Servicely Capability
Knowledge Management
Knowledge fields and their behaviour
1 min
field label field type field behaviour purpose approvals multiple reference related list (workflow tasks) the list of approvals and the status against a knowledge article archive on source record closure boolean (radio button) visible only if source record is populated sometimes automatically set when created from another record when the source record has been closed, this will flag whether this article is automatically archived once the source record has been closed (assuming the source record is from a table extended from the work table) archived date date and time read only automatically set every time a record enters the status of "archived" the date and time that an article has last been archived author reference (user table) defaults to the user creating the record mandatory only active users can be selected this provides the ability for the author to consistently read the article they have created and are seen as the user who is responsible to create and edit an article auto archive date date and time this is the date that an article is automatically archived once this date and time combination has passed this is done via a job in the system that checks every hour for any article passed its auto archive date classification reference (classification table) always mandatory only selectable and where the table is knowledge classifications can be selected this is used to assist in classifying knowledge articles to help with reporting and also displays on the sofi ui when being searched on content html mandatory if type is "standard" the main content of a knowledge article that is displayed when the type is of type "standard" federated document url url mandatory and visible if type is "federated url" used as the url that the user is directed to when an article is of type "federated url" and the article is being accessed via sofi highlight boolean (radio button) this is used as a way to query certain records to help them show up on a dashboard or otherwise by default, highlighted articles show up on the self service portal homepage highlight expiry date date and time only visible if highlight is true this will automatically un highlight an article once the date and time has passed this is done via a job in the system that checks every hour for any article that is passed its highlight expiry date knowledge base reference (knowledge base table) always mandatory depending on the knowledge base that has been selected for a knowledge article will depend on the visibility, approval or editing capabilities of the article more information regarding this can be seen on the other knowledge related pages knowledge source choice values direct hr case incident itsm request problem read only automatically set this is the source of a knowledge article that highlights the source of the article and can be used for reporting purposes metadata list this is a list of keywords that can be used to assist with searching for knowledge records via sofi this will increase the possibility of articles coming up when their metadata has been searched on publication date date and time read only automatically set every time a record enters the status of "published" the date and time that an article has last been published reference number auto sequence (prefix is know) read only automatically set display value used as a unique reference to a knowledge article and its display value reviewer multiple reference (user table) only active users can be selected these are the users who are seen as responsible to review an article there is no real automation behind it, other than being used for the "articles awaiting my review" menu item source record generic reference read only automatically set visible only if populated this is used to highlight what record this record originated from if this article has this value populated and the archive on source closure record is true, the article will automatically archive once the source record closes (assuming it is a record is on a table that is extended from the work table) summary string mandatory used as the summary provided by sofi when being searched for via sofi title string mandatory used as the title of an article which will come up as its title via sofi type choice values standard federated url always mandatory defaults to "standard" this designates what happens once an article has been accessed via sofi version string allows users to enter a version of an article, which is used for informational purposes only