Create and edit wiki pages

A wiki page is a single entry in your wiki – a process description, a glossary entry, an onboarding chapter. You create it via the Wiki pages tab, maintain it in the detail manager with five tabs, and decide in the master data whether the page becomes a main topic, a template or a public page. You write the content in wiki syntax.

The “Wiki pages” list

In the Knowledge → Wiki pages tab you see every page in a table with the columns No., Name Reference name, Owner Type and Last change Date. Above it sits a toolbar with view icons, the Search field, a filter icon, a star icon, the blue + button and a three-dots menu.

Knowledge → Wiki pages → Toolbar: Search | Filter | ☆ | + | ⋮

• Via the search field you find pages by name and content; the result shows the search term in context, so you quickly see whether the page contains the information you are looking for.
• Via the filter you narrow down by owner, type or group.

Create a new wiki page

You start a new page via the blue + button in the list, or via the plus drop-down next to the module search field (New wiki page). Both open the same Wiki page creation dialog, which runs in two steps.

Step 1 Master data:

1. In the mandatory Title field, enter the page’s display name.
2. Optional: add a Short description – it later appears in lists and links.
3. The Reference name fills itself with Automatic. You can overwrite it – it is the short ID with which you link to the page from other pages via [[Reference name]].
4. Via Categories you assign the page to one or more keywords; via Group you set the permission group.
5. The Create as a private page checkbox makes the page visible only to you.

Step 2 Configuration:

6. Choose the Page type – Wiki syntax (default), Markdown syntax, HTML syntax or Formatted input.
7. Optional: tick the Template checkbox to turn the page into a reusable template.

With Save and close you create the page and land directly in the detail manager. Next takes you to the following step, Cancel discards.

The detail manager

A click on a list row opens the detail manager. At the top you see six tabs: Master data, Wiki, Files, Watchers, Permissions, Versions. On the left sits the document card with the page name, below it the accordion boxes Assignments, Main topics, Search and Recently viewed. At the bottom are the Edit and Close buttons.

Master data tab

The master data holds everything that makes a wiki page a wiki page – without the actual content. In the General section:

• Title (mandatory) – display name of the page.
• Reference name – short ID for internal wiki links ([[Reference name]]).
• Sorting – order in lists.
• Main topic (toggle) – sets the page as a global navigation entry. Active main topics appear in the Main topics box of every wiki page. More on this in Landing page and main topics.
• Short description (multi-line) – appears in lists and links.
• Owner (mandatory) – the employee the page belongs to.
• Keywords and Categories – tags and clusters for filtering and search.
• Group – the page’s permission group (see Wiki permissions).

In the Configuration section:

• Template (toggle) – turns the page into a template; more in Set up templates, headers and footers.
• Board, Wiki page, Public page checkboxes – determine which additional roles the page takes on. Wiki page is active by default. Public page makes the page shareable (see Public pages).
• Page type (mandatory) – Wiki syntax, Markdown syntax, HTML syntax, Formatted input. Once chosen, the page type determines the valid commands.

Bottom buttons: Save, Save and close, Close.

Wiki tab – view and edit content

Wiki is the central content view. First you see the formatted display of the page: headings, tables, images and links exactly as a reader sees them. Next to each heading sits a pencil icon ✎ for section editing – a click opens only the section below it.

A click on the bottom Edit button opens the editor: a plain text area with the page’s source – no formatting toolbar, you write the commands directly. At the top right sits a lamp icon 💡 with help on the syntax. Bottom buttons here: Apply (saves without closing), Save, Cancel.

From three headings onwards, the display automatically builds a Table of contents in the top right. Which commands apply to links, images and tables is collected in Wiki syntax: commands and formatting.

Files tab

Every wiki page has its own file directory. Via [[File:Filename]] and [[Image:Image name]], the wiki commands access exactly this directory – the name you give in the command is looked up here.

In the tab you see the files as a table with No., Filename, Description, Colour marker, File size and Version Change date. You upload a new file via the + button or by drag & drop into the directory. If you link a file in the editor that is not yet stored here, you can upload it directly from the editor.

Watchers tab

Anyone who wants to be told about changes to a wiki page adds themselves as a watcher. In the tab you see Add watcher with the mandatory Employee field and the Add button, and below it the table of all current watchers. Anyone who creates or edits the page is added to the list automatically. Details in Versions and watchers.

Versions tab

Every save creates a new version. In the Versions tab you see the history and can reactivate an older version as the current one without losing content. How exactly this works is described in Versions and watchers.

Actions on the detail manager

In the document card header of the left sidebar sits a three-dots menu …. Behind it are direct actions for the page: Notification, Internal message, Internal ticket, Mail, Create bookmark, WikiPage, Direct link, Share with app….

To the right of the page title sits a board icon ▦ – a click opens the actions modal with the Actions tab (Details, Delete, Link, Print, Files) and the Relationships tab with a graph view of the objects linked to the page.

Common questions & needs

Notes

• The Page type determines the valid syntax. Set it before you start writing and stay consistent – switching from wiki syntax to Markdown changes which commands take effect.
• The Reference name is the stable ID for internal links. If you change it later, existing [[…]] references break. Set it sensibly early on.
• Saving creates a version every time. So you do not need to “back up” anything before experimenting – a rollback is always possible.

Related topics

• Wiki – introduction Wiki Introduction
• Wiki syntax: commands and formatting Wiki Reference
• Landing page and main topics Wiki How-to
• Versions and watchers Wiki Concept