You are here:
Create Article Types in Knowledge for Health Cloud
Article types are the first step in creating the articles used to display protocols. An article type defines the structure and the types of content an author can add to an article or a protocol.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create, edit, or delete article types: | Customize Application AND Manage Salesforce Knowledge |
Health Cloud uses the power of Salesforce Knowledge to let you author and manage the article types that you use for protocols or educational articles.
Before creating the article that contains a protocol, the author has to select an article type. Article types, such as protocols, FAQs, and tutorials, provide the format and structure to control how an article displays for each audience, known as a channel. For each article type, you can create custom fields, customize the layout by adding or removing sections and fields, and choose a template for each channel. You can also create workflow rules and approval processes to help your organization track and manage article creation and publication.
- From Setup, enter Article Types in the Quick Find box, then select Knowledge Article Types.
- Click New Article Type or edit an existing article type.
-
Enter the information for the following fields:
Field Description Label A name used to refer to the article type in any user interface pages. Plural Label The plural name of the object. If you create a tab for this object, this name is used for the tab. Gender If it’s appropriate for your organization’s default language, specify the gender of the label. This field appears if the organization-wide default language expects gender. Your personal language preference setting does not affect whether the field appears. For example, if the organization’s default language is English and your personal language is French, you are not prompted for gender when creating an article type. Starts with a vowel sound If it is appropriate for your organization’s default language, check if your label must be preceded by "an" instead of "a". Object Name (Read only) A unique name used to refer to the article type when using the API. The Object Name field can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Description An optional description of the article type. A meaningful description helps you remember the differences between your article types when you are viewing them in a list. Track Field History (Optional) Select this option to track the full history of an article and its versions. The system records and displays field updates, publishing workflow events, and language versions for the primary article and any translations. Deployment Status Indicates whether the article type is visible outside Setup. In Development means that article managers can’t choose this article type when creating articles. Only select Deployed after you are done creating the article type. - Click Save.
- In the Fields section of the Article Type definition, click New.
-
On the New Custom Field page, select Text Area (Rich).
The Rich Text Area field lets authors enter formatted text, add images, videos, and links. The fields hold up to 131,072 characters on separate lines.
- Click Next.
- Enter a field label. The field name is populated based on the field label you enter. Ensure that the custom field name is not identical to any standard field name for that object.
- Enter any field attributes, such as Description, and click Next to continue.
- Set the field level security to determine whether the field is visible and editable or read only for specific profiles, and then click Next. Field-level security allows you to control which fields are visible in different channels.
- Ensure that the field Yes, add this custom field to the layout is selected so that the rich text field is included in the page layout.
- Click Save to finish or Save & New to create more custom fields.
- Optionally, rearrange your custom fields on the article-type layout.
