A wiki is a collection of documents that multiple users can edit. Wiki pages can include static text and image content, as well as embed live data and reports using queries, visualizations, scripts, etc. Wiki pages can be written using plain text, Wiki syntax, HTML, or Markdown.
Once the first wiki web part has been created by an administrator:
- Users with update permissions ("Editor" or higher) can perform all the actions described in this topic.
- Users with insert but not update permissions ("Submitter/Author") can create new pages.
Learn about how administrators
create the first wiki, display wikis in one or more web parts, and manage other aspects in this topic: Wiki Admin Guide
When viewing a wiki web part, the menu is accessed using the
(triangle) menu in the upper right.
When viewing a wiki page directly, such as after you click on the title of the web part, you will see links in the header.
- Edit: Edit the page.
- New: Create a new wiki page.
- Manage: Change page order and other metadata.
- History: View past revisions of this page, compare them, and revert if necessary.
- Print: Render the wiki in the browser as a printable page. This view can also be generated by appending "_print=1" to the page URL.
- Print Branch: This option is shown only if the page has "child" pages, and will print the parent and all children (in display order) in one printable browser window.
Edit a Wiki Page
To open a quick editor on the wiki shown in a web part, click the pencil icon next to the title. To open the full wiki editor, click Advanced Editor
. To directly open the full wiki editor, click Edit
from the wiki menu
- Name: Required. The page name must be unique within the folder. The URL address for a wiki page includes the page name.
- Title: The page Title is shown in the title bar above the wiki page, and web part frame, if shown.
- Index: Uncheck if the content on this page should not be searchable.
- Parent: The page under which your page should be categorized, if any. Pages without parents are all shown at the top level of the table of contents.
- Body: This section contains the main text of your new wiki page. The sidebar specifies the format to use; this can be changed using the Convert to... button above the panel.
- Files: You can add and delete files and attachments from within the wiki editor.
The buttons above the editor panel are largely self-explanatory:
- Save & Close: Saves the current content, closes the editor and renders the edited page.
- Save: Saves the content of the editor, but does not close the editor.
- Cancel: Cancels out of the editor and does not save changes. You return to the state of the page before you entered the editor.
- Delete Page: Delete the page you are editing. You must confirm the deletion in a pop-up window before it is finalized. If the page has any children, you can check the box "Delete an Entire Tree/Node of Wiki Pages" to delete all the child pages simultaneously.
- Show/Hide Page Tree: Toggle the visibility of the table of contents within the editor, which can be helpful when linking wikis. This has no effect on the visibility of the table of contents outside of the editor. Use the / icons to expand and collapse nodes in the page tree.
Changing Wiki Format Types
The Convert To...
button opens a pulldown menu which allows you to change how the wiki page is defined and rendered. Options:
- Plain text: Simply enter the text you want to display. A recognizable link (that is, one that begins with http://, https://, ftp://, or mailto://) will be rendered as an active link.
- Wiki page: Use special wiki markup syntax to format the text you want to display. See also: Wiki Syntax.
- HTML: Enter HTML markup on the "Source" tab in the body of the wiki editor to format your text and page layout. The "Visual" input tab allows you to define a page in a WYSIWYG way, though more options and control are possible when directly entering HTML source. When a page contains elements that are not supported by the visual editor, you will be warned before switching from the "Source" to "Visual" tab that such elements would be removed if you did so.
- Markdown: Enter text using Markdown formatting syntax to control how it is displayed. The markdown gets translated on the fly into HTML. See also: Markdown Syntax.
Please note that your content is not automatically converted when you switch between rendering methods. It is usually wise to copy your content elsewhere as a backup before switching between rendering modes, particularly when using advanced layouts.
Using File Attachments in Wikis
Below the body in the wiki editor, the Files
section enables attaching images, downloadable files, and other content to your page.
- Add Files: Click "Attach a file", then "Browse or Choose File" to locate the file you wish to attach. Within the popup, select the file and click "Open." The file will be attached when you save the page. Two files uploaded to the same page cannot have the same name. To replace an attachment, delete the old attachment before adding a new one of the same name.
- Delete Files: Click Delete next to any attached file to delete it from the page.
- Show Attached Files: If you check this box, the names of the files are rendered at the bottom of the displayed page. This can be useful when attachments should be downloaded, but unnecessary when the attachments are images displayed within the text. Learn more later in this topic.
Add Images to Wikis
To add images to a wiki-language page, first add the image as an attachment, then refer to it in the body of the wiki page:
- Wiki syntax: [FILENAME.PNG].
- HTML source editor: <img src="FILENAME.PNG"/>
- HTML visual editor: Place the cursor where you want the image, click the "Insert/edit Image" icon and enter "FILENAME.PNG" as the "Image URL". Note that the visual editor panel does not display your image, but you can see "img" in the Path shown at the bottom of the panel when your cursor is on the location of the image.
Embed Data or Other Content in a Wiki
Learn more about embedding content in this topic: Embed Live Content in HTML Pages or Messages
Only admins and users with the "Platform Developer" role
Manage a Wiki Page
to configure elements of the wiki page other than the contents, such as name and parent. You also use this option to change the "Sibling Order" of pages, meaning the order in which they are displayed on the table of contents. You can change the ordering of any pages in sibling list shown, not only the one you started managing. Changing the parent page will automatically refresh the list of siblings and let you reorder them.
In the following example, clicking Move Up
, then Save
would mean that the "Second Page" was listed before the "Third Page" in the table of contents.
You can also change wiki editor elements on the "Manage" page, such as the page name or title, parent page, and whether to index it. You can also delete the wiki page here. However, note that you would be deleting the page that you are managing, not
the page that's selected in the "Sibling Order" box. The name of the page that you're deleting will be shown on the delete confirmation page.
Delete an Entire Tree/Node of Wiki Pages
When you delete a wiki page that is the parent of one or more other pages, you have the option of simultaneously deleting all the children (and subchildren if such exist). From the parent page, click Manage
, then Delete
. Check the box to "Delete Entire Wiki Subtree."
Wiki Table of Contents
The web part Wiki Table of Contents
lists all pages in the folder to help you navigate among them. The page you are viewing will appear in bold italics (for this page, Wiki User Guide
). Click on any page to open it.
- / icons: Expand or collapse parent/child nodes within the wiki.
- Expand/Collapse All: Use these links to expand or collapse all nodes in the wiki.
- Previous/Next: Use these links to page through the wiki.
(triangle) menu in the header of the Pages
wiki table of contents web part contains these options:
- New: Create a new wiki page. Remember to select the page order and parent as appropriate.
- Copy: Administrator only. Copy the entire wiki (all wiki pages) to another container. See also : Wiki Admin Guide
- Print All: Print all wiki pages in the current folder. Note that all pages are concatenated into one continuous document.
Show/Hide Attachement List
The list of files and images can be shown at the bottom of a wiki page, or hidden by using the Show attached files
checkbox within the editor. When attachments are shown, they will be listed at the bottom with a divider like this:
If you are writing an HTML format wiki and wish to hide the "Attached Files" line border, include this styling in your page source:
To hide the dividers on all pages, you can include this same css in your project or site wide style sheet