Migrated Developer Docs (#5683)
- Migrated developer docs to Twenty website - Modified User Guide and Docs layout to include sections and subsections **Section Example:** <img width="549" alt="Screenshot 2024-05-30 at 15 44 42" src="https://github.com/twentyhq/twenty/assets/102751374/41bd4037-4b76-48e6-bc79-48d3d6be9ab8"> **Subsection Example:** <img width="557" alt="Screenshot 2024-05-30 at 15 44 55" src="https://github.com/twentyhq/twenty/assets/102751374/f14c65a9-ab0c-4530-b624-5b20fc00511a"> - Created different components (Tabs, Tables, Editors etc.) for the mdx files **Tabs & Editor** <img width="665" alt="Screenshot 2024-05-30 at 15 47 39" src="https://github.com/twentyhq/twenty/assets/102751374/5166b5c7-b6cf-417d-9f29-b1f674c1c531"> **Tables** <img width="698" alt="Screenshot 2024-05-30 at 15 57 39" src="https://github.com/twentyhq/twenty/assets/102751374/2bbfe937-ec19-4004-ab00-f7a56e96db4a"> <img width="661" alt="Screenshot 2024-05-30 at 16 03 32" src="https://github.com/twentyhq/twenty/assets/102751374/ae95b47c-dd92-44f9-b535-ccdc953f71ff"> - Created a crawler for Twenty Developers (now that it will be on the twenty website). Once this PR is merged and the website is re-deployed, we need to start crawling and make sure the index name is ‘twenty-developer’ - Added a dropdown menu in the header to access User Guide and Developers + added Developers to footer https://github.com/twentyhq/twenty/assets/102751374/1bd1fbbd-1e65-4461-b18b-84d4ddbb8ea1 - Made new layout responsive Please fill in the information for each mdx file so that it can appear on its card, as well as in the ‘In this article’ section. Example with ‘Getting Started’ in the User Guide: <img width="786" alt="Screenshot 2024-05-30 at 16 29 39" src="https://github.com/twentyhq/twenty/assets/102751374/2714b01d-a664-4ddc-9291-528632ee12ea"> Example with info and sectionInfo filled in for 'Getting Started': <img width="620" alt="Screenshot 2024-05-30 at 16 33 57" src="https://github.com/twentyhq/twenty/assets/102751374/bc69e880-da6a-4b7e-bace-1effea866c11"> Please keep in mind that the images that are being used for Developers are the same as those found in User Guide and may not match the article. --------- Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
This commit is contained in:
Ady Beraud
@ -1,26 +1,35 @@
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export const USER_GUIDE_INDEX = {
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'Getting Started': [
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{ fileName: 'what-is-twenty' },
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{ fileName: 'create-workspace' },
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],
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Objects: [
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{ fileName: 'objects' },
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{ fileName: 'fields' },
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{ fileName: 'views-sort-filter' },
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{ fileName: 'table-views' },
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{ fileName: 'kanban-views' },
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{ fileName: 'import-export-data' },
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],
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Functions: [
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{ fileName: 'emails' },
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{ fileName: 'notes' },
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{ fileName: 'tasks' },
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{ fileName: 'integrations' },
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{ fileName: 'api-webhooks' },
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],
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Other: [
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{ fileName: 'glossary' },
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{ fileName: 'tips' },
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{ fileName: 'github' },
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],
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'User Guide': {
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'Getting Started': [
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{ fileName: 'getting-started' },
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{ fileName: 'what-is-twenty' },
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{ fileName: 'create-workspace' },
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],
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Objects: [
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{ fileName: 'objects' },
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{ fileName: 'standard-objects' },
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{ fileName: 'fields' },
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{ fileName: 'views-sort-filter' },
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{ fileName: 'table-views' },
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{ fileName: 'kanban-views' },
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{ fileName: 'import-export-data' },
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],
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Functions: [
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{ fileName: 'functions' },
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{ fileName: 'emails' },
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{ fileName: 'notes' },
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{ fileName: 'tasks' },
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{ fileName: 'integrations' },
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{ fileName: 'api-webhooks' },
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],
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Other: [
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{ fileName: 'other' },
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{ fileName: 'glossary' },
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{ fileName: 'tips' },
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{ fileName: 'github' },
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],
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},
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Developers: {
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'Empty Section': [],
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},
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};
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@ -0,0 +1,107 @@
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import fs from 'fs';
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import matter from 'gray-matter';
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import path from 'path';
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import { DOCS_INDEX } from '@/content/developers/constants/DocsIndex';
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import { TWENTY_UI_INDEX } from '@/content/twenty-ui/constants/TwentyUiIndex';
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import { USER_GUIDE_INDEX } from '@/content/user-guide/constants/UserGuideIndex';
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export interface DocsArticlesProps {
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title: string;
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info: string;
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image: string;
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fileName: string;
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topic: string;
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section: string;
