Desk-Net integration

Desk-Net is a planning tool for publication processes. This feature, if set up properly, lets you easily connect your Desk-Net world to your Livingdocs universe. Here’s a few things you can do:

  • Create Livingdocs documents directly from Desk-Net.
  • Sync publication status between the two domains.
  • Exchange and sync any data that is relevant to your workflow.
  • View Desk-Net story planning lists in Livingdocs

Video Guide

We have a video on Vimeo explaining the necessary steps to configure Desk-Net through our UI.

Setup

Prerequisites

  • You should have a Desk-Net account and a set of valid API credentials to authorize Livingdocs to access the Desk-Net HTTP API.
  • You should be somewhat familiar with the Desk-Net data entities (Stories, Publications, Platforms and so on). A technical overview can be found here
  • You should know about the different Livingdocs configuration levels/methods, namely the project config and the content type config)
  • You should be familiar with how to set up custom metadata fields for your content types.
  • For local development, we strongly suggest you use:
    • some kind of http tunnel solution like ngrok. This is useful, when you want to redirect messages from Desk-Net to your local server.
    • a HTTP API client like Postman. Very handy to explore the Desk-Net API. Certain configuration settings also need you to provide Desk-Net entity ID’s, which are not easily (or not at all) accessible via the Desk-Net UI.

Basic configuration

1. Create a public API token for the project you want to connect with Desk-Net

  • In the project menu, select “Project Access”.
Menu Preview
  • Then select “Api Tokens”, enter a descriptive name and click “Create token”.

Api Token .

  • In the list of tokens, select “Show” for your newly created token, copy the token and temp-store it somewhere, we’re going to use it in a minute.

2. Register the token with Desk-Net

  • Log into your Desk-Net account
  • Go to “Publication Platforms”
  • Click “Edit” for the platform you want to connect with Livingdocs. Select the tab “Advanced Settings”.
  • Fill in the form “Data / export API”. Replace the domain part in the URL with your server domain. Under “API secret”, enter the Livingdocs Public API token we created in the last step.
Desk-Net form

3. Enable the Desk-Net feature

In your main server config, enable the desknet feature by simply adding the following:

{
  desknet: {
    enabled: true
  }
}

4. Connect a Livingdocs project to Desk-Net

Add the following to the project config of the project you want to connect with Desk-Net:

{
  desknet: {
    credentials: {

      // Desk-Net client ID
      clientId: '******',

      // Desk-Net client secret
      clientSecret: '********'
    },

    // This is the ID of the Desk-Net platform you're connecting with. The easiest way to get
    // this ID is to use an HTTP client like Postman and request the platforms of your Desk-Net account.
    // https://desk-net.com/api/v1_0_0/platforms/
    platformId: 6666666,

    // Desk-Net and Livingdocs have different concepts of what a publication is. In Desk-Net, a story can have
    // one of several freely configurable publication status. Which of those statuses actually means «published»
    // is completely arbitrary. In Livingdocs however, a document is either published or not. So whenever we try to
    // determine / sync the publication status of either of two entities, we have to define a way to translate between those two concepts.
    // Again, the ID's of those statuses are not obvious. https://desk-net.com/api/v1_0_0/publication-status/ should provide you
    // with the ID's needed.
    publicationStatus: {

      // This is the ID of the status, that in Desk-Net describes a published story.
      publishedStatus: 5,

      // This is the ID of the status, that Livingdocs should send to Desk-Net if a document gets unpublished.
      unpublishedStatus: 1,

      // Otional. If this key is set to true, the publication status is getting synced everytime
      // a change happens in either Livingdocs or Desk-Net. This
      // basically allows you to publish Livingdocs documents directly from Desk-Net. Whether that is desirable or
      // not depends on your workflow.
      sync: false
    },

    // With this setting, we can control what kind of document should get created, when Desk-Net reports a new story.
    contentTypes: {

      // The default content type.
      standard: 'regular',

      // Optional. These two settings can be used to describe a more sophisticated content type lookup.
      // By providing source path and a mapping object, we actually say this (see actual values):
      // If the Desk-Net element has a value at element.publication.type.name
      //    If this value is 'myType1', take content type 'page'
      //    Else If this value is 'myType2', take content type 'gallery'
      // Else take the standard content type
      source: 'publication.type.name',
      mapping: [
        {source: 'myType1', target: 'page'},
        {source: 'myType2', target: 'gallery'}
      ]
    }
  }
}

With all this in place, whenever we create a new story in Desk-Net that is assigned to the platform connected to Livingdocs, we’ll have a Livingdocs document created and linked with the Desk-Net element entity that represents the story.

Mapping Desk-Net values to Livingdocs document metadata

In many cases it is probably desirable to have a little more information about the connected Desk-Net entity on an article, than just merely the fact, that they’re somewhat related.

