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Add Knowledge Base article
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MrGeneration committed Jul 2, 2019
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Knowledge Base
==============

Manage, edit, and reorganize knowledge base articles from the **knowledge base** panel.

.. note:: **🤔 Huh? I don’t see “Knowledge Base” in the menu...**

This feature is **optional**; if you don’t see it in the main menu, that
means it’s not enabled yet. See the `admin documentation <https://admin-docs.zammad.org/en/latest/manage-knowledge-base.html>`_ for details.

Getting Started
---------------

.. figure:: /images/extras/knowledge-base-preview.png
:alt: Knowledge Base Preview Mode
:align: center

The knowledge base panel begins in **Preview Mode**.
With some small exceptions,
Preview Mode shows what the published knowledge base will look like.

.. figure:: /images/extras/knowledge-base-link-to-public.png
:alt: Knowledge Base Link to published knowledge base
:align: center

Use the **↗️ button** in the top toolbar to see the published knowledge base.

.. figure:: /images/extras/knowledge-base-edit.png
:alt: Knowledge Base Edit Mode
:align: center

👆 In Edit Mode, use the righthand menu to navigate through the knowledge base.

Use the **“Edit” button** in the top toolbar to switch into **Edit Mode** (and back again).

.. note:: **🤔 Huh? I don’t see an “Edit” button...**

By default, agents are **not permitted to create, edit, or manage knowledge base articles**.
If you wish to edit the knowledge base,
talk to your administrator about granting you the appropriate permissions.

Switching Languages
^^^^^^^^^^^^^^^^^^^

.. figure:: /images/extras/knowledge-base-switch-languages.png
:alt: Switch languages
:align: center

Use the language menu to view or edit translations of the current page.

.. hint:: 🚧 **What happens when a page hasn’t been translated into the selected language yet?**

in Edit Mode
Untranslated pages are marked with a ⚠️ **warning sign**:

.. figure:: /images/extras/knowledge-base-missing-translation-edit.png
:alt: Missing translation warning
:align: center

in Preview Mode
Untranslated pages are only visible to users with **edit permissions**:

.. figure:: /images/extras/knowledge-base-missing-translation-preview.png
:alt: Missing translation warning
:align: center

in the published knowledge base
Untranslated pages are **always hidden**:

.. figure:: /images/extras/knowledge-base-missing-translation-published.png
:alt: Missing translation warning
:align: center

Editing Categories
------------------

.. figure:: /images/extras/knowledge-base-edit-category.png
:alt: Edit category
:align: center

.. hint:: 📁 If you relocate a category using the **Parent** menu,
all of its articles and sub-categories will be relocated with it.

.. note:: 🗑️ Categories can only be deleted once **all of their articles and
sub-categories** have been deleted or relocated.

Editing Answers
---------------

.. figure:: /images/extras/knowledge-base-edit-answer.png
:alt: Edit answer
:align: center

The knowledge base editor comes equipped with the same **rich text editing capabilities**
available in the Zammad ticket composer. That means you can use the same :doc:`keyboard shortcuts </advanced/keyboard-shortcuts>` to insert formatted text, bullet lists, and more. You can even add file attachments and links!

.. tip:: 🤷 **Why are there three kinds of links?**

🔗 **Weblink**
URLs pointing to other websites.

💡 **Link Answer**
| Internal references to other knowledge base answers.
| (Will not break if destination URL changes.)
📋 **Linked Tickets**
| Internal references to Zammad tickets.
| (Visible only in Preview and Edit Modes.)
.. hint::

🙈 Set the **visibility** of an answer to control who can see an article,
or schedule it to be published at a later date.
Articles are **color-coded** according to their visibility:

+-------+--------------------------------------------------------+
| |grn| | **Public** (visible to everyone) |
+-------+--------------------------------------------------------+
| |blu| | **Internal** (visible to agents & editors only) |
+-------+--------------------------------------------------------+
| |gry| | **Draft/Scheduled/Archived** (visible to editors only) |
+-------+--------------------------------------------------------+

.. |grn| raw:: html

<svg xmlns="http://www.w3.org/2000/svg" viewBox="30 30 40 40" width="25" height="25" style="fill: #38ad69"><path d="M57,36.39c0-.55.32-.69.71-.3L61,39.3c.39.38.26.7-.29.7H58a1,1,0,0,1-1-1ZM37,63V37a3,3,0,0,1,3-3H53a1,1,0,0,1,1,1v5a3,3,0,0,0,3,3h5a1,1,0,0,1,1,1V63a3,3,0,0,1-3,3H40A3,3,0,0,1,37,63Z"/></svg>

.. |blu| raw:: html

<svg xmlns="http://www.w3.org/2000/svg" viewBox="30 30 40 40" width="25" height="25" style="fill: #3da8f5"><path d="M57,36.39c0-.55.32-.69.71-.3L61,39.3c.39.38.26.7-.29.7H58a1,1,0,0,1-1-1ZM37,63V37a3,3,0,0,1,3-3H53a1,1,0,0,1,1,1v5a3,3,0,0,0,3,3h5a1,1,0,0,1,1,1V63a3,3,0,0,1-3,3H40A3,3,0,0,1,37,63Z"/></svg>

.. |gry| raw:: html

<svg xmlns="http://www.w3.org/2000/svg" viewBox="30 30 40 40" width="25" height="25" style="fill: #adadad"><path d="M57,36.39c0-.55.32-.69.71-.3L61,39.3c.39.38.26.7-.29.7H58a1,1,0,0,1-1-1ZM37,63V37a3,3,0,0,1,3-3H53a1,1,0,0,1,1,1v5a3,3,0,0,0,3,3h5a1,1,0,0,1,1,1V63a3,3,0,0,1-3,3H40A3,3,0,0,1,37,63Z"/></svg>
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1 change: 1 addition & 0 deletions index.rst
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Expand Up @@ -38,3 +38,4 @@ Zammad Agent Documentation
/extras/chat
/extras/caller-log
/extras/profile-and-settings
/extras/knowledge-base

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