Note

 

This documentation supports the 20.15.01 version of Remedyforce.

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Enabling users to check out published knowledge articles for editing

To enable users to check out published knowledge articles for editing while continuing to display the published content to other users, you must add the Check Out button on the Knowledge Article page. To configure the checkout functionality for a specific article type, you must edit the corresponding page layout of the Knowledge Article object. For example, to configure the checkout functionality for the FAQ article type, you must edit the FAQ page layout of the Knowledge Article object.

Note

To check out and update published knowledge articles, you must grant users the Remedyforce Knowledge User permission. For more information, see Enabling users to publish, retire, or check out a knowledge article.

To enable users to check out published knowledge articles for editing

  1. Navigate to Setup > Create > Objects > Knowledge Article.
  2. In the Page Layouts section, in the Action column, click Edit for the page layout to which you want to add the checkout functionality.
  3. To add a new section for the checkout functionality perform the following steps:
    1. In the left column of the palette, click Fields.
    2. Select and drag Section to the appropriate location on the Knowledge Article page.
    3. In Section Name, enter an appropriate name for the section, such as Article Checkout.
    4. Select the appropriate section layout and tab order, and click OK.
  4. In the left column of the palette, click Visualforce Pages.
  5. Select and drag KM_ActionToolBar to the appropriate location on the Knowledge Article page.
  6. To configure the dimensions for the KM_ActionToolBar page, perform the following actions:
    1. For the KM_ActionToolBar page, click .
    2. In the Visualforce Page Properties window, in the Height (in pixels) field, enter 100.
  7. Click Save.
  8. Repeat step 2 to step 7 for each page layout to which you want to add the checkout functionality.

Related topic

Knowledge management

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