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uakinci
Inspiring
December 25, 2018
Answered

RH 2019 does not synch from source Word file to the Project file

  • December 25, 2018
  • 19 replies
  • 1505 views

When (in a RH2019 project) I edit a LINKED Word file in the source and then go back to RoboHelp 2019 and try to "update" the file by synching from Source to Project, it does not update. It updates neither the TITLE nor the CONTENT of the Word file. Is this a reported bug? What should I do for proper synching ? Thanks, Ugur

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Correct answer Peter Grainge

AMENDED RESPONSE 18 Dec 2020

 

  • Link to File is the first step in linking Word documents. At this point the document will show a green arrow.
  • Having created the link to the document, you then use Create/Update to create the topics.
  • Later when the linked document is amended the arrow will be red and you need to decide whether you want to update the project or leave it as it is.
  • If you want to update the topics with the changes that have been made in Word, click Sync>Source to Project so that the arrow changes to green, then click Create>Update.
  • The Sync options are otherwise for linked files that can be modified in RoboHelp and that would include images as you can set up a third party app to modify what is in RoboHelp. Any changed image(s) that are linked can then be copied back to source.
    As you cannot edit Word documents in RoboHelp, Sync>Project to Source should not be used. You change the topic(s) but next time you Create/Update those changes will be lost. It is not intended that you edit such topics.

 

By all means go ahead with requesting an option to Create/Update all documents in one operation. I see the sense in that. 

________________________________________________________
See www.grainge.org for free Authoring and RoboHelp Information

19 replies

Peter Grainge
Community Expert
Community Expert
December 17, 2020

Please follow this link to request features. https://tracker.adobe.com

 

Post the link to your feature request in this thread and others can vote for it. The more people who do so, the higher it gets prioritised.

________________________________________________________
See www.grainge.org for free Authoring and RoboHelp Information

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Peter Grainge
Community Expert
Peter GraingeCommunity ExpertCorrect answer
Community Expert
December 17, 2020

AMENDED RESPONSE 18 Dec 2020

 

  • Link to File is the first step in linking Word documents. At this point the document will show a green arrow.
  • Having created the link to the document, you then use Create/Update to create the topics.
  • Later when the linked document is amended the arrow will be red and you need to decide whether you want to update the project or leave it as it is.
  • If you want to update the topics with the changes that have been made in Word, click Sync>Source to Project so that the arrow changes to green, then click Create>Update.
  • The Sync options are otherwise for linked files that can be modified in RoboHelp and that would include images as you can set up a third party app to modify what is in RoboHelp. Any changed image(s) that are linked can then be copied back to source.
    As you cannot edit Word documents in RoboHelp, Sync>Project to Source should not be used. You change the topic(s) but next time you Create/Update those changes will be lost. It is not intended that you edit such topics.

 

By all means go ahead with requesting an option to Create/Update all documents in one operation. I see the sense in that. 

________________________________________________________
See www.grainge.org for free Authoring and RoboHelp Information

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Inspiring
December 16, 2020

I have confirmed that the Word Documents > Update All option (when clicking on folder in content tree) indeed performs the appropriate HTML updates and syncs (red to green) all copied word documents. Thank you!

Peter Grainge
Community Expert
Community Expert
December 16, 2020

Pending Adobe confirming what I have said before, I can only reiterate that the Sync options are not applicable to Word linking. Assuming Adobe do confirm what they told me before, I have suggested that the Sync options are disabled for Word documents to avoid this confusion.

 

To access Create/Update you have to click on a Word document and it is only that document that will create or update the topics, "all" refers to all topics from that single document. You will have to repeat that for all the documents at the moment.

 

To change the workflow to update all Word documents in the project you will need to submit a feature request but please hold off until I hear back from Adobe.

