Help Document
Creating Article Types


    Administrators can create new or edit existing Article Types. Article Types allow the grouping of long-form text documents. Article Types can be configured to allow information security, comments, sharing on social networks, or require user login to read. Creating Article Types allows administrators to customize how groups of posts are viewed and interacted with by users. You can use article types to separate posts by topics for ease of access. E.g. Knowledge, Blog, Press etc.


    To create and edit Article Types, users must have the following permissions:

    • Administrator System Role


    1. In the Setup Home page, click Create > Articles.
    2. Select the Articles Tab, then click New.
    3. In the Name field, enter a name for the Article Type. (e.g. Internal Knowledge)
    4. The Path field sets the URL of your Article Type. You can enter a unique value.

      *NOTE: Changing a path value after Posts are published will break all links containing the original path value.

    5. Select which Article List the Article Type will be grouped into.
    6. In the Language dropdown, select the language of the article type.
    7. Enter a brief description of the type of posts
    8. Select the Status of the Article Type. If you want other users to see and interact with this Article Type, select Active. If you want to keep the Article Type private, select Inactive.

      *NOTE: If an active article type is changed to inactive it will no longer be searchable by users.

    9. Configure the following field:
      • Enable Comments: Check this option if you want to allow comments on Posts. Select who will receive new comment notifications. You can search by username or email address.
      • Comment Moderation: Check this option if you want to allow administrators/publishers to approve, deny or delete comments received on posts within an article type.
      • Word Verification: Check this option if you want users to complete a CAPTCHA before they can post a comment to a post. Use this feature when your Article Type is publicly shared on the Internet.
      • Enable Version Control: Check this option if you want to track version history for your posts within the article type.

        *NOTE: Once version control is enabled, it cannot be disabled.

      • Do not track Subscribers: Select this option if you do not wish to enable Subscription.
        All users who explicitly subscribe: Select this option for new users to opt-in themselves as a subscriber by clicking on the "Subscribe” button.
        All users with access are considered as subscribers: Select this option to default all users with access to the Article Type as subscribers with the option to "Unsubscribe".
      • Page Size: Select the number of posts that will show up on a list view of the article type.
      • Enable Post Tags: Enabling Post Tags allows users to view all the posts within the article type grouped by relevant tags within the post. Only posts users have security access to see will be shown in their searches.
      • Disable Social Sharing: Check this option if you want to remove social sharing buttons from your articles.
      • Enable Rating: Check this option to allow users to rate a post while reading it. This is useful to receive feedback and see how helpful the article is.
      • Require Login: Check this option if you want visitors to login before reading the post. By default, users can read all Posts. Enabling this option allows public visitors to see a snapshot of the posts in a listview but requires them to login to have access to the full document or interact with the post.
    10. Click Save.

    << See the Articles Checklist | Managing Article Types >>