Article versioning changes
Summarize
Summary of Article Versioning Changes
Article versioning in ServiceNow Knowledge Management introduces enhanced capabilities for creating and managing multiple versions of knowledge articles. This update includes new user actions, additional fields and related lists on the Knowledge form, changes to Knowledge list views, updates to Knowledge modules, and modifications to the Knowledge Management dashboard reports. These improvements enable users to efficiently track, revise, and publish knowledge articles with clear version control.
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Updated User Actions
- Checkout: Allows users to check out a published article and create a new version for editing. Only the author, knowledge base owner, or users with the
knowledgeadminrole can edit articles in Draft state. - Recall: Enables recalling an article under review or scheduled for publishing.
- Make Current: Lets users select an outdated published article version and make it the current active version.
- Minor Edits: Supports defining specific fields as minor edits that do not trigger a new version. This requires enabling the
glide.knowman.versioning.enableminoreditsproperty and specifying minor edit fields inglide.knowman.versioning.minoreditfields.
Changes to the Knowledge List and Form
- Knowledge List: Now displays a Version column, includes multiple article versions, and shows a new Outdated state in the Workflow column.
- Knowledge Form:
- New fields include Version (article version number), Display number (combination of article number and version), Base Version (original article number and version), and Revised By (user who created the new version).
- An Article Versions related list shows all versions of an article, allowing users to view specific versions or open the article page directly.
- Form configuration may be required to display these new fields and lists.
Changes to Knowledge Modules
- My Knowledge Articles: For authors and revisers, this module now includes records of articles authored or revised, respectively.
- My Flagged: Displays records of each revision made to authored or revised articles depending on the user’s role.
- Note: Customizations to these modules may prevent these changes from appearing.
Knowledge Management Dashboard and Service Portal Updates
- Dashboard reports now incorporate article versioning data when the Knowledge Management Advanced plugin is enabled. Relevant reports include articles flagged or marked not useful in the last 30 days, usage metrics, workflow state statuses, and creation data.
- In the Knowledge Management Service Portal:
- Search results display article numbers with version numbers if the
glide.knowman.search.showarticlenumberproperty is enabled. - URL access to articles requires inclusion of the version number to view specific versions.
- The article view page includes a version history section showing version numbers, update dates, and authors/revisers, with options to expand details or open specific versions.
- A notification appears when viewing an outdated article, with a link to the latest version.
- Search results display article numbers with version numbers if the
Article versioning introduces new actions that allow knowledge users to create and revise versions of existing articles. It also introduces new fields and related lists to the Knowledge form, new columns to the Knowledge list, and updates to Knowledge dashboard reports.
Updated user actions
- Check out a published article and create another version by clicking Checkout on the Knowledge form. Note:Only the author, knowledge base owner, and users with the knowledge_admin role can edit an article in the Draft state.
- Recall an article that is being reviewed or scheduled for publish by clicking Recall on the Knowledge form.
- Select a previously published article in the Outdated state and make it the current published version by clicking Make this current in the Knowledge form header.
Define minor fields so users can make some edits without triggering a new version. First, set the glide.knowman.versioning.enable_minor_edits property to true. Then, in the glide.knowman.versioning.minor_edit_fields property, specify the fields to define as minor. For example, set Valid To and Meta as fields that can be edited without creating a new version.
Changes to the Knowledge list
- The Version column displays the article version number. The Knowledge list displays multiple versions of an article.
- The Workflow column includes the new Outdated state.
Changes to the Knowledge form
- The Version field displays the article version number.
- The Display number field displays a combination of the article number and the version number. For example, KB0010004 v1.02. All references to a knowledge article use this display number.
- The Base Version field displays the knowledge article number and version on which the current article is based.
- The Revised By field displays the name of the user who checked out a published article and created a new version.
- The Article Versions related list displays a list of all
versions for an article. From this list,you can:
- Click the Version to view a specific version of an article.
- Click the View Article related link to see the article page view.
Changes to Knowledge modules
- My Knowledge Articles
- For a knowledge user, this module includes records for the articles authored by the user as well as records for each article revised by the user.
- For a knowledge reviser, this module includes records for the articles published by the user as well as records for each article revised by the user.
- My Flagged
- For a knowledge user, this module includes records for each revision made to articles authored by the user.
- For a knowledge reviser, this module includes records for each article revised by the user.
Changes to Knowledge Management dashboard reports
- Articles Flagged in the Last 30 Days
- Articles Marked Not Useful in the Last 30 Days
- Articles Used per Month
- Knowledge use
- Knowledge view
- Knowledge updated in past 30 days
- Knowledge flagged in past 30 days
- Knowledge by Workflow state
- Knowledge created by Author
- Knowledge created in past 30 days
- New Knowledge Articles Created in the Last 30 Days
- Knowledge Ratings for past 30 days
Versioning information available in the Knowledge Management Service Portal
To display the article version number next to the article number in the search results, enable the glide.knowman.search.show_article_number property in the Knowledge Search Properties section of the Knowledge Management Properties page.
If you are accessing an article from the base system or knowledge service portals using the URL to a KB article, you must also include the article version number in the URL. For example, to access the KB0000005 knowledge article, instead of using the https://<instance name>/sp?id=kb_article&sys_id=KB0000005 as the URL, you must use https://<instance name>/sp?id=kb_article&sys_id=KB0000005%20V1.0 to view the article.
- Click Latest version or the version number and current state to expand the version history section.
- Click the version number to open that particular version of the article.
- When viewing an outdated article, a message informs the user that a newer updated version is available. The message includes a link to the latest version.