Create a knowledge base article

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create knowledge base articles for finance-related topics.

    Antes de Iniciar

    Role required: sn_fin_ops.admin, sn_fin_ops.specialist

    Procedimento

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations workspace, select the List icon (List icon)
    3. From the list page, navigate to Knowledge > Finance articles.
    4. Select New.
      Nota:
      In the current version, the New button to create a knowledge base article from the Finance Operations Workspace is non-functional. For information on a workaround, see the knowledge base article KB2097952.
    5. In the Create article dialog box, do the following:
      • From the Knowledge Base field, select Finance Case Management Knowledge Base
      • From the Article Template field, select Standard.
      • Select Create Article.
    6. On the Create New Knowledge form, fill in the fields.
      For more information on the form fields and descriptions, see Create knowledge base article form.
    7. Save the article.

    O que Fazer Depois

    Publish the knowledge article. For information, see Publish a knowledge base article.