Pre-populated HTML-formatted text on KBA template fields?

jh1426
Tera Contributor

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!

1 ACCEPTED SOLUTION

trout1974
Kilo Guru

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.

trout1974_2-1738177214869.png

 

(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).

trout1974_0-1738177088990.png


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:

trout1974_3-1738177559309.png


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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7 REPLIES 7

paulclement
Tera Expert

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.

jh1426
Tera Contributor

Thank you all, very helpful!

BrunoPer
Tera Contributor

You can do this from the article record by configuring the dictionary of the template text field(s).
Once there, you should have the "default value" tab available, where you can paste/edit/update the HTML code you want to pre-populate when opening the article.