From b38c82a701b74e33849b7751deab9040ded209c7 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Thu, 23 Apr 2026 14:09:43 -0700 Subject: [PATCH 1/6] Edited: Managing your organization --- .../configuration/managing-your-organization.qmd | 15 +++++++++++---- 1 file changed, 11 insertions(+), 4 deletions(-) diff --git a/site/guide/configuration/managing-your-organization.qmd b/site/guide/configuration/managing-your-organization.qmd index 2c23a62024..0df348129c 100644 --- a/site/guide/configuration/managing-your-organization.qmd +++ b/site/guide/configuration/managing-your-organization.qmd @@ -70,11 +70,16 @@ By default, the [{{< fa hand >}} Customer Admin]{.bubble} role has these permiss ### Tracked changes +::: {.callout-important} +Enabling tracked changes by default for your organization will disable content draft generation with AI.[^5] + +::: + 1. In the left sidebar, click **{{< fa gear >}} Settings**. 2. Under {{< fa building >}} Organization, select **Organization**. -3. Under Document Defaults, toggle whether you would like to **Enable Track Changes by default**[^5] for all content blocks within documents for your current active organization. +3. Under Document Defaults, toggle whether you would like to **Enable Track Changes by default**[^6] for all content blocks within documents for your current active organization. ### Numbered table and figure captions @@ -82,7 +87,7 @@ By default, the [{{< fa hand >}} Customer Admin]{.bubble} role has these permiss 2. Under {{< fa building >}} Organization, select **Organization**. -3. Under Document Defaults, toggle whether you would like to **Enable numbered table and figure captions** for test results inserted within documents[^6] for your current active organization. +3. Under Document Defaults, toggle whether you would like to **Enable numbered table and figure captions** for test results inserted within documents[^7] for your current active organization. ::: @@ -106,6 +111,8 @@ By default, the [{{< fa hand >}} Customer Admin]{.bubble} role has these permiss [^4]: [Manage permissions](/guide/configuration/manage-permissions.qmd) -[^5]: [Collaborate with others](/guide/model-documentation/collaborate-with-others.qmd#tracking-changes) +[^5]: [Work with content blocks](/guide/model-documentation/work-with-content-blocks.qmd#generate-content) + +[^6]: [Collaborate with others](/guide/model-documentation/collaborate-with-others.qmd#tracking-changes) -[^6]: [Work with test results](/guide/model-documentation/work-with-test-results.qmd) +[^7]: [Work with test results](/guide/model-documentation/work-with-test-results.qmd) From 8d4b140fcb0ad5a8fddb02022719b29e5f1b41a6 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Thu, 23 Apr 2026 14:15:54 -0700 Subject: [PATCH 2/6] Edited: Work with content blocks --- .../work-with-content-blocks.qmd | 26 +++++++++++-------- 1 file changed, 15 insertions(+), 11 deletions(-) diff --git a/site/guide/model-documentation/work-with-content-blocks.qmd b/site/guide/model-documentation/work-with-content-blocks.qmd index 66f4d51f8c..29b761d7af 100644 --- a/site/guide/model-documentation/work-with-content-blocks.qmd +++ b/site/guide/model-documentation/work-with-content-blocks.qmd @@ -110,8 +110,10 @@ While editing a simple text block within documents, you can insert math equation While editing a simple text block within documents, you can have {{< var vm.product >}} assist you with generating content drafts. -::: {.callout title="Have you logged your tests?"} -Generating content drafts works best after you've logged tests with the {{< var validmind.developer >}},[^12] as existing test descriptions and results provide more context for the {{< var vm.product >}} AI Content Builder to draw upon. +::: {.callout title="How can generate content drafts with AI?"} +- To use the generate content drafts with AI feature, your organization must not have tracked changes enabled by default.[^12] +- Generating content drafts works best after you've logged tests with the {{< var validmind.developer >}},[^13] as existing test descriptions and results provide more context for the {{< var vm.product >}} AI Content Builder to draw upon. + ::: To generate content drafts: @@ -119,7 +121,7 @@ To generate content drafts: {{< include content_blocks/_generate-with-ai.qmd >}} -When generating content drafts with AI, accepted versions and edits are retained in your {{< fa wifi >}} Model Activity[^13] just like other updates to your documents. +When generating content drafts with AI, accepted versions and edits are retained in your {{< fa wifi >}} Model Activity[^14] just like other updates to your documents.
