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Create an article template

Create an article template

Create new article templates in addition to the pre-defined templates. Add new fields based on how you want to customize and display your content.

Before you begin

Role required: knowledge_admin or admin

About this task

For each new article template, a child table of the Knowledge [kb_knowledge] table is created. When you add a new field to the template, a new column is added to that table.

Procedure

  1. Navigate to Knowledge > Administration > Article Templates, and click New.
  2. Fill in the following fields:
    Field Description
    Name Name for the article template.
    Description Description for the article template.
    The Active check box is selected by default making the template available for use.
  3. Right-click the form header and click Save.
  4. In the Article Templates Field related list, add fields to the template.

    To add a field:

    1. Click New.
    2. Fill in the following fields as required:
      Name Description
      Field Name Title to display on the template form.
      Field Type Available field types:
      • HTML
      • String
      • Integer
      • Date
      • Date and time
      Order Position of the field in the article page view and the article edit view.
      Article Template (Read-only) Name of the article template associated with this field.
      Template Table (Read-only) Name of the table for this template.
      Template Field (Read-only) Name of the template column associated with this field.
      Mandatory If checked, this field is mandatory.
      Active If checked, this field displays in the template.
    3. Click Submit.
    The field is added to the template.
  5. Configure the article template form to display the fields that you added to the template.
    Note: You must have the admin role to configure the form layout. If the field is not available in the form layout, use the form designer to configure the fields.
    1. Navigate to Knowledge > Articles > Create New.
    2. Select the template in which you want to display the fields.
    3. Right-click the header and select Configure > Form Layout
    4. Select and move the required fields from the Available to the Selected list.
    5. Click Save.
    Note: Authors who started a session before a template was created or activated will see the newly added template upon their next login.