How can i create a new Knowledge Article Template and use the existing fields that are included in the default templates?

[brianf]

Hello,

We just upgraded to Kingston and I want to use the new knowledge article template functionality.

Kingston, Knowledge V3, Knowledge Management Advanced plugin

There are 4 default templates and they are great, but I need to add fields to the templates.  I do not want to change the default templates and want to create new ones.

When I do this I cannot not use the fields that are in the default templates like; Issue, Environment and Resolution. Instead, when I make a new template iot asks for the name of a field to add to the template.  I type in Resolution, for instance, but when I look at the field on the resulting form it is called u_kb_resolution.

The documentation tells you to create new fileds like this and does not let you select existing fields.

I want to use kb_resolution not u_kb_resolution.

Thank you.

[Tim Grindlay]

Hi brianf, 

How did you get on with this? I am also looking at this functionality, but I can't seem to get the template selector dialog to show.

From what I understand from the documentation is that a sub-table is created for each article template created, and then your template field is added to that table. I assume you have to configure those fields as you would on a new form/table.

Tim

[xostmoen]

Hi brianf,
Looking into this my self at the moment. For each template which is created, a new table is created which extends the main knowledge table (kb_knowledge). 
Since fields as kb_resolution comes out of the box on the KCS Article table (kb_template_kcs_article), which again extend from kb_knowledge. This means that you will not be able to have the same field as kb_resolution on new templates you create.

In other words, you might be able to have it as you want it if you customize the template functionality to extend the KCS Article table (kb_template_kcs_article) instead of the KB Knowledge table (kb_knowledge). But I would not recommend going this way. 🙂

[brianf]

Hi @Tim Grindlay @xostmoen ,

I found that we now have 5 basic templates in the system. Standard which resides on the kb-knowledge table and then the four new templates, each on their own child table.  

Once I enable the new templates and the interceptor so I could select which one I wanted to use. It was a simple matter to redesign the form for each of the new templates.

In other words, once in the article create form, right click on the top bar and select Configure and then select either Form Design or Form Layout to add the elements from your old default form, which in my case used the Standard Template, which in my case was my default template.

I hope this helps and I apologise for taking so much time to reply.

Brian

[Tim Grindlay]

Thanks for the reply! 🙂 If I remember correctly I had a problem with getting the template selector to show and I had to log a hiPortal ticket to get it resolved.