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sectionInfo: string;
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numberOfFiles: number;
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}
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export function getDocsArticles(basePath: string, isSideBar = false) {
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const guides: DocsArticlesProps[] = [];
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const index = basePath.includes('developers')
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? DOCS_INDEX
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: basePath.includes('user-guide')
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? USER_GUIDE_INDEX
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: TWENTY_UI_INDEX;
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const findFileRecursively = (
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directory: string,
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fileName: string,
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): string | null => {
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const files = fs.readdirSync(directory);
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for (const file of files) {
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const fullPath = path.join(directory, file);
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const stat = fs.statSync(fullPath);
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if (stat.isDirectory()) {
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const nestedResult = findFileRecursively(fullPath, fileName);
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if (nestedResult) {
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return nestedResult;
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}
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} else if (stat.isFile() && path.basename(fullPath) === fileName) {
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return fullPath;
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}
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}
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return null;
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};
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const processFiles = (
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section: string,
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topic: string,
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files: { fileName: string }[],
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): void => {
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if (files.length === 0) {
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guides.push({
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title: '',
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info: '',
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image: '',
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fileName: '',
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topic: topic,
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section: section,
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sectionInfo: '',
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numberOfFiles: 0,
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});
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return;
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}
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files.forEach(({ fileName }) => {
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let filePath;
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if (isSideBar) {
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const nestedPath = findFileRecursively(basePath, `${fileName}.mdx`);
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const directPath = `${basePath}${fileName}.mdx`;
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filePath = nestedPath || directPath;
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} else {
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filePath = `${basePath}${fileName}.mdx`;
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}
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if (fs.existsSync(filePath)) {
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const fileContent = fs.readFileSync(filePath, 'utf-8');
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const { data: frontmatter } = matter(fileContent);
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guides.push({
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title: frontmatter.title || '',
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info: frontmatter.info || '',
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image: frontmatter.image || '',
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fileName: fileName,
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topic: topic,
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section: section,
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sectionInfo: frontmatter.sectionInfo || '',
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numberOfFiles: files.length,
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});
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}
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});
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};
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for (const [mainTopic, subTopics] of Object.entries(index)) {
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if (typeof subTopics === 'object' && !Array.isArray(subTopics)) {
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for (const [subTopic, files] of Object.entries(subTopics)) {
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processFiles(mainTopic, subTopic, files as { fileName: string }[]);
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}
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} else {
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processFiles(mainTopic, mainTopic, subTopics);
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}
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}
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return guides;
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}
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@ -1,36 +0,0 @@
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import fs from 'fs';
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import matter from 'gray-matter';
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import { USER_GUIDE_INDEX } from '@/content/user-guide/constants/UserGuideIndex';
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export interface UserGuideArticlesProps {
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title: string;
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info: string;
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image: string;
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fileName: string;
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topic: string;
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}
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export function getUserGuideArticles() {
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const guides: UserGuideArticlesProps[] = [];
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for (const [topic, files] of Object.entries(USER_GUIDE_INDEX)) {
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files.forEach(({ fileName }) => {
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const filePath = `src/content/user-guide/${fileName}.mdx`;
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if (fs.existsSync(filePath)) {
