Prerequisites for Knowledge Base Articles
To use the Article section of the Knowledge Base to it's full capability, there are two areas that warrant prior setup:
- Article Groups
- User Roles
See Managing Knowledge Base Articles for details on Article Groups.
See Catalogue Basics for details on creating Roles.
Uploading a new Article
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Click the Plus button in the top right of the Article section of the Knowledge base to create a new Article. When creating a new Article, the only required field is the Name. An Article has the following options:
The content of the Article can be type or pasted into the HTML canvas below the Article Details.   You can Save as Draft or Publish the article immediately.
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Actions and Files
 While viewing an Article, but not in Edit Mode, you can create Article Actions or Linked Files by clicking the Plus icon in the top right corner. Article Actions Article Actions are Form-based activities related to the Knowledge Base Article. Each action has a Name, a Performed by Role, a Step Number, and Form Action. An in-depth description of the related form activity can be provided in the HTML Canvas. Linked Files Articles can have Linked Files, providing additional context or supporting documentation for the Article. When adding a Linked File, select a Folder as desired (but not required). Click the Upload button to attach the specific file desired. Click Next to attach the file to the Article. |