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= Using Frappe Wiki =


== 1. Installation ==
=== A. Frappe Cloud Installation ===
# Go to your '''Dashboard'''.
# Choose '''Go to Site''' or '''Go to Server'''.
'''If Site:'''
* Select the site.
* Go to '''Apps'''.
* Click '''Install App'''.
* Select '''Wiki'''.
'''If Server:'''
* Go to '''Application Server'''.
* Click '''Install App'''.
* Select '''Wiki'''.
=== B. Self-Hosted Installation ===
'''If Docker-based setup:'''
* Ensure persistence using '''drive volumes''' so changes are not lost after restart.
* Execute via terminal:
<syntaxhighlight lang="bash">
bench get-app https://github.com/frappe/wiki
bench --site sitename install-app wiki
</syntaxhighlight>
* Follow [https://github.com/frappe/wiki official instructions] for installation.
'''If VM setup:'''
* Access the command line.
* Run:
<syntaxhighlight lang="bash">
bench get-app https://github.com/frappe/wiki
bench --site sitename install-app wiki
</syntaxhighlight>
* Start your bench server:
<syntaxhighlight lang="bash">
bench start
</syntaxhighlight>
== 2. Creating and Editing Wiki Pages ==
=== Creating Markdown Versions of Documents ===
* Upload files to '''Google Drive'''.
* Download as '''Markdown (.md)'''.
* Alternatively, use '''ChatGPT Canvas mode''' to export to markdown.
* Edit <code>.md</code> files using any text editor.
=== Creating a Wiki Page ===
# Navigate to '''Wiki > Wiki Page'''.
# Click '''Add Wiki Page'''.
# Enter the '''Title''' and '''Route'''.
# (Optional) Uncheck '''Allow Guest''' if you want restricted access.
=== Creating from Website Interface ===
# Click your '''Profile Icon''' (top-right corner).
# Select '''View Website'''.
# Navigate to your wiki (e.g., <code>https://yourdomain.frappe.cloud/wiki/home</code>).
# Click '''Edit Sidebar''' to manage topics.
# Use the '''+ icon''' under each sidebar to add new pages.
== 3. Sorting and Organizing Wiki Pages ==
=== Using Wiki Space ===
# Go to '''Wiki Space'''.
# Select the '''Default Wiki'''.
# Under '''Wiki Space > Wiki''', organize the '''Parent Labels'''.
#* These will become sidebar sections.
# Add child pages under each parent label for collapsible sections.
You can also create multiple wiki spaces for different departments or teams (e.g., HR, Accounting, Projects).
== 4. Backup and Data Management ==
=== Backing Up Wiki Content ===
You can back up your wiki using '''Data Import''':
# Go to '''Data Import'''.
# Select '''Doctype: Wiki Page'''.
# Choose '''Update Entries'''.
# Click '''Download All Wiki Entries'''.
This creates a JSON/CSV export of all your Wiki pages for backup or version control.
== 5. Common Wiki Features ==
{| class="wikitable"
! Feature !! Description
|-
| '''Wiki Pages''' || Create and manage markdown-based documentation.
|-
| '''Wiki Space''' || Organize topics by category.
|-
| '''Wiki Feedback''' || Collect comments and feedback on pages.
|-
| '''Wiki Page Patches''' || Track edits or updates before publishing.
|-
| '''Wiki Settings''' || Configure permissions, visibility, and site links.
|-
| '''Wiki Page Revisions''' || View previous versions of each page.
|-
| '''Broken Links Report''' || Identify dead or missing links within the Wiki.
|}
== 6. Recommended Practices ==
* Use '''consistent titles and routes''' for better searchability.
* Always review '''Broken Links Report''' after restructuring.
* Maintain a '''single Wiki Space''' for each division (e.g., Accounting, HR, Projects).
* For collaborative editing, enable controlled publishing with '''Wiki Page Patches'''.
== 7. Troubleshooting ==
{| class="wikitable"
! Issue !! Possible Cause !! Solution
|-
| Wiki not appearing in navbar || Navbar link not configured || Go to Website Settings > Navbar > Add Wiki link
|-
| Edits not saving || No persistent volume (Docker) || Mount volume or reconfigure persistent storage
|-
| Missing sidebar || No parent label in Wiki Space || Add Parent Label under Wiki Space
|-
| Access denied || Guest access disabled || Enable '''Allow Guest''' if public access is required
|}
[[Category:ERPNext]]
[[Category:Wiki]]
[[Category:Documentation]]
[[Category:Comfac]]

