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Merge pull request #21 from zammad/private-rl/knowledge_base
Add Knowledge Base article
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Knowledge Base | ||
============== | ||
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Manage, edit, and reorganize knowledge base articles from the **knowledge base** panel. | ||
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.. note:: **🤔 Huh? I don’t see “Knowledge Base” in the menu...** | ||
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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. | ||
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Getting Started | ||
--------------- | ||
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.. figure:: /images/extras/knowledge-base-preview.png | ||
:alt: Knowledge Base Preview Mode | ||
:align: center | ||
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The knowledge base panel begins in **Preview Mode**. | ||
With some small exceptions, | ||
Preview Mode shows what the published knowledge base will look like. | ||
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.. figure:: /images/extras/knowledge-base-link-to-public.png | ||
:alt: Knowledge Base Link to published knowledge base | ||
:align: center | ||
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Use the **↗️ button** in the top toolbar to see the published knowledge base. | ||
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.. figure:: /images/extras/knowledge-base-edit.png | ||
:alt: Knowledge Base Edit Mode | ||
:align: center | ||
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👆 In Edit Mode, use the righthand menu to navigate through the knowledge base. | ||
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Use the **“Edit” button** in the top toolbar to switch into **Edit Mode** (and back again). | ||
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.. note:: **🤔 Huh? I don’t see an “Edit” button...** | ||
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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. | ||
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Switching Languages | ||
^^^^^^^^^^^^^^^^^^^ | ||
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.. figure:: /images/extras/knowledge-base-switch-languages.png | ||
:alt: Switch languages | ||
:align: center | ||
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Use the language menu to view or edit translations of the current page. | ||
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.. hint:: 🚧 **What happens when a page hasn’t been translated into the selected language yet?** | ||
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in Edit Mode | ||
Untranslated pages are marked with a ⚠️ **warning sign**: | ||
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.. figure:: /images/extras/knowledge-base-missing-translation-edit.png | ||
:alt: Missing translation warning | ||
:align: center | ||
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in Preview Mode | ||
Untranslated pages are only visible to users with **edit permissions**: | ||
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.. figure:: /images/extras/knowledge-base-missing-translation-preview.png | ||
:alt: Missing translation warning | ||
:align: center | ||
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in the published knowledge base | ||
Untranslated pages are **always hidden**: | ||
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.. figure:: /images/extras/knowledge-base-missing-translation-published.png | ||
:alt: Missing translation warning | ||
:align: center | ||
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Editing Categories | ||
------------------ | ||
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.. figure:: /images/extras/knowledge-base-edit-category.png | ||
:alt: Edit category | ||
:align: center | ||
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.. hint:: 📁 If you relocate a category using the **Parent** menu, | ||
all of its articles and sub-categories will be relocated with it. | ||
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.. note:: 🗑️ Categories can only be deleted once **all of their articles and | ||
sub-categories** have been deleted or relocated. | ||
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Editing Answers | ||
--------------- | ||
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.. figure:: /images/extras/knowledge-base-edit-answer.png | ||
:alt: Edit answer | ||
:align: center | ||
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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! | ||
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.. tip:: 🤷 **Why are there three kinds of links?** | ||
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🔗 **Weblink** | ||
URLs pointing to other websites. | ||
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💡 **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:: | ||
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🙈 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: | ||
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+-------+--------------------------------------------------------+ | ||
| |grn| | **Public** (visible to everyone) | | ||
+-------+--------------------------------------------------------+ | ||
| |blu| | **Internal** (visible to agents & editors only) | | ||
+-------+--------------------------------------------------------+ | ||
| |gry| | **Draft/Scheduled/Archived** (visible to editors only) | | ||
+-------+--------------------------------------------------------+ | ||
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.. |grn| raw:: html | ||
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<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> | ||
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.. |blu| raw:: html | ||
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<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> | ||
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.. |gry| raw:: html | ||
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<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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Original file line number | Diff line number | Diff line change |
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@@ -38,3 +38,4 @@ Zammad Agent Documentation | |
/extras/chat | ||
/extras/caller-log | ||
/extras/profile-and-settings | ||
/extras/knowledge-base |