. Enter wiki name
  3. Enter Folder Name
  4. Select Status as Hold
  5. All updated Wiki will display in the grid below to publish
  6. Select and click on process

Wiki Art

7. On Upload Article Properties: Choose the parent folder
8. Change the status to published
9. Version as maintain versions
10. And click on apply.

Properties

Step 9: Publishing the project: Publish the customization Project.
Navigate to Configuration > Customization > Customization Projects.

customization-Project

Updating the Wiki Article in Acumatica 2021 R2
Follow Step 2 to navigate to the Wiki article.
Select the article from left side and click on edit button  and click on save button.

Update the Wiki Article

This blog helps us in adding and updating wiki article in Acumatica and in understanding the features of Wiki in Acumatica.

About Us

Greytrix, with its 22+ years of expertise as the Sage Development partners, extends its mastery to bring Acumatica for modern businesses. Greytrix offers complete end-to-end professional services for Acumatica, ranging from development, support, technical assistance, consulting and system integrations.

With GUMU™, our home system integrator, we bring a range of system integrations for Acumatica with e-commerce like Magento (Adobe Commerce), Shopify, Checkbooks.io, CRM like Dynamics 365 CRM.

GUMU™ forms the crucial SAAS platform for all seamless and secured Acumatica integration. For more information on Acumatica, the cloud ERP, please contact us at acumatica@greytrix.com.

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