Using form templates to help format knowledge article

JulietChicago
Tera Guru

HI,

We are using the form templates  to help us format knowledge articles.

 

For new templates we want to create we can not longer set the name of the knowledgebase

In the "choose field" we don't get the option to set the name of the knowledgebase.

We used to be able to do this .

Any idea's  how to set the knowledgebase name?

 

JulietChicago_0-1753212579637.png

 

 

2 ACCEPTED SOLUTIONS

Everything you said here is true. However, the two are not necessarily independent of each other. We use custom knowledge templates as Dave describes above. We also use form templates to format specific fields within the custom knowledge template. As a matter of fact, ServiceNow recommends their use. https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0728427

 

One of our use cases is for ticket details that are added to the article in a table format. When the form template is selected, it populates the table and allows the author to complete the required information. 

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@Kim27  the insert and stay did not work. We updated the copy with the knowledgebase name and save it . When we applied it the knowlegebase field was empty.

However thank you for the suggestion as I was able to export the template update the xml with the desired knowledgebase name re-import. Then we applied it and now we  have the knowledgebase name popluated.

 

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10 REPLIES 10

Dave Littlejohn
Tera Guru

This is intended out of the box behavior. There is an access control (ACL) that prevents the field "knowledge base" from showing as a valid field for templates:

DaveLittlejohn_3-1753718007971.png

DaveLittlejohn_4-1753718065228.png

 

I believe this is because ServiceNow wants you to use the knowledge management's article templates that others in this thread have mentioned. When you click new on the knowledge table, you get a screen that shows:

DaveLittlejohn_5-1753718239242.png

It is recommended to switch to the updated version of this screen (see the blue link at top of the page). Once you click that, the first step on the updated version is to select the knowledge base:

DaveLittlejohn_7-1753718458096.png


Once you have selected a knowledge base, the associated knowledge article templates will show up for that knowledge base (note that this is different than your original question about form templates):

DaveLittlejohn_6-1753718430848.png


Depending on which knowledge base selected, different knowledge article templates are available. For example, I restricted the Incident KCS Article templates in the "Knowledge" knowledge base:

DaveLittlejohn_8-1753718612515.png


Selecting "Standard" article template and clicking the "Next" button will load the knowledge article form without any template fields, but you can see the Knowledge Base field is already filled out:

DaveLittlejohn_9-1753718840581.png


I believe because of this intended/recommended path for selecting the knowledge article template, the form template security control does not include the knowledge base field as a valid field to select.

 

I hope this helps.

Everything you said here is true. However, the two are not necessarily independent of each other. We use custom knowledge templates as Dave describes above. We also use form templates to format specific fields within the custom knowledge template. As a matter of fact, ServiceNow recommends their use. https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0728427

 

One of our use cases is for ticket details that are added to the article in a table format. When the form template is selected, it populates the table and allows the author to complete the required information. 

I agree on each of their uses, but the question was in regards to why the form template does not have the knowledge base field as an option. I was explaining what I believe ServiceNow's reasoning on why they created the ACL with the field being excluded.

 

I used both in my previous job and you are able to see in the screenshot examples (knowledge base test / new hr article) that after selecting the knowledge article template, the form templates are available to use at the bottom of the screen (after toggling the bar visibility).

@Dave Littlejohn thanks for this detail explanation . While it doesn't achieve what we need it does help me understand the why.  We used have the feature back in Jakarta but now is is not longer here.

 

That makes more sense to me as the new ui for selecting the knowledge article template when creating the article didn't exist back then.