Task: Configure knowledge article form

KonstantinZ
Tera Contributor

KonstantinZ_0-1748017000625.png

All made like in task but not valid - could you tell me the reason 

23 REPLIES 23

Thank you, nicolesnide & Allen Van de Wa... that worked!

Here it is for those still having issues with the instruction: 

  • Navigate to Knowledge > Articles > Create New
  • When picking the Template, select Policy
  • Right-click on the form header (where it displays 'Policy New record').

  • Choose: Configure > Form Layout.

  • On the pop-up window, select Not Now.
  • Add the three items from the Available section to the Selected section (Overview, Purpose, Policy Details), at the bottom of the list, in that order.
  • Save, and then Validate

TroySasso
Tera Expert

Be mindful of the picture in the instructions folks.  Ensure the field order is correct and that they are below the 'Wiki' field.

Andreas O_
Tera Contributor

Open / All > Knowledge > Articles > create new

Hamburger icon > Configure > Form Layout >> Add 

Overview

Purpose

Policy details

(in right order) ==> "validate task"

David Miller1
Tera Guru

Am I doing something wrong here. The instance created for this course is Zurich. I've created the Article Template. But when i select Article -> Create new and select the policy I am presented with a form with just the 3 fields I specified. Nothing like the instructions. Is the course outdated? 

Edit: I got round it by instead going to the template table directly "u_kb_template_policy", clicking new and configuring the form that way instead of going through "Create New" on the article navigation item.