Latest revision as of 07:25, 25 February 2026

Using Frappe Wiki

1. Installation

A. Frappe Cloud Installation

  1. Go to your Dashboard.
  2. Choose Go to Site or Go to Server.

If Site:

  • Select the site.
  • Go to Apps.
  • Click Install App.
  • Select Wiki.

If Server:

  • Go to Application Server.
  • Click Install App.
  • Select Wiki.

B. Self-Hosted Installation

If Docker-based setup:

  • Ensure persistence using drive volumes so changes are not lost after restart.
  • Execute via terminal:
bench get-app https://github.com/frappe/wiki
bench --site sitename install-app wiki

If VM setup:

  • Access the command line.
  • Run:
bench get-app https://github.com/frappe/wiki
bench --site sitename install-app wiki
  • Start your bench server:
bench start

2. Creating and Editing Wiki Pages

Creating Markdown Versions of Documents

  • Upload files to Google Drive.
  • Download as Markdown (.md).
  • Alternatively, use ChatGPT Canvas mode to export to markdown.
  • Edit .md files using any text editor.

Creating a Wiki Page

  1. Navigate to Wiki > Wiki Page.
  2. Click Add Wiki Page.
  3. Enter the Title and Route.
  4. (Optional) Uncheck Allow Guest if you want restricted access.

Creating from Website Interface

  1. Click your Profile Icon (top-right corner).
  2. Select View Website.
  3. Navigate to your wiki (e.g., https://yourdomain.frappe.cloud/wiki/home).
  4. Click Edit Sidebar to manage topics.
  5. Use the + icon under each sidebar to add new pages.

3. Sorting and Organizing Wiki Pages

Using Wiki Space

  1. Go to Wiki Space.
  2. Select the Default Wiki.
  3. Under Wiki Space > Wiki, organize the Parent Labels.
    • These will become sidebar sections.
  4. Add child pages under each parent label for collapsible sections.

You can also create multiple wiki spaces for different departments or teams (e.g., HR, Accounting, Projects).

4. Backup and Data Management

Backing Up Wiki Content

You can back up your wiki using Data Import:

  1. Go to Data Import.
  2. Select Doctype: Wiki Page.
  3. Choose Update Entries.
  4. Click Download All Wiki Entries.

This creates a JSON/CSV export of all your Wiki pages for backup or version control.

5. Common Wiki Features

Feature Description
Wiki Pages Create and manage markdown-based documentation.
Wiki Space Organize topics by category.
Wiki Feedback Collect comments and feedback on pages.
Wiki Page Patches Track edits or updates before publishing.
Wiki Settings Configure permissions, visibility, and site links.
Wiki Page Revisions View previous versions of each page.
Broken Links Report Identify dead or missing links within the Wiki.
  • Use consistent titles and routes for better searchability.
  • Always review Broken Links Report after restructuring.
  • Maintain a single Wiki Space for each division (e.g., Accounting, HR, Projects).
  • For collaborative editing, enable controlled publishing with Wiki Page Patches.

7. Troubleshooting

Issue Possible Cause Solution
Wiki not appearing in navbar Navbar link not configured Go to Website Settings > Navbar > Add Wiki link
Edits not saving No persistent volume (Docker) Mount volume or reconfigure persistent storage
Missing sidebar No parent label in Wiki Space Add Parent Label under Wiki Space
Access denied Guest access disabled Enable Allow Guest if public access is required