As an example, let’s say we want to achieve the following:

  • We want to display the planned publication date from Desk-Net in a datetime form field on the «Publish» screen in the Livingdocs Editor.
  • We want this field to be shown only for documents of content type 'regular'.
  • We want this field to update, whenever somebody changes the planned publication date in Desk-Net.
  • We don’t want this field to be editable in Livingdocs.
  • The technical label for this field on the metadata should be desknetPublicationDate and the actual label should read «Desk-Net – Planned publication»

Let’s do this, then!

1. Define a metadata plugin on the content type

Add the plugin to the settings of content type 'regular':

{
  handle: 'regular'
  metadata: [
    {
      handle: 'desknetPublicationDate',
      type: 'li-datetime',
      ui: {
        component: 'liMetaDatetimeForm',
        config: {
          readOnly: true,
          label: 'Desk-Net – Planned publication'
        }
      }
    }
  ]
}

As mentioned before, we won’t go further into how to set up metadata at this point, but you can read all about that here.

2. Set up a mapping that defines how to translate from Desk-Net to Livingdocs

Again to the settings of content type 'regular', add the following:

{
  handle: 'regular'
  desknet: {
    // A list of mapping objects. Each mapping object describes one metadata field.
    metadata: [
      {
        // Optional. If set to true, every time we change the publication status in Livingdocs, the update
        // broadcast to Desk-Net will include the source path associated to the target value. The inverse result of
        // the mapping, so to speak.
        sync: false,

        // The path to the value on the Desk-Net element
        source: 'publication.single.start.date',
        // The path to the Livingdocs metadata property
        target: 'metadata.desknetPublicationDate'
      }
    ]
  }
}

And we’re all set. From now on, whenever you create a new story on Desk-Net with a scheduled publication date or change the scheduled publication date on an existing story and the story at hand is assigned to a platform connected to Livingdocs, the metadata of the document will have an up-to-date property desknetPublicationDate with the date as value.

What are the available Desk-Net properties?

When determining mapping results we analyze an enriched version of the result of GetElement on the Desk-Net API.

The following prefetches are already in place:

Additionally, all elements have

  • a property publication which always points at the one connected to the platformId set up in the current project config.
  • a property publications[] which contains all publications, and at least one which is the same as the one at publication.

You can find a full example at the end of this document.

What are the available Livingdocs properties?

Everything in metadata. Nothing else. So whatever metadata plugins you have set up in your content type config, you can write to and read from them freely, as long as the data types correlate. If they don’t, you probably want to use a transform function.

Advanced mappings: Using transform functions

Introduction

In cases, where trivial source/target mappings simply don’t cut it, you can write and register custom transform functions to handle the data translation between the entities.

There are two kinds of transform functions:

  • Import functions handle incoming data from Desk-Net.
  • Export functions handle data that should get sent to Desk-Net.

Transform functions should always be asynchronous

The import and export procedures are actually quite similar: They translate data from one domain to the other. But in our case, there are two peculiarities, that you should take note off:

  • An an import function always gets resolved to a single corresponding metadata field. The return value must comply to the requirements of the related metadata plugin.
  • An export function should always return an object of (possibly nested) key/value pairs. It should only contain keys accepted by Desk-Net.

This means that your import functions only ever resolve to a single field, while export functions can aggregate and return multiple keys.

Registering and referencing transforms

Let’s do another example:

  • We want to display whether the Desk-Net story is also assigned to any platform with some occurrence of the word 'Print' in its name.
  • We want this field to be shown only for documents of content type 'regular'.
  • We want this field to be shown as a checkbox, so we’re looking for a boolean value.
  • We don’t want this field to be editable in Livingdocs.
  • The technical label for this field on the metadata should be hasPrint and the actual label should read «Desk-Net – Is planned for Print»

First, we have to write and register the transforms. As we have to register transforms before the server actually starts, but only after the application is properly up and running, we use a hook for that:

liServer.registerInitializedHook(async () => {

  const {
    registerTransform
  } = liServer.features.api('li-integrations-desknet-api')


  // Takes two arguments:
  // - A string identifier, we call that the handle.
  // - Your transform function.
  registerTransform(
    'readHasPrint',
    async (desknetApi, element, document) => {
      return element.publications
        .some(p =>
          p.platform &&
          typeof p.platform.name === 'string' &&
          p.platform.name.indexOf('Print') >= 0)
    }
  )
}

Now, we have to a) add a metadata plugin and b) a transform mapping to the settings of content type 'regular':

{
  handle: 'regular'
  metadata: [
    {
      handle: 'hasPrint',
      type: 'li-boolean',
      ui: {
        config: {
          readOnly: true,
          label: 'Desk-Net – Planned publication'
        }
      }
    }
  ],
  desknet: {
    // A list of mapping objects. Each mapping object describes one metadata field.
    metadataTransforms: [
      {
        // Optional. The function name, or handle, under which the transform was registered.
        importFunctionHandle: 'readHasPrint',

