In Lightning Knowledge page layouts, actions are shown or hidden based on the article’s publication status. In Knowledge home, bulk actions appear on all list views for users with the appropriate permission.
Required Editions
| Available in Lightning Experience. View supported editions. |
An article's publication status, along with user permissions, determines the availability of knowledge actions.
| Action | Description | Record Status |
|---|---|---|
| New | Create an article. | Knowledge home only |
| Clone | Create a new article from an existing one. Copy the fields you select and, optionally, attached files. | Draft, Published, and Archived |
| Edit | Edit a draft article. | Draft |
| Edit as Draft | Create a draft from a published article. If a draft exists, you don’t see this button. | Published |
| Assign | Change the Assigned To field for an article or translation. | Draft |
| Publish | Publish a draft article. When you publish a primary-language article, any translations in the publication queue are also submitted. | Draft |
| Delete Draft | Permanently delete drafts of primary-language or translated articles. You can’t recover deleted drafts. | Draft |
| Delete Article | Delete an archived article. | Archived |
| Change Owner | Set the article version's owner. The owner can be a user or a queue. Owners must have permission to read articles. | Draft |
| Change Record Type | Assign a new record type. This action can affect the page layout and available fields. | Draft |
| Archive | Archive a published article. Archive translations by archiving the primary-language article. | Published |
| Restore | Restore a draft from an archived article. You can restore the latest version of an archived article. You can also restore past versions of published articles from the record page while viewing the version you want to restore. | Archived |
| Submit for Approval | Send the article for approval and assign an approver. Approvals must be enabled. | Draft |
| Submit for Translation | Submit the article to the translation queue or assign to a user. Multiple languages must be enabled. | Draft, Published |
These bulk actions are available in Knowledge home:
- Assign
- Archive
- Delete Draft
- Delete Article
- Publish
- Restore
- Submit for Translation