Publishing a Knowledge Base Article

After you have created a knowledge base article, it is saved as a draft. When you submit the article, it is moved to the Unapproved article view so it can be reviewed by a customer service manager and either rejected or approved into the searchable knowledge base. A knowledge base article cannot be searched by other users until it is published. 

 

1. In CRM, in the Service area, click Articles.

2. Select the Unapproved Articles view from the view selector, and select the knowledge base article without opening it.

3. On the Articles tab of the ribbon, in the Actions group, click the Approve button.

4. In the dialog box, click OK.

5. Change the view back to the Published Articles view and verify the article is displayed there.

  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

How To Create A Knowledge Base Article

This article illustrates how to create a Knowledge Base within CRM 2011     1. Log into...

Creating a Report with the Report Wizard

The steps below will walk you through creating a report with the report wizard.       1. In...

Exporting Static Data to Excel Worksheets

Follow the steps below to export static data to Excel worksheets       1. In the workplace...

Activating and Renewing A Contract

This article explains how to activate and renew a contract.     Activating A Contract 1. In...

Assigning Accounts and Contacts to other Users

In addition to sharing records with other users, you can change the ownership of a record. Most...