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To add, edit, and delete Articles from the User organization's Knowledgebase, users will need to access the remaining three sections of the Knowledgebase function. While the 'Article Management' grid serves as the User's primary management platform, the 'Categories' and 'Topics' grids represent critical steps in the process of adding a new Article.
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Click the 'Add' button located on the Grid Toolbar above the grid.
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In the Article data entry form (see image above), the User is presented with a number of input fields, several of which are required to save the new article.
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The tab marked 'Content' (see image below) provides users with the text platform needed to publish the body of the article. In this form, users can compose text, cut and paste text and images from documents, and edit the article's font, margins, and general appearance with ease. Those users who wish to create an article strictly in HTML or view the HTML auto created through general creation can click on the 'Source' option; this disables all other buttons and displays the content in its HTML format for direct editing.
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Finally, the 'Attachments' tab allows users to attach files (including .pdf, .jpg, .doc, and more) of interest or relevance to the article by upload. To attach one or more files, navigate to the 'Attachments' tab and click the 'Upload File(s)' button located on the Grid Toolbar above the 'Attachments' grid.
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Note: This functionality is for general user access and allows users to read articles and identify errors, if they find them. Users cannot add, edit, or delete items from the Articles grid. For more information on managing articles, see article, Article Management in the Knowledgebase'.
Navigate to the Knowledgebase Articles grid (2024.1) Knowledgebase by clicking on the Knowledgebase icon in the 'Main' tab and clicking on the node labeled 'Articles'.
Double click on any of the articles in the grid to open the item's content (see image below).
Using the controls at the bottom of the form, users can navigate from article-to-article (using the 'Prev' and 'Next' buttons) and report an error (click the 'Report an Error' button and enter a brief description of the error in the text box). Errors reported in the Articles grid are addressed by users in the Article Management grid (Section Adding a New Article).
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If a User encounters an error in an Article they can report that error with this form. This error message will be sent in an Email to a SysAdmin to notify them of the error that is in the Article so that it can be addressed.
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