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Create a knowledge article template

Knowledge article templates help knowledge authors simplify the process of creating knowledge articles. Templates also help authors maintain consistency in branding, language, and structure.

When an author chooses a template to create an article, certain fields in the template are prepopulated with values, so the author can focus on the main content of the article.

Create a template

Create knowledge article templates by defining the necessary fields such as Language, Title, Keywords, and Subject.

  1. In Field Service, go to Settings > Knowledge management > Knowledge article templates and select New.

  2. Choose a language and select OK.

  3. Enter a name for the template and owner.

  4. Under Article Data, enter the values for the required fields that you want to prepopulate when the template is selected.

  5. Under Content, establish a structure to use for any knowledge article created from this template.

    Screenshot of a Field Service knowledge article template

  6. Select Save & Close.