Salesforce Docs Portal

Assign Article Actions to Public Groups

Article actions let support reps participate in the article publishing process. By default, all article actions are assigned to users with the “Manage Articles” user permission. Support reps can complete an action as long as they have the correct article type permission. You can control article action access by assigning public groups to article actions and adding support reps the relevant public groups. To further restrict actions like publishing, you can create approval processes that allow support reps to publish only those articles that have specific validation statuses. For example, many contributors can write many articles but you can create an approval process so no articles are published until they are reviewed and validated by a qualified author.

Required Editions

Available in Salesforce Classic. View supported editions.
User Permissions Needed
To create public groups and assign them to article actions:

Customize Application

AND

Manage Users

AND

Manage Salesforce Knowledge
Note
Note Although you can add any user to a public group, only support reps with the “Manage Articles” user permission and the appropriate object permissions can perform article actions.

This table summarizes the article type permissions that are required for each article action.

Article Action Create Read Edit Delete
Publish Articles checkmark checkmark checkmark checkmark
Archive Articles checkmark checkmark checkmark checkmark
Delete Articles   checkmark checkmark checkmark
Edit Published and Archived Articles   checkmark checkmark  
Submit Articles for Translation checkmark checkmark checkmark  
Publish Translation checkmark checkmark checkmark checkmark
Edit Translation checkmark checkmark checkmark  
  1. From Setup, enter Knowledge Article Actions in the Quick Find box, then select Knowledge Article Actions.
  2. Click Edit.
  3. For the action you want to assign, select the appropriate radio button and choose a public group.
    If you don't modify an article action, all support reps with the “Manage Articles” permission can perform that action.
  4. Click OK and then click Save.
Note
Note Article action assignments are ignored when updating an article through SOQL.

See Also