Create an article template and use it to create a knowledge article

Create new article templates in addition to the pre-defined templates. Add new fields based on how you want to customize and display your content.

Avant de commencer

You must activate following plugins:

• Knowledge Management Advanced (com.snc.knowledge_advanced)
• Knowledge Management Advanced Installer (com.snc.knowledge_advanced.installer)

Role required: admin, knowledge_admin or admin, personalize_form

Pourquoi et quand exécuter cette tâche

For each new article template, a child table of the Knowledge [kb_knowledge] table is created. When you add a new field to the template, a new column is added to that table created for the template.

Procédure

1. Navigate to All > Knowledge > Administration > Article Templates, and click New.
2. On the Article Template form, fill in fields.

   Tableau 1. Article Template form

   Field	Description
   Name	Name for the article template. The name can contain only lowercase, alphanumeric ASCII characters and underscores (_).
   Description	Description for the article template.

   Remarque :

   The Active check box is selected by default making the template available for use.
3. Right-click the form header and click Save.
4. In the Article Templates Field related list, add fields to the template.
   1. Click New.
   2. On the Article Template Field form, fill in the fields.

      Tableau 2. Article Template Field form

      Name	Description
      Field Name	Title to display on the template form.
      Field Type	Available field types: HTML String Integer Date Date and time
      Order	Position of the field in the article page view and the article edit view.
      Article Template	(Read-only) Name of the article template associated with this field.
      Template Table	(Read-only) Name of the table for this template.
      Template Field	(Read-only) Name of the template column associated with this field.
      Mandatory	Option to make this field as mandatory. When selected, this field is required to be filled.
      Expand/Collapse	Defines whether the template field displays as collapsed or expanded by default.
      Active	Option to display the field on the template.
      Heading style	CSS formats applied to the template header. For example, to display the background of the template header in red, with a 24-px font size, Arial font family, and white text color, enter the following code: background-color:red; font-size:24px; font-family:Arial; color:white;
      Field style	CSS formats applied to the template fields. Any CSS format applied at the field level is automatically applied to the header if not already specified in the Heading style field. For example, to display the 300px page width, 25px solid green border, 25px padding, and 25px page margin, enter the following code: width:300px; border:25px solid green; padding:25px; margin:25px;
      Preview text	Preview text displayed on the article template selector. Empty value will display random text.

   3. Click Submit.
   The field is added to the template.
5. Facultatif : In the SEO Description Tag field, search for and add article template field name.
   The content in this field is used as meta description tags to search for articles created using this article template.
6. Configure the Knowledge form to display the fields that you added to the template.
   1. Navigate to Knowledge > Articles > Create New.
   2. Select a knowledge base, and then the newly added article template.
   3. Right-click the header and select Configure > Form Layout.
   4. Select and move the fields you added to the article template from the Available column to the Selected column.
   5. Click the up or down icon to arrange the fields in the order in which you want them to appear in the Knowledge form.
   6. Click Save.
   Remarque :

   Authors who started a session before a template was created or activated will see the newly added template upon their next login.

Que faire ensuite

If you want to search for duplicate articles when creating an article from a new template, you must configure the article template table for contextual search. On the Table Configuration form, the Search context field must be set to Knowledge ML Search. For more information, see Configure table for a contextual search.