Add Custom Fields to Article Types

Create custom fields to store information that’s important to your articles. The only standard fields provided on article types are: Article Number, Summary, Title, and URL Name. At minimum, you want to create a field where authors can write the body of the article.

Required Editions

Available in Salesforce Classic. View supported editions.

User Permissions Needed
To create or change custom fields:	Customize Application AND Manage Salesforce Knowledge

Before you begin, determine the type of custom field you want to create.

Note Authors can view the URL Name when they create or edit an article. The URL Name doesn’t appear to end users viewing published articles.

1. From Setup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types.
2. Select an article type.
3. Click New in the Fields related list.
4. Choose the type of field to create, and click Next.
5. Enter a field label. The field name is automatically populated based on the field label you enter.
   This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
6. Enter any field attributes, such as Description, and click Next to continue.
   

   Note You can’t enter a default value for any custom field.
7. Set the field-level security to determine whether the field is visible and editable or read only for specific profiles, and click Next.
   Field-level security allows you to control which fields are visible in different channels.
8. Select the Dynamic Forms-enabled Lightning record pages that should include the field, then click Next.
   If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.
9. If you don’t want the field to be added automatically to the article-type layout, uncheck Yes, add this custom field to the layout.
10. Click Save to finish or Save & New to create more custom fields.
11. Optionally rearrange your custom fields on the article-type layout.

Note Creating fields can require changing many records at once. To process these changes efficiently, Salesforce might queue your request and send an email notification when the process has been completed.

Warning You lose your data if you convert a custom field on an article type into any other field type. Don’t convert a custom field on an article type unless no data exists for the field.

See Also

• Create Article Types
• Salesforce Knowledge Help and Resources