Bulk Update of Knowledge Articles using List Editor
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12-05-2021 01:19 AM
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
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07-25-2024 07:39 AM
I believe you need to update the Article versioning properties. You should be able to add the Ownership Group section into the section to 'Enable minor Edits' and that will allow you to change without checking out. We use this feature for Contacts, Contact Back Up, Valid to Dates and other fields and it works from the list view.
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07-25-2024 07:51 AM
This worked for me as an admin. I skimmed through the properties before posting but I saw the related property (glide.knowman.versioning.minor_edit_fields) already had a value and I was unable to edit this field, so assumed it wouldn't work. It turns out I needed to set the related property (glide.knowman.versioning.enable_minor_edits) to true. I seem to be able to edit all fields without them being present in the 'fields' property but this might just be due to me being an admin and not a standard user.
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07-25-2024 08:24 AM
OMG! That worked!! I've been searching for 2 days before I said to myself, "Hey? Why not go to the Community???" (I should have started here first!!! 😉
Step #1
- Go to kb_knowledge.list
- On any column header, right-click, and select Configure -> List Control
- For List edit type: “Save immediately (cell edit mode)”
- Save
Step #2:
- All -> Knowledge -> Administration -> Properties
- Search for “minor”
- Check the “Enable minor edits…” to True
- Save
Thank you SO much. Taking those two steps worked. Have a great day, and keep sharing your expertise! We appreciate it!!
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07-25-2024 08:22 AM
Hello Janelle3
We have implemented in this way for allowing mass update of some data field listed in the Knowledge property
glide.knowman.versioning.enable_minor_edits = Valid_to, author, meta, category, internal notes
Any ownership group member will be able to edit data within minor change field without creation of new version.
Author of the article will not be able to use this functionality even if we have set property glide.knowman.ownership_group.override = TRUE, unless he is member of the ownership group
then
in each knowledge list you want to enable the mass update
Set List edit type field = "Save immediately (cell edit mode)"
See SN documentation Configure list controls (servicenow.com)
The logic is first check that the ownership group member is able to edit fields in the the article form.
the enable list control to do it from the list