Knowledge settings fields These fields appear on the Managed Document form Knowledge Settings section. Table 1. Knowledge settings Field Description Behavior Defines the process performed when the Link to Knowledge related link is clicked. Select Always create record to create a new knowledge article with the latest published revision attached. The knowledge article is then linked to the document. Select Update existing record to update the existing knowledge article to the latest published revision. If no knowledge articles exist for the document, a new knowledge article is created. The Update existing record option is not available when many knowledge articles are linked to a document. Type Specifies the type of knowledge article. Use Knowledge or any option that extends the kb_knowledge table. For example, if you have the IT GRC plugin installed to create GRC policies, select the type Policies. Note that when a knowledge article is created, the Type field becomes read-only. Topic Defines the subject of the document. Adds the topic information to the same field in the knowledge article. Published Date that the article should be published. Adds publishing date information to the same field in the knowledge article. Valid to Date that the article expires. Adds valid to date information to the same field in the knowledge article. Short description A few words or short phrase describing the knowledge article. Adds the short description to the same field in the knowledge article.