@@ -149,11 +151,11 @@ Test-driven or metric over time blocks can be re-added later on but **text block 1. In the left sidebar, click **{{< fa cubes >}} Inventory**. -2. Select a model or find your model by applying a filter or searching for it.[^14] +2. Select a model or find your model by applying a filter or searching for it.[^15] -3. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** tab.[^15] +3. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** tab.[^16] -4. Click on the document file you want to remove a block from.[^16] +4. Click on the document file you want to remove a block from.[^17] 5. Click on a section header to expand that section and remove content. @@ -188,12 +190,14 @@ Test-driven or metric over time blocks can be re-added later on but **text block [^11]: [Collaborate with others](/guide/model-documentation/collaborate-with-others.qmd) -[^12]: [Run tests and test suites](/developer/how-to/testing-overview.qmd) +[^12]: [Managing your organization](/guide/configuration/managing-your-organization.qmd#manage-document-defaults) + +[^13]: [Run tests and test suites](/developer/how-to/testing-overview.qmd) -[^13]: [View model activity](/guide/model-inventory/view-model-activity.qmd) +[^14]: [View model activity](/guide/model-inventory/view-model-activity.qmd) -[^14]: [Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models) +[^15]: [Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models) -[^15]: [Work with document versions](/guide/model-documentation/work-with-document-versions.qmd) +[^16]: [Work with document versions](/guide/model-documentation/work-with-document-versions.qmd) -[^16]: [Working with model documents](/guide/templates/working-with-model-documents.qmd) \ No newline at end of file +[^17]: [Working with model documents](/guide/templates/working-with-model-documents.qmd) \ No newline at end of file From 0b204035ac74ed3a648eafb17373eca889f29a0d Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 24 Apr 2026 09:01:43 -0700 Subject: [PATCH 3/6] Edit 1 --- site/guide/configuration/managing-your-organization.qmd | 7 +++++-- 1 file changed, 5 insertions(+), 2 deletions(-) diff --git a/site/guide/configuration/managing-your-organization.qmd b/site/guide/configuration/managing-your-organization.qmd index 0df348129c..a89d6ceaa4 100644 --- a/site/guide/configuration/managing-your-organization.qmd +++ b/site/guide/configuration/managing-your-organization.qmd @@ -71,7 +71,10 @@ By default, the [{{< fa hand >}} Customer Admin]{.bubble} role has these permiss ### Tracked changes ::: {.callout-important} -Enabling tracked changes by default for your organization will disable content draft generation with AI.[^5] +Enabling tracked changes by default for your organization will disable the following within simple text blocks:[^5] + +- The ability to reference field values in the form of variables +- Content draft generation with AI ::: @@ -111,7 +114,7 @@ Enabling tracked changes by default for your organization will disable content d [^4]: [Manage permissions](/guide/configuration/manage-permissions.qmd) -[^5]: [Work with content blocks](/guide/model-documentation/work-with-content-blocks.qmd#generate-content) +[^5]: [Work with content blocks](/guide/model-documentation/work-with-content-blocks.qmd#add-content-blocks) [^6]: [Collaborate with others](/guide/model-documentation/collaborate-with-others.qmd#tracking-changes) From 78cd29dbfde575fbd4e23cb90e598c52bc8fa4a2 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 24 Apr 2026 09:09:00 -0700 Subject: [PATCH 4/6] Edit 2 --- .../work-with-content-blocks.qmd | 30 ++++++++++++------- 1 file changed, 19 insertions(+), 11 deletions(-) diff --git a/site/guide/model-documentation/work-with-content-blocks.qmd b/site/guide/model-documentation/work-with-content-blocks.qmd index 29b761d7af..01dfdafad9 100644 --- a/site/guide/model-documentation/work-with-content-blocks.qmd +++ b/site/guide/model-documentation/work-with-content-blocks.qmd @@ -96,6 +96,12 @@ Use {{< var vm.product >}} to assist you with generating content via AI!^[[Gener While editing a simple text block within documents, you can reference values in the form of variables from: +::: {.callout} +- To reference field values in the form of variables, your organization must not have tracked changes enabled by default.[^12] +- Note that while you are able to select fields with empty values within available model inventory or artifact type fields, no value will be displayed in the content block until the field is populated. + +::: + {{< include content_blocks/_reference-field-values.qmd >}} ### Insert mathematical formulas @@ -111,8 +117,8 @@ While editing a simple text block within documents, you can insert math equation While editing a simple text block within documents, you can have {{< var vm.product >}} assist you with generating content drafts. ::: {.callout title="How can generate content drafts with AI?"} -- To use the generate content drafts with AI feature, your organization must not have tracked changes enabled by default.[^12] -- Generating content drafts works best after you've logged tests with the {{< var validmind.developer >}},[^13] as existing test descriptions and results provide more context for the {{< var vm.product >}} AI Content Builder to draw upon. +- To use the generate content drafts with AI feature, your organization must not have tracked changes enabled by default.[^13] +- Generating content drafts works best after you've logged tests with the {{< var validmind.developer >}},[^14] as existing test descriptions and results provide more context for the {{< var vm.product >}} AI Content Builder to draw upon. ::: @@ -121,7 +127,7 @@ To generate content drafts: {{< include content_blocks/_generate-with-ai.qmd >}} -When generating content drafts with AI, accepted versions and edits are retained in your {{< fa wifi >}} Model Activity[^14] just like other updates to your documents. +When generating content drafts with AI, accepted versions and edits are retained in your {{< fa wifi >}} Model Activity[^15] just like other updates to your documents.
