Administration → Serena Request Center → Configuring Request Center → Configuring the Knowledge View → Creating Article Templates

Creating Article Templates

Knowledge Management includes a standard article template that by default contains a single section and formatting for the Section 1 label. An HTML editor is available so that article contributors can format article content.

To ease the article creation process, users who are assigned to any Knowledge Management role can create custom templates and associate them with different article types. Templates are primary items submitted into the Knowledge Management - Templates project. Once submitted, they are available for articles.

Once you create custom article templates, you can set them as default templates for projects. For details, refer to Creating Default Templates.

To create custom article templates:

  1. From Serena Work Center, submit a new item into the Knowledge Management - Templates project.
  2. Provide data for the required fields:
    • Article Title

      Used to name your template.

    • Article Type

      Used to associate the template with the article type. When contributors load a template for an article, the list of available templates is based on the article type. For details on creating article types, refer to Managing Article Types.

    • Article Summary

      Used to describe your template.

    • Section 1 Label

      Used to provide a default label and formatting for articles based on the template.

    • Section 1 Content

      Used to provide default content and formatting for articles based on the template.

  3. Provide default content and formatting for additional sections, if they are available.
  4. Submit the template.

By default, active templates are available to associate with articles. To remove a template, use the "Inactivate" transition.

Adding Sections to Templates

By default, article temples have a single section. You can add multiple sections.

To add sections to all article templates:

  1. Open the Knowledge Management process app in SBM Composer.
  2. On the Data Design table, select the Knowledge Management table, and then select the Allow Multiple Selections field.
  3. On the Attributes tab, set the default value to Yes.
  4. Deploy the process app.
Tip: You can also change the default value for the Allow Multiple Sections field in SBM Application Administrator. You may choose to do this if you create default templates as described in the following section and you want to use multiple sections for specific templates rather than all templates.

Creating Default Templates

You can create default templates are associated with a specific project. For example, you can create a project for all "How To" articles, then assign a default template for all articles submitted into that project.

To create a default template:

  1. Create a custom template, following the steps in Creating Article Templates.
  2. In SBM Application Administrator, create a project and assign it to the Knowledge Management workflow. For example, create a project named "How To."
  3. Select the Default Fields tab for the project, and then search for the Copy From Template field.
  4. Edit the field, and then on the Attributes tab, select your custom template from the Default Value list.
  5. Search for the Article Type field.
  6. Edit the field, and then on the Attributes tab, select an appropriate default value based on your default changes.
  7. Save your changes.

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