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Module Assessment| Hitchhikers Platform

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Background

Now that you’ve added so many fields to your entity types, especially the Restaurant and Community Story types, it’s time to start organizing them!

For the Restaurant type, you want to organize the fields that are currently in the Business Details section – it’s getting way too big!

business details section before

You want to organize the fields (both built-in and custom ones) into 4 sections:

  • Business Details
  • Reservations, Delivery & Takeout
  • In-Dining Experience
  • CTAs, Promotions & Events

In the end, it should look like this: restaurant sections

For the Community Story type, you’ve added all of the new fields (except Territory) to the Core Information section. community story before

Before you have local managers adding Community Stories that are happening in their area, you want to make sure the fields are organized in a way that makes it easy for them for data entry.

You want to organize the fields (both built-in and custom ones) into 3 sections:

  • Core Information
  • Contacts & Affiliations
  • CTAs, Promotions & Events

In the end, it should look like this: community story sections

You also want to update the entity preview for the Restaurant entity so you can make some of the most important fields visible right from the entity search screen.

In the end, it should look like this: Entity Preview

Your Challenge

  1. Let’s update the Restaurant Entity Type first. Let’s open up a Restaurant entity in Knowledge Graph to examine Entity Edit first. Click into Knowledge Graph and click into any Restaurant entity. Look how many fields are in “Business Details”! Keep this entity page up, you’ll refresh it when you’re done.

  2. In a different tab, navigate to Knowledge Graph > Configuration > Entity Types. For the Restaurants type, click on the dropdown and select “Edit Fields” (or click on the type and click on the “Fields” tab).

  3. Create 3 new Sections named:

    • Reservations, Delivery & Takeout
    • In-Dining Experience
    • CTAs, Promotions & Events

    Then move the fields into the appropriate Section listed below. Make sure to name the Sections exactly. Here’s how you want to organize your fields (in no particular order):

    • Business Details (already exists)

      • Description
      • Hours
      • Additional hours text
      • Geomodifier
      • Neighborhood
      • Black-Owned Business
      • Impressum
      • Restaurant Type
    • Reservations, Delivery & Takeout (new)

      • Accepts Reservations
      • Pickup & Delivery Services
      • Delivery Disclaimer
      • Delivery Hours
    • In-Dining Experience (new)

      • Payment Options
      • Attire
      • Price Range
      • Meals Served
      • Restaurant Features
    • CTAs, Promotions & Events (new)

      • Primary CTA
      • Promoting events
      • Restaurant Promotions
  4. Reorder the sections so that it’s in this order (remember that you can reorder sections by clicking and dragging in the left rail):

    • Core Information
    • Business Details
    • Reservations, Delivery & Takeout
    • In-Dining Experience
    • CTAs, Promotions & Events
  5. Click Save to save the field presentation. If you don’t click save, you will lose your progress.

  6. Refresh your Restaurant entity to see the updated Entity Edit.

  7. Now, open up your Community Story Entity. Almost all fields are in “Core Information”!

  8. Return to Manage Entity Types and click into the Community Story entity type. Click on the “Fields” tab to edit the configuration.

  9. Create two new sections for Contacts & Affiliations and CTAs, Promotions & Events and then move the fields into the appropriate Section listed below. Make sure to name the Sections exactly. Here’s how you want to organize the fields that are currently in “Core Information” (leave all other sections as-is).

    • Core Information (existing)
      • Name
      • Entity ID
      • Theme
      • Goal
      • Description
    • Contacts & Affiliations (new)
      • Organizer Email
      • Local Non-Profits
    • CTAs, Promotions & Events (new)
      • Landing Page URL
      • Primary CTA
      • Promoting Events
      • Videos
  10. Reorder the sections so that it’s in this order (remember that you can reorder sections by clicking and dragging in the left rail):

    • Core Information
    • Contacts & Affiliations
    • CTAs, Promotions & Events
    • Internal Use Only
  11. Click Save to save the field presentation.

  12. Refresh your Community Story entity – this looks much better!!

  13. Now let’s get to work on the entity preview — from the Restaurant field configuration page click on the ‘Preview’ tab to navigate to the entity preview.

  14. First you want to add the ‘Business Logo’ to the entity preview.

  15. Next, you want to add ‘Restaurant Features’ to the entity preview so you can easily see each restaurant’s offering.

    • Because this is a list of items, you want to adjust the display settings to hide list count, so make sure to toggle ‘Show List Count’ off.
    • You will also want to adjust the line height to ‘2’ to accommodate the restaurants that have a lot of features.
    • Also, to shorten the field name toggle ‘Use a Field Alias’ on, and just enter ‘Features’ as the Field Name Alias.
    • Click Apply to add these changes for the ‘Restaurant Features’ field.
  16. You also want to add the ‘Restaurant Type’ field so you can easily identify the brick and mortar locations from the food trucks. To shorten this field name you will also want to toggle ‘Use a Field Alias’ on for this field and enter ‘Type’ as the Field Name Alias. Click Apply to add these changes for the ‘Restaurant Features field.

  17. Click Save to save the restaurant entity preview. Then make sure to check out the entity preview on the entity search page!

Module Assessment
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Report Card
Add the new Sections for the Restaurant entity type and organize the fields
Add the new Sections for the Community Story entity type and organize the fields
Add fields to the Restaurant entity preview
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