How do I create FAQ/KnowledgeBase templates?

How do I create FAQ/KnowledgeBase templates?

To create an FAQ/KnowledgeBase template go to “Setup” > “Asset Management” > “Templates”.



On the “Templates” page, click on the drop-down button and select "FAQ/KnowledgeBase", and then click "Create".



On the “Info” step, add a name, description, and filters to the template as needed. After that, click on “Next”.



If you’d like to add a custom thumbnail graphic, upload an image for the template in the “Settings” step.



Under Step 3: The “FAQs/Knowledge Base Editor” will allow you to add the content for your FAQ or Knowledge Base article.



Notes

(Notable) Editor Functions:

A. Text Formatting

B. Insert Links, Images, Automatic Personalization Code, Anchor Names, and Videos

C. Enter Web/SEO Information


When you have finished adding your content, click "Save" and then "Next".



Use the tabs to view the permission settings for individual users, groups, and organizations. Click and drag on the blue bars to edit these settings as needed. When you are done, click "Finish".




Knowledgebase Editor - Cell Border Radius Configuration

A new enhancement has been introduced to the Knowledgebase Editor that allows users to customize the Border Radius of cells. This provides greater flexibility when designing and formatting Knowledgebase content, enabling rounded corners for a more polished and modern layout.

 

Notes
Key Highlights

  • Border radius can be applied to individual cells within Knowledgebase templates.

  • Accepted values range from 1 to 20 pixels.

  •  Changes can be reviewed in the Preview section before saving.

 

Info
How to Configure Border Radius

  1. Open the Knowledgebase Editor (setup/templates/templates and click on the KB editor folder).

  2. Select the desired cell.

  3. Click Cell Properties.

  4. Select the Settings icon.

  5. Locate the Border Radius field.

  6. Enter a value between 1 and 20 pixels.

  7. Preview the changes and save the updates.

 

Idea
Behavior

  • The Border Radius value can be set between 1 and 20 pixels.

  • Changes are reflected immediately in the Preview section, allowing users to review the appearance before saving.

  •  The applied border radius affects the appearance of the selected cell, enabling rounded corners for a more polished design.

 


Info
Benefits

  • Provides greater design flexibility when formatting Knowledgebase content.

  • Enables rounded corners for a more modern, polished appearance.

  • Allows immediate visual review through the Preview section before saving.

  • Supports cell-level customization for precise layout control.

  • Helps align Knowledgebase templates with organizational branding standards. 


Notes

Conclusion

The cell border radius enhancement in the Knowledgebase Editor gives users finer control over template design. With a configurable value range and immediate preview feedback, administrators can create visually refined Knowledgebase layouts that better reflect their organization's design standards without requiring custom code.


Knowledgebase Templates - Version Management


A new Versioning feature has been introduced for Knowledgebase Templates, allowing administrators to create and manage multiple versions of a template. This makes it easy to maintain different revisions and switch between them without recreating the template.

 

Info
Key Highlights

  • Multiple versions can be created for the same Knowledgebase template.

  • Versions are managed from a dedicated Versions page.

  • Any version can be set as the active template at any time.

 

Idea
How to Create a New Template Version

  1. Create and save a Knowledgebase Template.

  2. Open the template and click the More dropdown.

  3. Select Versions.

  4. On the Versions page, create a new version of the template.

  5. Save the new version.


You can create multiple versions of the same Knowledgebase template as needed.

 

Info
Managing Template Versions

The Versions page allows you to:

  • Create multiple versions of a Knowledgebase template.

  • View all available versions.

  • Delete versions that are no longer required.

  • Set a version as the active template by clicking Make Active.

 

Notes
Active Version Behavior

  • The first version of the template is automatically marked as Current Active.

  • To use a different version, click Make Active next to the desired version.

  • Once activated, the selected version becomes the default template and will open in the Knowledgebase Editor for future editing.

 

Info
Benefits

  • Enables revision management without recreating templates from scratch.

  • Allows administrators to switch between versions quickly as requirements change.

  • Preserves earlier template designs for reference or rollback.

  • Supports safe experimentation with new designs while keeping a stable active version.

  • Reduces administrative effort in maintaining multiple template variations.

 

Idea
Conclusion

The Versioning feature for Knowledgebase Templates gives administrators a structured way to manage template revisions over time. By supporting multiple versions, easy activation, and version deletion, the enhancement enables safe iteration on template designs while ensuring the correct version is always available for use in the Knowledgebase Editor.