nav-content

Welcome to the repository for the application help content for Dynamics NAV! Dynamics NAV is aimed at small and midsized businesses, and this repo gives you access to the source files that are used to build the application help that is shipped as part of the Help Server with Dynamics NAV. This repo enables you to take the Dynamics NAV help and customize it to suit your application. It also provides a way for you to actively contribute to the current Dynamics NAV content.

The content is available as markdown files (.md), where each file represents an article in the help. You can edit these markdown files, and then convert them to HTML files for application.

If you have any questions, please contact the Dynamics NAV User Assistance (UA) team at [email protected].

Getting Started

1. Fork this repo

   You cannot work directly in the nav-content repo, so the first thing you need to do is create a fork of the repo under your GitHub account. A fork basically is copy of this repo that lets you work freely on the content without affecting the nav-content repo. For more information, see [Fork a Repo] (https://help.github.com/articles/fork-a-repo/)

2. Install GitHub Desktop (optional) and clone your forked repo.

   GitHub Desktop makes is easy to work and collaborate with repos locally from your own desktop. For more information, see GitHub Desktop.

3. Get hold of your favorite MarkDown editor, and start making changes.

   The help content is stored in the articles folder of the repo. Articles use a syntax for formatting text called GitHub Flavored Markdown. To learn more about working with markdown, see Getting started with writing and formatting on GitHub.

4. Build the HTML files for the Dynamics NAV Help Server.

Building the HTML files from the markdown files

One way you can build the HTML files is by using DocFX, which is an open source tool for converting markdown files. This section provides some guidance on how you can use DocFX to publish HTML files that use the same style as Dynamics NAV content.

1. Install DocFX on your computer.

   For more information, see DocFx.

2. Specify the output folder in which to store the generated HTML files.

   By default the files will be saved in the folder c:/output. The output folder is set in the NAVdocfx.json file. If you want to change this folder, do the following:

   a. In the folder *[clone path]\nav-content\articles*, open the NAVdocfx.json file in your editor.
   b. Set the "dest:" parameter to your output folder, and save the changes.

3. Go to your desktop and open a command prompt.

4. Go to the docfx installation folder.

5. Run the following command:

   docfx "[clone path]\nav-content\articles\NAVdocfx.json"'
   

The files are generated as .html files and stored in the specified output.

Contributing to Dynamics NAV content

A benefit of GitHub is the ability for you to contribute to the core content that the Dynamics NAV UA team provides in the nav-content repo. For example, you might have a new article that you think would be beneficial or you might have a correction to an existing article. If you would like to contribute to the nav-content repo, you create what is called a pull request from your repo to the nav-content repo. The Dynamics NAV UA team will then review the request and include the changes as appropriate.

For example, to create a pull request to the nav-content repo by using GitHub Desktop, do the following:

1. Commit the changes to your repo that you want to include in the pull request.
2. Choose Sync to push the changes up to your repo on GitHub.
3. When the sync is completed, choose Pull Request, and then choose send Pull Request.

Markdown Best Practices

Properties and tags in articles

All topics should start with a YAML header with the title and author attributes as shown in the following example.

---
title: "How to: Change the Role Center"
author: MyGitHubAccount
---

Headings

Use # for headings.

Examples: # Heading 1, looks like:

Heading 1

## Heading 2, looks like:

Heading 2

### Heading 3, looks like:

Heading 3

Bulleted lists

Use - to create bullets, for example:

The following options are available:

- first option
- second option
- third option

Ordered lists

Use numbers for ordered lists. No space between the lines, we'll let the template take care of that.

1. In the **Search** box, enter **Payment Journal**, and then choose the related link.
2. In the **Payment Journal** window, on the first journal line, enter the relevant information about the payment entry.
3. To apply a single vendor ledger entry:
4. In the **Applies-to Doc. No.** field, choose the field to open the **Apply Vendor Entries** window.

Bold and italics syntax

Use **bold** and *italics*

Tables

• For tables in the body, use the markdown syntax.

| To   | See                       |
|------|---------------------------|
|<text>|<link>|
| | |
| | |

• For nested tables in ordered and unordered lists use HTML-syntax. Markdown does not support tables very well. If you use the markdown syntax the list will be broken, the table will align left and list will be renumbered.

Comment syntax

Useful for sections that are not ready and will not pass the build check.

<!-- Comments -->

Examples

<!-- [Managing Payables](payables-manage-payables.md)-->
<!-- This is a paragraph that spans more lines and I can just put the comment tag
at the beginning and end of it -->

Links

Ordinary link to a different topic in the same folder

These links have the format [link text](filename.md).

Example: [Managing Payables](payables-manage-payables.md)

Link to a topic in a subfolder of the source topic

These links have the format [link text](subfolder/filename.md).