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const fileContent = fs.readFileSync(filePath, 'utf-8');
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const { data: frontmatter } = matter(fileContent);
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guides.push({
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title: frontmatter.title || '',
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info: frontmatter.info || '',
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image: frontmatter.image || '',
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fileName: fileName,
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topic: topic,
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});
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}
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});
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}
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return guides;
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}
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@ -1,14 +1,14 @@
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import { UserGuideArticlesProps } from '@/content/user-guide/constants/getUserGuideArticles';
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import { DocsArticlesProps } from '@/content/user-guide/constants/getDocsArticles';
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export const groupArticlesByTopic = (
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items: UserGuideArticlesProps[],
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): Record<string, UserGuideArticlesProps[]> => {
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items: DocsArticlesProps[],
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): Record<string, DocsArticlesProps[]> => {
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return items.reduce(
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(acc, item) => {
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acc[item.topic] = acc[item.topic] || [];
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acc[item.topic].push(item);
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return acc;
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},
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{} as Record<string, UserGuideArticlesProps[]>,
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{} as Record<string, DocsArticlesProps[]>,
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);
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};
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@ -0,0 +1,7 @@
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---
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title: Functions
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info: Learn how to connect Twenty to your other tools.
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icon: IconApi
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image: /images/user-guide/api/api.png
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sectionInfo: A brief guide to grasp the basics of Twenty
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---
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@ -3,6 +3,7 @@ title: API and Webhooks
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info: Learn how to manage API keys and Webhooks in Twenty.
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icon: IconApi
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image: /images/user-guide/api/api.png
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sectionInfo: Learn how to connect Twenty to your other tools.
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---
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## API Keys
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@ -3,6 +3,7 @@ title: Emails
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info: Understand the concept of email synchronization in Twenty, including how to read synced emails, connect new mailboxes, and set sharing levels.
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icon: IconChecklist
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image: /images/user-guide/emails/emails_header.png
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sectionInfo: Learn how to connect Twenty to your other tools.
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---
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## Email Synchronization
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@ -3,6 +3,7 @@ title: Integrations
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info: Learn how to connect Twenty to your other tools.
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icon: IconBrandZapier
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image: /images/user-guide/integrations/plug.png
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sectionInfo: Learn how to connect Twenty to your other tools.
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---
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## About
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@ -3,6 +3,7 @@ title: Notes
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info: Explore how to efficiently manage notes within record pages in Twenty, including procedures for creating, formatting, commenting, saving, and deleting notes.
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icon: IconNote
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image: /images/user-guide/notes/notes_header.png
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sectionInfo: Learn how to connect Twenty to your other tools.
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---
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Manage your record-linked notes efficiently using the powerful **Notes** feature. This guide walks through how to create, format, comment, and delete notes seamlessly within record pages.
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@ -2,6 +2,7 @@
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title: Tasks
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info: Understand how to effectively manage tasks in Twenty, including tasks creation, viewing, editing, marking as complete, and deletion.
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image: /images/user-guide/tasks/tasks_header.png
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sectionInfo: Learn how to connect Twenty to your other tools.
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---
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Manage all tasks within your workspace using the **Tasks** feature. This guide will show you how to create and manage tasks, switch between upcoming and completed tasks, edit task details, and much more.
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@ -0,0 +1,7 @@
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---
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title: Getting Started
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icon: IconUsers
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info: Discover Twenty, an open-source CRM, its features, benefits, system requirements, and how to get involved.
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image: /images/user-guide/what-is-twenty/20.png
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sectionInfo: A brief guide to grasp the basics of Twenty
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---
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@ -3,6 +3,7 @@ title: Create a Workspace
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info: Follow a step-by-step guide on how to register on Twenty, choose a subscription plan, confirm your payment and set up your account, with additional advice on seeking assistance if needed.
