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Create Article Types
An article type controls how an article displays and what type of information of fields are included.
Required Editions
| Available in Salesforce Classic. View supported editions. |
| User Permissions Needed | |
|---|---|
| To create, edit, or delete article types: | Customize Application AND Manage Salesforce Knowledge |
- From Setup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types.
- Click New Article Type or edit an existing article type.
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Enter the article types details
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 is 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 is preceded by "an" instead of "a". Object Name (Read only) A unique name used to refer to the article type when using the Lightning Platform API. In managed packages, this unique name prevents naming conflicts on package installations. 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 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.
On the article type detail page:
- In the Fields related list, create or modify custom fields as needed.
- In the Fields related list, edit the article-type layout as needed to rearrange fields and create sections.
- In the Channel Displays related list, choose a template for the Internal App, Partner, Customer, and Public Knowledge Base.
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