Tag your documents and create reports on your documents in tabular form
- Categories
A information architecture defines – besides lots of other stuff – types of documents. Each document provides properties and sections that are typical for its type.
On creating a new document, a wiki page with these properties and sections, an author tags the document with metadata such as categories, tags, and a type.
Reporting allows you to query for documents that match specific constraints. For instance all documents associated with a set of tags and a given type.
The projectdoc Toolbox makes it easy to tag documents and render tabular reports.
Authors may also create reports that fetch multiple sections from existing documents to create a new document with sections from multiple documents (multi-transclusion).
Creating a report includes the following tasks:
- Tagging of projectdoc documents
- Using macros to specify queries to create reports
Resources
Information Material
The following list of resources provides background information on creating reports with the projectdoc Toolbox for Confluence.
Resource | Short Description | Type |
---|---|---|
A short introduction on compiling projectdoc documents in dynamic lists using constraints. | topic | |
Get started with the projectdoc Toolbox: learning by doing | topic | |
Concepts central to projectdoc. Things users have to understand to get the most out of using projectdoc. | topic | |
Finding without Searching | How to organize a wiki to increase the findability of information. | Blog Article |
Finding without Searching - applied! | How to use the projectdoc Toolbox to organize information in a Confluence wiki. | Blog Article |
Autolist macros allow to display a list of documents dependent on a set of properties. This screencast shows how to use the Display Table macro to select all documents tagged with a given keyword. | topic |
Macros
The following macros of the projectdoc Toolbox support creating reports.
Resource | Short Description | Categories |
---|---|---|
Renders a template with property references. | Display / Property | |
Lists references to projectdoc documents in a table. Allows to select document properties for columns. Also non-list representations are provided. | Display / Query | |
Lists references to projectdoc documents in a list. List contain names and optional short descriptions. | Display / Query | |
Display Template List | ||
Renders a section, if the body is not empty. Supports authors to create content, clutter-free rendering without empty sections. Allows to transclude the content. | Transclusion / Marker | |
Renders transcluded content fetched from documents of a result set. | Display / Query | |
Renders a predefined list of documents in a table. | Display / Property | |
Renders a predefined list of documents in a table . Documents are selected by a document property. Allows to select document properties for columns. Also non-list representations are provided. | Display / Query |