Bulk Update of Knowledge Articles using List Editor

Janelle3
Tera Contributor

Hi,

I have had a few examples recently where I've needed to bulk update knowledge articles - for example changing Category and Valid To dates on dozens of articles. At the moment the only way for me to do this is manually one by one, or submitting a request to the Dev team to write a script.

 

For several other record types - such as Change Requests - I am able to bulk update through the List Editor. As described here: https://docs.servicenow.com/bundle/quebec-platform-user-interface/page/use/using-lists/task/t_EditMultRecUsingListEditor.html

I don't seem to be able to to bulk update through the list editor for knowledge articles. Does anyone know if this can be turned on and if so, how?

I can understand why the decision may be made not to allow bulk-updates of the fields that require checking out and re-publishing the article. However, changing the Valid-To date does not require checking out the article and it would be handy to bulk-update it.

Thank you!

Janelle

13 REPLIES 13

Allen Andreas
Administrator
Administrator

Hi,

Out of box, list editing is not enable on the kb_knowledge table.

You'd want to navigate to your knowledge article list view, then right-click any column header and choose: Configure > List Control:

find_real_file.png

Then change the list edit type from "Disable list editing" to something like "Save immediately (cell edit mode): 

find_real_file.png

find_real_file.png

You can then press ctrl+click and drag down the valid to column of rows and highlight multiple records, then double click any highlighted to set the date and you'll see that the action will effect "x number of rows":

find_real_file.png

Select a date as you'd like, and it'll save in bulk:

find_real_file.png

This works for me as an admin, it's the weekend and I don't have much time to test as other roles, but this resolves the initial issue of being unable to do so at all (which is your current issue). If your current role still doesn't work, then you'd need to still get with your platform admin and discuss this and they'd need to possible address this with an appropriate role depending on your instance.

Please mark reply as Helpful/Correct. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Thank you Allen, it's great to have confirmation that it is possible. I followed your steps and unfortunately I could not get past the step where I click "configure" - I do not get the same List options that you do. I have knowledge admin role but no other admin access. Do you know which role is required in order to get the Configure > List Control option? Thanks again, Janelle

Hi,

Most likely "admin". Perhaps after they complete the step I provided to allow list edit in the first place, you can then list edit with just your role. Either way, you'll need their assistance.

Please speak with your organization's ServiceNow team and feel free to show them my post.

Please mark the above reply as Correct, if it helped guide you Correctly.

Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Hi,

I just wanted to check-in on this and see how you're doing.

If my reply above helped guide you Correctly, please also mark as Correct.

Thank you and take care! 🙂


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!