Create a security incident knowledge article

Create a knowledge article to share information across your organization.

Before you begin

Role required: sn_sir.knowledge_admin

Procedure

  1. Navigate to Security Incident > Catalog & Knowledge > Knowledge.
  2. Click Create New > Article.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Knowledge form
    Field Description
    Number The automatically-generated KB number.
    Knowledge base The knowledge base selected for this article.
    Category The category for this article.
    Published When this knowledge article was published. This value is set when the article is created, and updated when the article is published.
    Valid to When this knowledge article expires. This article will not appear in search results after this date or if a date is not selected.
    Image An image that appears beside the article when searching from the legacy knowledge portal.
    Workflow [Read-Only] The publication state of the article, such as Draft or Published. When inserting a new article from an existing article, the state of the new article is reset to Draft.
    Source The task this knowledge article was created in response to, if any. This field is set automatically when you create the knowledge article from a task record.
    Attachment link Check box for downloading an attached file automatically when a user accesses the article, instead of opening the article view. You must add an attachment to the article to use this option.
    Display attachments Check box for displaying attachments to users viewing this knowledge article. Attachments appear below the article text. You must add one or more attachments to the article to use this option.
    Short description The title of the article. This title appears when browsing and searching knowledge, and at the top of the article.
    Text Content for the article. Use the WYSIWYG HTML editor to create content. A preview of the content appears when browsing and searching knowledge.
  4. Click Submit to create the article.

What to do next

After saving the article record, you can add tags to further organize the article.

Any additional steps required to publish the article, such as approvals, depend on the publishing workflow for the knowledge base.