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Knowledge article templates

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Knowledge article templates

Article templates have pre-defined fields structured in a specific order. These templates help create a consistent structure for knowledge articles.

Using the Knowledge Article Templates feature, as a knowledge administrator (a user with knowledge_admin role), you can create new article templates, add or customize fields in a template, and activate or deactivate a template.

As a security administrator (a user with security_admin role), you can configure field-level security in any template to make it visible to specific users.

As an author, you can create articles using pre-defined article templates or any newly created article templates.

Pre-defined knowledge article templates

Use either the standard template or one of the pre-defined How To, What Is, FAQ or a KCS article templates.

Note:

When you upgrade Knowledge Management to Kingston or later releases, all existing articles from the earlier version automatically use the standard template of the upgraded version. For example, if you upgrade Knowledge Management from Jakarta to Kingston, all existing articles use the standard template available in the Kingston version.

All pre-defined templates are inactive by default. If you do not activate a template, the articles automatically use the standard template. As a knowledge admin, you can activate a template by navigating to Knowledge > Administration > Article Templates. Then in the article template list, set the Active field to true for one or more templates you would like to activate.

The table below lists the fields available in each template and the name of the template table.

Table 1. Pre-defined knowledge article templates
Template name Template fields Maps to table
FAQ
  • Question
  • Answer
FAQ [kb_template_faq]
How To
  • Introduction
  • Instructions
How To [kb_template_how_to]
What Is
  • Introduction
  • Explanation
What Is [kb_template_what_is]
KCS Article
  • Issue
  • Environment
  • Cause
  • Resolution
KCS Article [kb_template_kcs_article]
Standard Text kb_knowledge

Activating knowledge article templates

The Knowledge Article Templates feature is activated with the Knowledge Management Advanced (com.snc.knowledge_advanced) plugin. For details, see Activate the Knowledge Management Advanced plugin.

Deactivating knowledge article templates

You cannot delete an article template because article templates have an associated child table. Deleting a template would also require deleting the child table. Due to the limitations on dropping tables, article templates and template columns are explicitly made non-deletable. Instead you can disable the Knowledge Article Templates feature by clearing the Active check box on the Article Template form.

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