Step 5: Publish the Article
Purpose: Save an Article to be Viewed Publicly by Visitors to the Knowledge Base.
Note: Publishing the article for public consumption is generally accomplished by whomever has approval authority in a company.
Prerequisites: User has Change Article Status permission; Portal Views are enabled in Admin>Setup>Core/General>Settings - Contacts: Enable Portal Views
Steps:
Publish a Draft Article
- Publish the Draft to an Article - If you have a draft version that is ready for public view,
- ensure that the proper version is shown in the Drafts field, then click on the Publish button next to the Drafts field.
- The draft copy replaces the original article
- The original article is saved as the latest archive
Enable an Article to be viewed by anonymous visitors to the Knowledge Base
- Click Edit on the Article Button Bar
- In the Access field, select Public
- In the Status field, select Enabled
- Click Save
The article will now be visible to anonymous visitors.
Enable an Article to be viewed by authenticated visitors to the Knowledge Base
- If Public Authentication is required in Admin>Setup>Core/General>Settings, and there is no need to enable Portal Views, the process is the same as above. Visitors will simply have to login before they can see Public/Enabled articles.
Enable an Article to be viewed by Portal View visitors to the Knowledge Base
- Ensure Portal Views are enabled in Admin>Setup>Core/General>Settings - Contacts: Enable Portal Views
- Ensure Portal Views are created in Admin>Setup>Knowledge Base>Portal Views
- Click Edit on the Article Button Bar
- In the Access field, select Portal View
- In the Portal View field, select the Portal View to which this will be associated
- In the Status field, select Enabled
- Click Save
The article will now be visible to visitors who are configured to see the article's Portal View after they are authenticated.
Note: Intranet, Group and Private access levels cannot be seen publicly.