A page layout determines which fields support reps can view and edit when entering data for an article. It also determines which sections appear when users view articles. You can customize the fields, actions, and related lists for each record type and user profile with page layouts.
Required Editions
| Available in Lightning Experience. View supported editions. |
| User Permissions Needed | |
|---|---|
| To customize page layouts: | Customize Application |
You can use a page layout to customize fields, actions, and related lists for each record type and user profile. For example, when sensitive data is involved, you can customize a page layout by user profile. Then only support reps assigned the user profile can see sensitive fields in the article.
Consider these tips when you configure page layouts for Knowledge.
- Authoring actions that you add to the Salesforce Mobile and Lightning Experience Actions section of the page layout appear in the highlights panel on record pages in Lightning Experience and the Salesforce mobile app.
- To use inline edit with Knowledge, add the Publication Status field to your
standard page layout. The Publication Status field must be in the standard
page layout, not in a compact layout. However, the field can appear in both
the standard and compact layouts.
Tip If the Publication Status field is in a collapsed layout section, you must expand the section to load the edit icons before you can use inline editing. To increase the accessibility of inline editing, add the Publication Status field to a layout section that is likely to always be open. - The Title and URL Name standard fields are required. You can’t remove them from the layout.
- To control which audiences can view an article, add these fields to the page layout: Visible in Internal App; Visible to Customer; Visible to Partner; and Visible in Public Knowledge base. The fields appear as checkboxes in the record.