________________________________________________________
See www.grainge.org for free Authoring and RoboHelp Information

 

 

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Inspiring
December 16, 2020

Okay - I have now created two test files outside of the project directory (in a desktop "Test" folder), and used the Contents pane right-click Link > Folder to copy them into the project contents, then used right click on copy file Create/Update topics. Noticed that a duplicate folder was created in the Project folder, and in that folder were the two "copy" word documents, along with the HTML for the created topics. After editing the docs in the original location, the "sync" indicator turned red next to each "copy" word document, and a Create/Update did the appropriate content updates and reverted the indicator to Green. All good... 

 

At this point - after making changes to both documents in the Source folder, is there a way to update ALL topics simultaneously? I see multiple options that look like potential solutions.

  • Right-click on "Copy" folder in Contents pane, and Link > Folder (implies that an update is possible to all folder contents?)
  • Right-click on "Copy" folder in Contents pane, and Word Documents > Update All (implies all "copy" documents in folder will be synched?)
  • Sync Folder > From Source to Project (implies that sync will be made from original directory to project copy folder?)
  • Sync Folder > From Project to Source (implies that sync will be made from copy directory to original directory)?

Then there are similar options for inddividual files (right click on "copy" DOCX and then either Create/Update Topics, or Sync > Project to Source or Sync > Source to Project).

 

The goal is to have a "development" directory where test engineers can freely edit development documents, and the single Robohelp user will be able to suck in the changes into the overall project. Ideally, this SHOULD be performed in a "multi" file operation (i.e., on the Folder). If files must be updated singly, that is also fine - although slightly less convenient - but would like to know the BEST method for performing the above.

Inspiring
December 16, 2020

Thank you both for pursuing this. As I said, I just tried out the feature yesterday, and results were not as expected on several occasions (was also working with the user who is going to be using the feature, and we became equally baffled). I'll investigate more using your suggestions - because, as you surmised, I was working with a document that was within the test project folder (assuming all files should be bundled together). So - in all likelihood a case of user error. Once again, I find it very ironic that a target aimed at the technical writing audience has such atrocious supporting documentation (this feature is entirely glossed over and minimally explained in the help system). Thank you both again; I'll be sure to chirp up if I have further questions...

Inspiring
December 16, 2020

"product targeted at" not "a target aimed at". Damned misfiring synapses. I cannot seem to edit the post....

Peter Grainge
Community Expert
Community Expert
December 16, 2020

@Amebr I agree "In which case the Sync  > From Project to Source right-click menu would make sense to push the "copy" changes back to the source Word doc" appears to make sense but the steps I have set out earlier were verified by Adobe. Specifically that Sync is not to be used when linking Word documents. The routine is to Link > Create/Update Topics and not use Sync.

 

I will get that confirmed by Adobe.

________________________________________________________
See www.grainge.org for free Authoring and RoboHelp Information

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Community Expert
December 15, 2020

Another thought.

 

I assume the yellow arrow indicates that the "copy" Word doc has changed from the source.

 

In which case the Sync  > From Project to Source right-click menu would make sense to push the "copy" changes back to the source Word doc.

Community Expert
December 15, 2020

I noticed you did "Show in Explorer", which will show the "copy" word doc that's inside the project. But doing a Create/Update will use the original source document, which is typically located on a network server.

 

If you right-click and select Edit Settings, you can see where the original is. If you then modify that file, you should see your changes come through.

 

(Interestingly, using 2019 Update 12, I tried linking a word doc located inside the project, but doing a Create/Update resulted in an error that the Word doc was open and the update couldn't proceed. So I presume your original source is on a network drive, or a different C drive location, outside your project folder.)

Peter Grainge
Community Expert
Community Expert
December 15, 2020

Importing is a totally different process. After importing a document a document topics are created but there is no link with the source document.

 

To start linking right click in the Contents panel and select Link > File. When you see the DOCX in the contents panel, then right click on it to see Create/Update.

________________________________________________________
See www.grainge.org for free Authoring and RoboHelp Information

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