The reference screen is a split screen view of two documents side-by-side that helps the user identify entities in one document and retrieve relevant information about that entity in a second (reference) document. For example, if a document is tagged with multiple entities one of which is “Scrum“, the reference screen can display a relevant guideline, in this case a Scrum guideline, that helps the user to quickly look up and understand the principle of Scrum.
Configuration
The reference screen is configured in the Project Configuration under the SETTINGS tab:
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The topic.references configuration takes a JSON dictionary as input (see example).
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Key
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Type
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Description
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Reference Types
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ref_types
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Required
array
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Array containing all individually defined ref_type objects.
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Reference Type Object
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ref_type
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Required
string
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Unique reference type name used internally
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icon
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Required
string
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Material icon name used in Search results page and alongside the title above reference item
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title
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Required
string
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Title to be displayed above reference item and as alt-text to icon in Search page
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ref_item_title
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string
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Only used if present and no subtypes are specified. Reference item specific (overrides title) to be displayed above reference item. Interpreted as Jinja2 template.
See: Accessible variables and functions.
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query
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string
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Required if no subtypes are specified. Squirro search query used to return reference items for particular item. Interpreted as Jinja2 template.
See: Accessible variables and functions.
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available
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string
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Optional dynamic field value based on item. Interpreted as Jinja2 template.
Value interpretation:
true- reference item are accessible and Icon on search page is activefalse- reference item are not present and Icon on search page is disablednullor other value - unknown state, Icon stays active on search page - same as ifavailablefield was not specified.
Accessible variables and functions: item.created_at, item.external_id, item.id, item.keywords, item.language, item.link, item.title
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Reference Subtypes
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subtypes
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array
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List of reference subtypes if any.
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Reference Subtype Object
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ref_type
...
Required
string
...
Unique reference type name used internally
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title
...
Required
string
...
Title to be displayed above reference item and as alt-text to icon in Search page
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ref_item_title
...
string
...
Reference item specific (overrides title) to be displayed above reference item. Interpreted as Jinja2 template.
See: Accessible variables and functions.
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query
...
Required
string
...
Squirro search query used to return reference items for particular item. Required if no subtypes are specified. Interpreted as Jinja2 template.
See: Accessible variables and functions.
Accessible variables and functions
item- the currently viewed itemref_item- the referenced itemfields available in
itemandref_item:item.created_atitem.external_iditem.iditem.keywordsitem.languageitem.linkitem.titlelang.get_name(item.language) -get a human readable language name based on ISO 639-1 code
Example
The following is an example configuration for reference screens:
| Code Block | ||
|---|---|---|
| ||
{
"ref_types": [
{
"icon": "lightbulb",
"ref_type": "reference2",
"subtypes": [
{
"query": "scrum",
"ref_type": "reference2.mentions",
"title": "Mentions"
},
{
"query": "scrum",
"ref_type": "reference2.mentions2",
"title": "More mentions"
}
],
"title": "Reference Documents"
},
{
"available": "true",
"icon": "translate",
"query": "scrum guide czech",
"ref_item_title": "\n{% if \"original\" in ref_item.keywords.translation %}\n Original in {{ lang.get_name(ref_item.language) }}\n {% else %}\n Translated from {{ lang.get_name(item.language) }} to {{ lang.get_name(ref_item.language) }}\n {% endif %}\n",
"ref_type": "translation",
"title": "Translation"
}
]
} |
The reference screen is accessed when clicking on the icon on a card that was defined in the reference configuration.
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Example of reference screen detail view:
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This page can now be found at Reference Screen on the Squirro Docs site.