Create or Edit an Article

Create or Edit an Article

From the left quick launch bar, click “New Article” under “articles and follow the steps in the table below.


Or, to edit an article, open the article and click the “Edit Item” button in the top ribbon.


Step Column Name Description
1. Article Title: Enter a name for the article. This is a required field. draft1.png
2. Related Articles: Add other articles that are related to this new article, if applicable. Click the related articles, then click Add. Click Remove to delete a related article.
3. Article Keywords: Enter keywords that you want to be associated with the article, such as “SharePoint 2010,” “installation” or “troubleshooting”.
4. Article Type: Select the type of article.
5. Related External Links: Enter any related links to this article. Hyperlinks can be added using the “Link” button on the “Insert” ribbon.
6. Article Status: Choose the article’s status, such as Draft, Under Review, Publish or Archived. Default status is configured under List Settings for “Bamboo KB Articles,” in the “Status” column.
7. Review Date: Enter a date, or click on the calendar icon, to select a review date.
8. Article Category: Choose one or multiple categories for the article. Click Add to add the categories; click Remove to delete them. Use the CTRL key to select multiple categories.
9. Article Text:

Enter the text for the body of the article or select a template from the dropdown menu. Learn more about managing templates.
You can save your article text as a template by using the “Save Template” button.

Use the Design option to edit in rich text format. Use the HTML option to edit in source code. Click Preview to view how the article will appear when it is submitted.

10. Tag Term: Choose tags to be applied to the article. These tags will allow the article to be searched via the Tag Cloud on the KB Client site.
11. Expiration Date: Enter a date, or click the calendar icon, when the article will expire. This ensures that the Knowledge Base remains up to date and current.
12. Mark as Sticky to make the article always appear at the top of list views that include the article.
13. Click Save.

Advanced Settings

Articles point to the Bamboo KB Articles List. To edit the columns used in the list, or to modify the options available in the list such as for Article Type, edit the list settings. To do this, navigate to the list by selecting All Site Content > Lists > Bamboo KB Articles. Use the ribbon to edit the list settings by selecting List > List Settings.