        // The function name, or handle, under which the transform was registered.
        exportFunctionHandle: null,

        // Mandatory if importFunctionHandle is provided.
        // The path to the Livingdocs metadata property the import transform will get resolved to.
        // The value at target will also be passed to any registered export function.
        target: 'metadata.hasPrint'
      }
    ]
  }
}

API

Import functions

async function myImportTransform (desknetApi, element, document): any
  • desknetApi – A set of helper functions to make requests to the Desk-Net API.
  • element – The Desk-Net element
  • document – Optional. The Livingdocs document. Only provided if it’s an update operation.

Export functions

async function myExportTransform (desknetApi, element, document): Object
  • desknetApi – A set of helper functions to make requests to the Desk-Net API.
  • value – The value of the metadata field at target (see config section above).
  • element – The Desk-Net element
  • document – The Livingdocs document.

registerTransform

function registerTransform (handle, transform): void
  • handle – String, a unique transform name.
  • transform – A transform function

unregisterTransform

function unregisterTransform (handle): void
  • handle – String, a unique transform name.

Desk-Net API

A set of helper functions to make authorized requests to the Desk-Net API.

Usage in transforms:

const myImportTransform = async (desknetApi, element, document) => {
  const elementStatus await desknetApi.getElementStatus(document.metadata.myCustomStatusField)
  // ...
}

Full Desk-Net element example

{
   "id": 1111111111111,
   "version": 1,
   "elementStatus": {
      "id": 4,
      "name": "No Status"
   },
   "title": "Hallo Test 2",
   "groups": [
      33333333
   ],
   "publications": [
      {
         "id": 222222222,
         "version": 0,
         "status": {
            "id": 4,
            "name": "Top story"
         },
         "category": {
            "id": 5555555,
            "version": 0,
            "name": "TestUnterkategorie",
            "platform": 6666666,
            "category": 7777777,
            "position": 1
         },
         "single": {
            "start": {
               "date": "2019-09-09"
            }
         },
         "platform": {
            "id": 6666666,
            "version": 48,
            "name": "Livingdocs",
            "position": 2,
            "weeklySchedule": {
               "mon": true,
               "tue": true,
               "wed": true,
               "thu": true,
               "fri": true,
               "sat": true,
               "sun": true
            }
         }
      }
   ],
   "url": "https://desk-net.com/mySchedulePage.htm?fragment=de1111111111111",
   "modificationDate": "2019-09-09T08:19:27Z",
   "publication": {
      "id": 222222222,
      "version": 0,
      "status": {
         "id": 4,
         "name": "Top story"
      },
      "category": {
         "id": 5555555,
         "version": 0,
         "name": "TestUnterkategorie",
         "platform": 6666666,
         "category": 7777777,
         "position": 1
      },
      "single": {
         "start": {
            "date": "2019-09-09"
         }
      },
      "platform": {
         "id": 6666666,
         "version": 48,
         "name": "Livingdocs",
         "position": 2,
         "weeklySchedule": {
            "mon": true,
            "tue": true,
            "wed": true,
            "thu": true,
            "fri": true,
            "sat": true,
            "sun": true
         }
      }
   }
}

Story Planning Schedule in Livingdocs

Added in: release-2022-05

An optional step is to enable the story planning side panel within the Livingdocs editor. This can be configured to only display for certain content types, for example pages to help with page management. This step can also be done without mapping Desk-Net values, but this will result in the side panel displaying document titles instead of document reference cards.

Setup

Project config

Extend the desknet object in your project config with the following:

{
  desknet: {
    scheduleEnabled: true,
  }
}

Content type config

Add the li-desknet-platforms metadata plugin to the content type that you would like the side panel enabled for:

{
  handle: 'page',
  documentType: 'page',
  // ...
  metadata: [
    {
      handle: 'desknet-platforms',
      type: 'li-desknet-platforms',
      ui: {
        label: 'Desk-Net Platforms',
        config: {
          placeholder: 'Select a Desk-Net platform or category'
        }
      }
    }
  ]
}

Adding a platform or category to a page

Once you have made the config changes above you should be able to see a disabled Desk-Net button in the editor toolbar when viewing a document of the configured content type. To enable the button you need to go to the metadata screen of the document and select any relevant platforms, categories, or subcategories. Articles within the selected tree branches will be displayed in the side panel.

Desk-Net Platforms metadata input

Using the side panel

At the moment the side panel is for information only. A user can change the date to see the scheduled articles in the configured platforms or categories. However, the ability to create teasers by dragging articles from the side panel will be added soon.

Desk-Net Schedule side panel in Livingdocs