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01-25-2024 07:32 AM
Hi ,
I have a doubt about how we are getting Article templates by clicking on All Menu>Knowledge>All>New and how we can restrict it from different roles in SNOW like ITIL or admin or end user so that they can view the templates according to the roles given in User criteria. I have shared the screen shot for the same.
But the exception is working on while clicking All Menus>Knowledge>Article>Create new where the knowledge base distributed or accessed depending upon user role criteria.
Please guide me for the same
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01-26-2024 01:35 AM
Here are the steps to restrict article templates based on roles in ServiceNow:
1. Navigate to Knowledge > Administration > Article Templates.
2. Open the template you want to restrict.
3. In the "Roles" field, add the roles that should have access to this template. For example, if you want only ITIL users to access a template, add the ITIL role.
4. Save the template.
To restrict knowledge base access based on user role criteria:
1. Navigate to Knowledge > Administration > Knowledge Bases.
2. Open the knowledge base you want to restrict.
3. In the "User Criteria" related list, click on "New" to create a new user criteria.
4. In the "Roles" field, add the roles that should have access to this knowledge base.
5. Save the user criteria.
Please note that the user criteria will only work if the "Can Contribute" and "Can Read" fields in the knowledge base are set to "User Criteria".
Remember:
- The "Roles" field in the article template restricts who can use the template to create articles.
- The "User Criteria" in the knowledge base restricts who can read or contribute to the knowledge base.
- If a user does not have the required role or does not meet the user criteria, they will not see the template or knowledge base in the "New" menu.
- The "All Menus>Knowledge>Article>Create new" path bypasses the template selection and directly creates a new article. The access to this path is controlled by the "Knowledge" role.
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01-26-2024 06:36 AM
Thanks @Ramesh Lohar for your response , could you please tell me about the table wizard_view which i am unable to find it over SN as it throws an error page cannot be found.
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01-26-2024 01:45 AM
Hi @Abhi_007
There is no direct way to do this, as there is no role field on template , so either you need to add a new field call role and then create ACL or log a NOW support case.
Also it is not SNOW, its SN or ServiceNow.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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