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The reference screen is a split screen view of two documents side-by-side. It can be used to help identify and elaborate on entities by showing a relevant document to refer to. Such an example would be to have multiple entities classes such as Scrum on a document and the reference document showing a relevant guideline, in this case a Scrum guideline, that helps the user quickly look up and understand the principle of Scrum.

Example

The following is an example configuration for reference screens:

Code Block
languagejson
{
    "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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Configuration Reference

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Key

...

Type

...

Description

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Reference Types

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ref_types

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Required

array

...

Array containing all individually defined ref_type objects.

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Reference Type Object

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ref_type

...

Required

string

...

Unique reference type name used internally

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icon

...

Required

string

...

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

...

Title to be displayed above reference item and as alt-text to icon in Search page

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ref_item_title

...

string

...

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

...

string

...

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.

...

available

...

string

...

Optional dynamic field value based on item. Interpreted as Jinja2 template.
Value interpretation:

  • true - reference item are accessible and Icon on search page is active

  • false - reference item are not present and Icon on search page is disabled

  • null or other value - unknown state, Icon stays active on search page - same as if available field 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

...

ref_item_title

...

string

...

Reference item specific (overrides title) to be displayed above reference item. Interpreted as Jinja2 template.

See: Accessible variables and functions.

...

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

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item - the currently viewed item

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ref_item - the referenced item

fields available in item and ref_item:

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item.created_at

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item.external_id

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item.id

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item.keywords

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item.language

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item.link

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item.title

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This page can now be found at Reference Screen on the Squirro Docs site.