Here are the list of required fields and steps to create/update an article record in the CRM to a clients website.
Article Record
- In the Article Information block:
- Author ID field – holds the user ID of the user on the clients website that will be attributed as the author for the article.
- In the Related Records block:
- Website field – holds the relationshop to the CRM Website record this artilce is for.
- In the Copy / Content block:
- Article Title field – Holds the title for the article.
- Article – Holds the article content.
- In the API Information block:
- Record ID – If this field is empty then a new article will be created on the website. if this field has a value in it then an update to an existing post record on the website will be performed.
- Article Format – Should be set to one of the following:
- markdown – Select if the content in the Article record has been generated using markdown. The API will attempt to convert the markdown to valid html markup language on the website.
- standard – Select if the content in the Article record is plain text with no markup/markdown language.
- aside – Currently not used
- chat – Currently not used
- gallery – Currently not used
- link – Currently not used
- image – Currently not used
- quote – Currently not used
- status – Currently not used
- video – Currently not used
- audio – Currently not used
- Article Type – Should be set to one fo the following:
- Post – Select if this is for the sandard WordPress post type.
- customPost – Select if this is for a custom post type
- Custom Post Type – If you have selected customPost is the Article Type then you must enter the name of the custom post in this field otherwise you can leave this field blank.
Website Record
- In the Website Information block:
- Live Site URL – This should hold the complete url of the websites primary domain.
- In the APi Information block:
- Website API User – Holds the user name for the clients website that has API access. Typically this will be the username ocgdev. This user needs to exist as a WordPress admin user on the clients website.
- Website API User Key – Holds the user api key that will allow us to access the website API. This key needs to be initially created on the users account for the clients website and copied to this field.
Creating/Updating the CRM Article to the Website
With the above fields correctly setup you will run the workflow by selecting the ‘Start Process’ button at the top of the article page and select the workflow ‘Post Article to Website’. Notifications will let you know if was successful or if there were errors. For all errors read the message carefully to see if the error was created due to inaccurate or missing required parameters (the fields listed above). Reach out to technical support if the error is not readily identifabile and remedied.