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icon: IconNote
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image: /images/user-guide/create-workspace/workspace-cover.png
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sectionInfo: Discover Twenty, an open-source CRM.
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---
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## Step 1: Registration
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@ -3,6 +3,7 @@ title: What is Twenty
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icon: IconUsers
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info: Discover Twenty, an open-source CRM, its features, benefits, system requirements, and how to get involved.
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image: /images/user-guide/what-is-twenty/20.png
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sectionInfo: Discover Twenty, an open-source CRM.
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---
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## Overview
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@ -3,82 +3,5 @@ title: Objects
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info: Discover how to use standard and custom objects in your workspace.
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icon: IconChecklist
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image: /images/user-guide/objects/objects.png
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sectionInfo: A brief guide to grasp the basics of Twenty
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---
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## Standard Objects
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Standard objects are predefined entities in your workspace that offer integrated, standardized intelligence requiring no extra configuration. They're part of a shared data model accessible to all users of Twenty.
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<img src="/images/user-guide/objects/standard-objects.png"style={{width:'100%'}}/>
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### People
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The `People` object aggregates customer relations data. It includes contact details and interaction history, providing a comprehensive view of your business's customer interactions.
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### Company
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The `Companies` object consolidates business account information. It encompasses all pertinent data such as industry, size, location, and contact personnel, thereby offering an integrated perspective of your business's organizational connections. It is both link to the People and Opportunities objects.
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### Opportunities
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The `Opportunities` object encapsulates deal-related data. It tracks the progression of potential sales, from prospecting to closure, recording stages, deal sizes, associated accounts, and expected closure dates. This provides a well-rounded view of your business's sales pipeline.
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## Custom objects
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Custom objects are objects that you can create to store information that's unique to your organization. They're not built-in; members of your workspace can create and customize custom objects to hold information that standard objects aren't suitable for. For example, if you're SpaceX, you may want to create a custom object for Rockets and Launches.
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<img src="/images/user-guide/objects/custom-objects.png"style={{width:'100%'}}/>
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### Creating a new custom object
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To create a new custom object:
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1. Go to Settings in the sidebar on the left.
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2. Under Workspace, go to Data model. Here you'll be able to see an overview of all your existing Standard and Custom objects (both active and disabled).
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|
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<div style={{padding:'71.24% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
src="https://player.vimeo.com/video/926288174?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
|
||||
frameBorder="0"
|
||||
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
|
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style={{
|
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position:'absolute',
|
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top:0,
|
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left:0,
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width:'100%',
|
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height:'100%',
|
||||
borderRadius: '16px',
|
||||
border:'2px solid black'
|
||||
}}
|
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title="Export data"
|
||||
></iframe>
|
||||
</div>
|
||||
<script src="https://player.vimeo.com/api/player.js"></script>
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|
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3. Click on `+ New object` at the top, then choose Custom as the object type. Enter the name (both singular and plural), choose an icon, and add a description for your custom object and hit Save (at the top right). Using Listing as an example of custom object, the singular would be "listing" and the plural would be "listings" along with a description like "Listings that hosts created to showcase their property."
|
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|
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<div style={{padding:'71.24% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
src="https://player.vimeo.com/video/926293493?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
|
||||
frameBorder="0"
|
||||
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
|
||||
style={{
|
||||
position:'absolute',
|
||||
top:0,
|
||||
left:0,
|
||||
width:'100%',
|
||||
height:'100%',
|
||||
borderRadius: '16px',
|
||||
border:'2px solid black'
|
||||
}}
|
||||
title="Export data"
|
||||
></iframe>
|
||||
</div>
|
||||
<script src="https://player.vimeo.com/api/player.js"></script>
|
||||
|
||||
4. Once you create your custom object, you'll be able to manage it. You can edit the name, icon and description, view the different fields, and add more fields.
