Introduction
Aside from base-level fields, like "Short description", that are in all knowledge articles, the "How to" template for knowledge articles has two unique fields:
- Introduction
- Instructions
Please review the information below for details about these two fields.
NOTE: You may see other fields, depending on your group memberships.
Explanation
"Introduction" field
Use this field to optionally provide introductory text to the "Instructions" field. A well-crafted introduction should bring the reader into the perspective of the writer, build interest in the subject, and announce the topic. This content should be as concise as possible, reserving details for the "Instructions" field.
"Instructions" field
This is where the bulk of the info for your article should be located, such as numbered steps, screenshots, embedded videos, tables, and more.
Avoid having paragraphs that contain necessary actions that are not part of the numbered steps. For example, "IMPORTANT: Before beginning, ensure that you haveā¦" Just make the content its own step.
Create an outcome section to provide a conclusion to the action. Type the word "Outcome" on its own line and set it as HeadingĀ 4. Place the outcome details below it. Write the outcome in present tense whenever possible.
You may optionally upload the article content as an attachment, like a PDF or a Word document. If so, in the "Instructions" field, type "Please see the attached file(s)." Then, check the "Display attachments" checkbox. This should be used sparingly, as in most cases native articles provide a better experience for your audience.