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01-29-2025 08:13 AM
Hello all,
What is the best way to have pre-populated HTML-formatted text display on Knowledge article template fields? I thought this could be accomplished using templates, but I can't figure out how to have pre-populated, standard-formatted text appear in my fields when I create an article.
Thank you!
Solved! Go to Solution.
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01-29-2025 11:08 AM
Create the templates within your template. .. Hard to explain, I call them "sub-templates".
I will try to explain.
After you have your knowledge article template created. Create a new KB with your new template.
Within that KB, at the bottom you will see a Templates bar.
(If you do not see it, click on the three dots at the top right corner near the Submit button and select Toggle Template Bar).
On the far right corner of the Templates bar, there is a + sign. Click on that to create a "sub-template". This will open a new "sub-template" that you can build to look exactly as you like. Example below:
You can also create templates for certain fields directly, or for multiple fields at the same time.
Once created and saved. Those templates will be available to select from on the Templates bar every time you create a new article.
I hope this was helpful, and what you needed. If I am not understanding your request completely, please let me know. Good luck!
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01-29-2025 11:08 AM
Create the templates within your template. .. Hard to explain, I call them "sub-templates".
I will try to explain.
After you have your knowledge article template created. Create a new KB with your new template.
Within that KB, at the bottom you will see a Templates bar.
(If you do not see it, click on the three dots at the top right corner near the Submit button and select Toggle Template Bar).
On the far right corner of the Templates bar, there is a + sign. Click on that to create a "sub-template". This will open a new "sub-template" that you can build to look exactly as you like. Example below:
You can also create templates for certain fields directly, or for multiple fields at the same time.
Once created and saved. Those templates will be available to select from on the Templates bar every time you create a new article.
I hope this was helpful, and what you needed. If I am not understanding your request completely, please let me know. Good luck!
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02-04-2025 01:07 AM
Hi Trout,
Have you gotten Table of Contents to work when using a template with different sections?
Kind Regards,
Emer
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02-04-2025 07:37 AM
This isn't perfect, but you can create a TOC in one section and copy the table and/or sections into other fields and it will work. However, if you cannot refresh the TOC if you change the heading text or add new sections. You could re-compile the TOC in one section and copy it out if you need to though.
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01-29-2025 03:45 PM
You can add it to the fields default value using the dictionary. Right click the field, select update dictionary, navigate to default tab and enter your text and HTML here. If you want more of a style sheet type setup with CSS formatting, add the CSS between <style> </style> tags. I add this after any text I want displayed and this works for me.