Quick start tests for Knowledge Management
- UpdatedJul 31, 2025
- 4 minutes to read
- Zurich
- Knowledge Management
Validate that Knowledge Management still works after you make any configuration change, such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.
Knowledge Management quick start tests require activating the Knowledge Management Core plugin (com.glideapp.knowledge), the Knowledge Management Advanced Installer plugin (com.snc.knowledge_advanced.installer), the Knowledge Blocks plugin (com.snc.knowledge_blocks), and the Customer Service Management Demo Data plugin (com.snc.customerservice.demo).
| Test | Description | Release version |
|---|---|---|
| KM : Create KCS Template Article with Approval Publish workflow | Verify the creation of a KCS template
article with approval publish
workflow. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Madrid |
| KM: Create MultiVersioned standard Article with approval publish workflow | Verify the creation of a multi-versioned
standard article with approval publish
workflow. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Madrid |
| KM: Article level subscription | Verify that users can subscribe to a
knowledge article. Note: Requires the Knowledge
Management Advanced Installer
plugin. |
New York |
| KM: User criteria covering canRead and canContribute for KnowledgeBase and canRead at Article level | Verify the creation of canRead and
canContribute user criteria for knowledge base and
canRead user criteria for article. Note: Requires
the Knowledge Management Core
plugin. |
Madrid |
| KM: Create a KCS article from a case | Verify the creation of a KCS article from a
case. Note: Requires the Knowledge Management
Advanced Installer and Customer Service Management
Demo Data plugins. |
Madrid |
| KM: Knowledge Base Level Subscriptions | Verify that users can subscribe to a Knowledge Base. Note: Requires the
Knowledge Management Advanced Installer
plugin. |
New York |
| KM: AQI | Verify the creation, assignment, and review
of an AQI checklist. Note: Requires the Knowledge
Management Advanced Installer plugin. |
New York |
| KM: Requestor performs search, view the article, provide feedback (Helpful No with Feedback Task) | Verify the search request, review,
provision of feedback as not helpful, and creation
of a feedback task for an article on the Knowledge Management
Service Portal. Note: Requires the
Knowledge Management Advanced Installer
plugin. |
New York |
| KM: Create and edit an article from Feedback Task form | Confirm the availability of the
Create Article and
Edit Article buttons on a
Knowledge Feedback Task form. Note: Requires the
Knowledge Management Advanced Installer
plugin. |
New York |
| KM: Search for pinned articles and checking the highest click rank | Verify the search request and that the
click rank value of a pinned article was added to
the Knowledge Searches (ts_query_kb)
table. Note: Requires the Knowledge Management
Advanced Installer plugin. |
New York |
| KM: Create an Ownership Group and check edit permissions and subscriptions | Verify the assignment of an article to an
ownership group, that all members of the ownership
group are subscribed to the article, and have
permission to edit. Note: Requires the Knowledge
Management Advanced Installer
plugin. |
New York |
| KM: Create, search for, and view knowledge articles with knowledge blocks | Verify the creation of a knowledge block
and its addition to a knowledge article. Also,
verify that the knowledge block content is
searchable. Note: Requires the Knowledge Blocks
plugin. |
Orlando |
| KM: Validate the Knowledge - Approval Retire workflow | Verify the success of Knowledge - Approval
Retire workflow by retiring a published knowledge
article. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Orlando |
| KM: Validate feedback task assignment to the ownership group manager | Verify the assignment of a feedback task to
the ownership group manager of a knowledge
article. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Orlando |
| KM: Validate that the article template selector includes knowledge bases and article templates | Verify that the article template selector
includes all knowledge bases with contribute
access and article templates applicable to each
knowledge base. Note: Requires Knowledge Management
Advanced Installer. |
Orlando |
| KM: Validate the Knowledge - Approval Publish workflow | Verify the success of a Knowledge -
Approval Publish workflow by recalling, rejecting,
and then approving a knowledge article through the
approval process. Note: Requires the Knowledge
Management Advanced Installer
plugin. |
Orlando |
| KM: Make an outdated version of an article the latest version | Verify that an outdated version of a
knowledge article is made the latest
version. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Orlando |
| KM: Validate that the mapped related articles appear in the Related articles widget | Verify that the related articles mapped to
a knowledge article appear in the Related articles
widget on the knowledge article view
page. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Orlando |
| KM: Validate that the mapped related catalog items appear in the Related items widget | Verify that the related catalog items
mapped to a knowledge article appear in the
Related items widget on the knowledge article view
page. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Orlando |
| KM: Validate that a versioned article is created, published, checked out, and retired | Verify the success of UI actions on a
versioned knowledge article by creating,
publishing, updating, and retiring the knowledge
article in Agent Workspace. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Quebec |
| KM: Verify the scheduled publish feature for knowledge articles | Verify the scheduled publish feature for
knowledge articles by creating an article in
approval publish workflow, putting it for
scheduled for publish and observing the change in
workflow state from theScheduled for
publish state to the
Published
state. Note: Requires the Knowledge Management
Advanced Installer plugin. |
Quebec |
| KM: Validate the Knowledge - Approval Publish workflow in Agent Workspace | Verify the success of a Knowledge -
Approval Publish workflow by recalling and then
approving a knowledge article through the approval
process in Agent Workspace. Note: Requires the
Knowledge Management Advanced Installer
plugin. |
Quebec |