For example, you want to link to payables-manage-payables.md from ui-work-general-journals.md, where the folder structure is as follows:

• articles
  • ui-work-general-journals.md
• ManagePayables
  • payables-manage-payables.md

Here is the link: [Manage Payables](ManagePayables/payables-manage-payables.md)

Link to a topic in a different folder than source topic

These links have the format [link text](../folder/filename.md).

For example, you want to link to payables-manage-payables.md from receivables-manage-receivables.md, where the folder structure is as follows:

• articles
  • ManageReceivables
    • receivables-manage-receivables.md
  • ui-work-general-journals.md
  • ManagePayables
    • payables-manage-payables.md

Here is the link: [Manage Payables](../ManagePayables/payables-manage-payables.md)

Link to a place in the same article

From within an article, you can create a link to a specific heading in the same article. You can create the link like other links except with the following format:

[link text](#target-heading)

target-heading is the text of the heading that you want to link to, except it is all lowercase and spaces between words are replaced with hyphens. For example, here is the link: [How Autoscaling Works](#how-autoscaling-works)

To the heading: ## How Autoscaling Works

Link to a place in a different article

From an article, you can create a link to a specific heading in another article. You can create the link like other links except with the following format:

[link text](targetarticlename#target-heading)

targetarticlename is the file name of the article, including the .md file type. target-heading is the text of the heading that you want to link to, except it is all lowercase and spaces between words are replaced with hyphens.

For example, to link to the heading "How Autoscaling Works" in the article Autoscaling.md", add the following code: [link text](Autoscaling.md#how-autoscaling-works)

Link to MSDN

Omit the brackets with the NAV version info. Markdown mistakes that bracket for its own link indication. Example:
MSDN URL: https://msdn.microsoft.com/en-us/library/hh173988(v=nav.80).aspx
Entered in markdown: https://msdn.microsoft.com/en-us/library/hh173988.aspx

Line breaks (soft return)

In the editor, add two blank spaces at the end of the sentence and hit return. This is used in the See Also list. (See Also must be heading 2.)

Continue steps after a non-step para

Enter four spaces in front of the non-step para. Otherwise, the non-step para will restart the step sequence.

TOC

This repo contains two TOC files. One is in MarkDown format and the other is in XML format. For the Dynamics NAV Help Server, you must use the XML file. For more information, see Microsoft Dynamics NAV Help Server.

Standard Phrases

All fields in Dynamics NAV have tooltips. Therefore, do not document fields in Help. To refer readers to the tooltips, use this standard phrase where relevant:
"Choose a field to read a short description of the field or link to more information."

File naming

Rules

• No spaces or punctuation characters. Use hyphens to separate the words in the file name.
• Use all lowercase letters
• No more than 80 characters
• Use action verbs that are specific such as develop, buy, build, troubleshoot. No -ing words.
• No small words - don't include a, and, the, in, or, etc.
• Country-specific article file names are prefixed with the country code. Example: "ca-" for Canada.
• All files must be in markdown and use the .md file extension.

Examples

Topic title	Naming
How to: Select a Company	ui-how-select-company.md
Enter Criteria in Filters	ui-enter-criteria-filters.md
Troubleshooting: Record Locked by Another User	ui-troubleshoot-record-locked-another-user.md
Changing Role Center	ui-change-role-center.md
Set Up Currencies	finance-setup-currencies.md
How to: Set Up Purchasers	purchases-how-setup-purchasers.md
Understanding Session Timeouts	admin-understand-session-timeouts.md
Manage Data Encryption	admin-manage-data-encryption.md
How to: Work With GIFI Codes in Canada	ca-finance-work-GiFI-codes.md

Naming consists of the following elements: <country prefix>-<category prefix>-<topic title>.<extension>

Country-specific content

To simplify content localization and translation, country-specific articles live in the same folder /articles as the articles for the generic product. We distinguish country-specific article file names by a country prefix.

To give readers the impression that the content library is truly country-specific, while maintaining the simple file structure, we integrate country-specific articles in a subtle way by following these guidelines:

• Prefix article file names with the country code. Example: ca- for Canada.
• End article titles with in <country>. Example: "How to: Work With GIFI Codes in Canada".
• Link to country-specific content from generic content whenever relevant. The more you link to and from country-specific content, the more integrated it will feel. As for all other links, the link name must be the same as the title of the target article.
• In navigation tables; the To/See tables in top-level topics, create rows for country-specific references at the bottom of the table. Prefix the text in the To column with <country>: Example: "Canada: How to: Work With GIFI Codes in Canada".
• Do not create TOC entries for country-specific content. TOC entries will make the content library appear less country-specific.

Code of Conduct

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact [email protected] with any additional questions or comments.