@@ -151,11 +157,11 @@ Test-driven or metric over time blocks can be re-added later on but **text block 1. In the left sidebar, click **{{< fa cubes >}} Inventory**. -2. Select a model or find your model by applying a filter or searching for it.[^15] +2. Select a model or find your model by applying a filter or searching for it.[^16] -3. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** tab.[^16] +3. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** tab.[^17] -4. Click on the document file you want to remove a block from.[^17] +4. Click on the document file you want to remove a block from.[^18] 5. Click on a section header to expand that section and remove content. @@ -192,12 +198,14 @@ Test-driven or metric over time blocks can be re-added later on but **text block [^12]: [Managing your organization](/guide/configuration/managing-your-organization.qmd#manage-document-defaults) -[^13]: [Run tests and test suites](/developer/how-to/testing-overview.qmd) +[^13]: [Managing your organization](/guide/configuration/managing-your-organization.qmd#manage-document-defaults) + +[^14]: [Run tests and test suites](/developer/how-to/testing-overview.qmd) -[^14]: [View model activity](/guide/model-inventory/view-model-activity.qmd) +[^15]: [View model activity](/guide/model-inventory/view-model-activity.qmd) -[^15]: [Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models) +[^16]: [Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models) -[^16]: [Work with document versions](/guide/model-documentation/work-with-document-versions.qmd) +[^17]: [Work with document versions](/guide/model-documentation/work-with-document-versions.qmd) -[^17]: [Working with model documents](/guide/templates/working-with-model-documents.qmd) \ No newline at end of file +[^18]: [Working with model documents](/guide/templates/working-with-model-documents.qmd) \ No newline at end of file From c47f8e3eb21d17544e3a2e32875ed333a76f9d41 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 24 Apr 2026 09:12:07 -0700 Subject: [PATCH 5/6] Edit: Manage text block library --- site/guide/templates/_add-text-blocks.qmd | 14 ++++++++------ 1 file changed, 8 insertions(+), 6 deletions(-) diff --git a/site/guide/templates/_add-text-blocks.qmd b/site/guide/templates/_add-text-blocks.qmd index 7f73778c79..c51b6e8e1f 100644 --- a/site/guide/templates/_add-text-blocks.qmd +++ b/site/guide/templates/_add-text-blocks.qmd @@ -18,22 +18,24 @@ To create a new text block via the block library: - (Optional) A **[description]{.smallcaps}** for your text block - The templated **[content]{.smallcaps}** for your text block -::: {.panel-tabset} -### Reference field values + + + -### Insert mathematical formulas +#### Insert mathematical formulas While composing content for a library text block, you can insert math equations using the formula editor: {{< include /guide/model-documentation/content_blocks/_insert-mathematical-formulas.qmd >}} - -::: + 4. Select a **[sharing]{.smallcaps}** option: From d0e8b065a6e260282bbd2d31a3d057277a0b6644 Mon Sep 17 00:00:00 2001 From: Beck <164545837+validbeck@users.noreply.github.com> Date: Fri, 24 Apr 2026 09:39:51 -0700 Subject: [PATCH 6/6] Proofread --- .../content_blocks/_reference-field-values.qmd | 5 ----- 1 file changed, 5 deletions(-) diff --git a/site/guide/model-documentation/content_blocks/_reference-field-values.qmd b/site/guide/model-documentation/content_blocks/_reference-field-values.qmd index c5af2218a5..f0cbe1c729 100644 --- a/site/guide/model-documentation/content_blocks/_reference-field-values.qmd +++ b/site/guide/model-documentation/content_blocks/_reference-field-values.qmd @@ -19,11 +19,6 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial --> - **[model]{.smallcaps}** — Model inventory field values by field group. - **[{artifact type}]{.smallcaps}** — Artifact field values grouped by artifact type, where `{artifact type}` represents the name of your artifact type. Only types of artifacts already logged on the associated model will appear in this selection. - ::: {.callout} - Note that while you are able to select fields with empty values within available model inventory or artifact type fields, no value will be displayed in the content block until the field is populated. - - ::: - 1. Click away from the content block to apply your changes, and confirm that the correct variable value is displayed in the content block as expected. ::::