[GRC / Policy Management] How to build a KB Article Template that combines Policy Sections AND Contr

[itspezi1]

Hi Community,

I'm working on a GRC IRM Policy Management implementation (Zürich release, com.sn_compliance) and trying to auto-generate a structured Knowledge Base Article from a Policy on Publish.

The OOB mechanism works fine – KB article gets created automatically. What I'm trying to figure out is how to properly structure the Article Template so it combines both Policy Sections and Control Objectives in the correct order.

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Target structure of the KB output:

1. Intro chapters (Policy Sections, e.g. Order 100–399)
2. Controls section (Control Objectives with Objective, Requirement, Compliance Criteria, Guidance)
3. Annexes (Policy Sections, Order 500+)

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My questions:

1. Template variables – are these the correct names?
${policy.name}, ${policy.body}, ${policy_section.title}, ${policy_section.body}, ${ctrl_obj.name}, ${ctrl_obj.description}, ${ctrl_obj.compliance_criteria}, ${ctrl_obj.additional_information}

2. Ordering – how does the template engine interleave Policy Sections and Control Objectives? Does it sort automatically by the Order field, or does the template HTML define the sequence?

3. Parent Control Objectives – do they render in the KB article output, or only leaf-level COs?

4. Rich Text in compliance_criteria – if the field contains HTML (e.g. numbered lists), does it render correctly in the KB article or get escaped?

5. Template customization – how much HTML/CSS is supported in the Template Body tab? Any known limitations?

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Any examples of a working template HTML or links to docs on this would be really helpful. Thanks!