|
||||
|
||||
<img src="/images/user-guide/objects/customize-fields.png"style={{width:'100%'}}/>
|
||||
|
||||
<ArticleEditContent articleTitle="objects.mdx"></ArticleEditContent>
|
||||
@ -3,6 +3,7 @@ title: Fields
|
||||
info: Understand the role of fields and how to handle them.
|
||||
icon: IconChecklist
|
||||
image: /images/user-guide/fields/field.png
|
||||
sectionInfo: Discover how to use standard and custom objects in your workspace.
|
||||
---
|
||||
|
||||
|
||||
@ -3,6 +3,7 @@ title: Import/Export Data
|
||||
info: Learn the procedures for importing and exporting data.
|
||||
icon: IconNote
|
||||
image: /images/user-guide/import-export-data/cloud.png
|
||||
sectionInfo: Discover how to use standard and custom objects in your workspace.
|
||||
---
|
||||
|
||||
## Import data
|
||||
@ -3,6 +3,7 @@ title: Kanban Views
|
||||
info: Learn how to customize and navigate Kanban Views.
|
||||
icon: IconTargetArrow
|
||||
image: /images/user-guide/kanban-views/kanban.png
|
||||
sectionInfo: Discover how to use standard and custom objects in your workspace.
|
||||
---
|
||||
|
||||
## About Kanban Views
|
||||
@ -0,0 +1,85 @@
|
||||
---
|
||||
title: Standard and Custom Objects
|
||||
info: Discover how to use standard and custom objects in your workspace.
|
||||
icon: IconChecklist
|
||||
image: /images/user-guide/objects/objects.png
|
||||
sectionInfo: Discover how to use standard and custom objects in your workspace.
|
||||
---
|
||||
|
||||
## Standard Objects
|
||||
|
||||
Standard objects are predefined entities in your workspace that offer integrated, standardized intelligence requiring no extra configuration. They're part of a shared data model accessible to all users of Twenty.
|
||||
|
||||
<img src="/images/user-guide/objects/standard-objects.png"style={{width:'100%'}}/>
|
||||
|
||||
### People
|
||||
|
||||
The `People` object aggregates customer relations data. It includes contact details and interaction history, providing a comprehensive view of your business's customer interactions.
|
||||
|
||||
### Company
|
||||
|
||||
The `Companies` object consolidates business account information. It encompasses all pertinent data such as industry, size, location, and contact personnel, thereby offering an integrated perspective of your business's organizational connections. It is both link to the People and Opportunities objects.
|
||||
|
||||
### Opportunities
|
||||
|
||||
The `Opportunities` object encapsulates deal-related data. It tracks the progression of potential sales, from prospecting to closure, recording stages, deal sizes, associated accounts, and expected closure dates. This provides a well-rounded view of your business's sales pipeline.
|
||||
|
||||
## Custom objects
|
||||
|
||||
Custom objects are objects that you can create to store information that's unique to your organization. They're not built-in; members of your workspace can create and customize custom objects to hold information that standard objects aren't suitable for. For example, if you're SpaceX, you may want to create a custom object for Rockets and Launches.
|
||||
|
||||
<img src="/images/user-guide/objects/custom-objects.png"style={{width:'100%'}}/>
|
||||
|
||||
### Creating a new custom object
|
||||
|
||||
To create a new custom object:
|
||||
|
||||
1. Go to Settings in the sidebar on the left.
|
||||
2. Under Workspace, go to Data model. Here you'll be able to see an overview of all your existing Standard and Custom objects (both active and disabled).
|
||||
|
||||
|
||||
<div style={{padding:'71.24% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
src="https://player.vimeo.com/video/926288174?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
|
||||
frameborder="0"
|
||||
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
|
||||
style={{
|
||||
position:'absolute',
|
||||
top:0,
|
||||
left:0,
|
||||
width:'100%',
|
||||
height:'100%',
|
||||
borderRadius: '16px',
|
||||
border:'2px solid black'
|
||||
}}
|
||||
title="Export data"
|
||||
></iframe>
|
||||
</div>
|
||||
<script src="https://player.vimeo.com/api/player.js"></script>
|
||||
|
||||
3. Click on `+ New object` at the top, then choose Custom as the object type. Enter the name (both singular and plural), choose an icon, and add a description for your custom object and hit Save (at the top right). Using Listing as an example of custom object, the singular would be "listing" and the plural would be "listings" along with a description like "Listings that hosts created to showcase their property."
