Knowledge Base Article
To create an article, enter the following information:
- Title. Enter the article's title.
- External Article. Check this box to indicate that this article will not only be available to Sugar Suite users but also to SugarPortal users.
- Status. From the drop-down list select one of the following:
- Draft: The article is still undergoing changes.
- Expired: The article is outdated.
- In Review: The article is being reviewed by the designated approver.
- Published: The article has been approved and is available to the assigned team.
- Revision. Enter the article's revision number. Typically, the revision number of a new article is #1.
- Status. Select the current status of the article from the drop-down list.
- Team. Enter the name of the assigned team or click Select to choose the team that will be allowed to access the article.
- Author. By default, you are the assigned author. However, you can click Select and choose a different user from the Users list.
- Approver. By default, the administrator is the reviewer. However, you can click Select and choose a different reviewer from the Users list.
- Expiration Date. Optionally, you can enter an expiration date for the article. After the expiration date, the article will not display in search results. External articles will not display in SugarPortal after the expiration date.
- Tags. Click Select to apply one or more tags to the article, or to create a new tag for the article.
- Enter the text of the article in the Body field. To use the HTML editor, click the HTML link in the toolbar.
- To create a tag or select an existing tag for the article, click Select/Create Tags.
- To attach a file to the article, enter the path to the file in the Attachments field or click Browse to navigate to the location of the file and select it.
- To embed an image, enter the path to the file in the Embedded Images field or click Browse to navigate to the location of the file and select it.
Click Save to save the article; click Cancel to exit the page without creating the article.