|
||||
|
||||
<div style={{padding:'71.24% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
src="https://player.vimeo.com/video/926293493?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
|
||||
frameborder="0"
|
||||
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
|
||||
style={{
|
||||
position:'absolute',
|
||||
top:0,
|
||||
left:0,
|
||||
width:'100%',
|
||||
height:'100%',
|
||||
borderRadius: '16px',
|
||||
border:'2px solid black'
|
||||
}}
|
||||
title="Export data"
|
||||
></iframe>
|
||||
</div>
|
||||
<script src="https://player.vimeo.com/api/player.js"></script>
|
||||
|
||||
4. Once you create your custom object, you'll be able to manage it. You can edit the name, icon and description, view the different fields, and add more fields.
|
||||
|
||||
<img src="/images/user-guide/objects/customize-fields.png"style={{width:'100%'}}/>
|
||||
|
||||
<ArticleEditContent articleTitle="objects.mdx"></ArticleEditContent>
|
||||
@ -3,6 +3,7 @@ title: Table Views
|
||||
info: Learn how to customize and navigate Table Views.
|
||||
icon: IconChecklist
|
||||
image: /images/user-guide/table-views/table.png
|
||||
sectionInfo: Discover how to use standard and custom objects in your workspace.
|
||||
---
|
||||
|
||||
## About Table Views
|
||||
@ -3,6 +3,7 @@ title: Views, Sort and Filter
|
||||
info: Find out how to create, manage and delete Object Views.
|
||||
icon: IconChecklist
|
||||
image: /images/user-guide/views/filter.png
|
||||
sectionInfo: Discover how to use standard and custom objects in your workspace.
|
||||
---
|
||||
## About Views
|
||||
|
||||
7
packages/twenty-website/src/content/user-guide/other.mdx
Normal file
7
packages/twenty-website/src/content/user-guide/other.mdx
Normal file
@ -0,0 +1,7 @@
|
||||
---
|
||||
title: Other
|
||||
info: Discover tips and tricks for optimizing your experience, including user and workspace management, personalization settings, and navigation enhancements.
|
||||
icon: IconGitHub
|
||||
image: /images/user-guide/tips/light-bulb.png
|
||||
sectionInfo: A brief guide to grasp the basics of Twenty
|
||||
---
|
||||
@ -3,6 +3,7 @@ title: GitHub
|
||||
info: Learn about the Twenty GitHub repository and the variety of resources it hosts including source code, documentation, and discussions.
|
||||
icon: IconGitHub
|
||||
image: /images/user-guide/github/github-header.png
|
||||
sectionInfo: Discover tips and tricks to optimize your experience.
|
||||
---
|
||||
|
||||
## About
|
||||
@ -3,6 +3,7 @@ title: Glossary
|
||||
info: Get familiar with essential terminology used in Twenty.
|
||||
icon: IconVocabulary
|
||||
image: /images/user-guide/glossary/glossary.png
|
||||
sectionInfo: Discover tips and tricks to optimize your experience.
|
||||
---
|
||||
|
||||
## Company & People
|
||||
@ -3,6 +3,7 @@ title: Tips
|
||||
info: Discover tips and tricks for optimizing your experience, including user and workspace management, personalization settings, and navigation enhancements.
|
||||
icon: IconInfoCircle
|
||||
image: /images/user-guide/tips/light-bulb.png
|
||||
sectionInfo: Discover tips and tricks to optimize your experience.
|
||||
---
|
||||
|
||||
## Update workspace name & logo
|
||||
Reference in New Issue
Block a user