Your knowledge base content is subject to change. Perhaps your internal policies have been updated or the software you are documenting has undergone a major change to its interface.
You will need to update your knowledge base content and it can be really daunting to do those edits in the already published article.
You can create specific, distinct versions of an article or custom content category over time, to reflect changes to the content. Versions are basically a permanent snapshot you create of the article at a given time. Only one version of an article is published in your knowledge base at a time.
With versions, you can:
- Create different Versions of your articles (minor, major, or custom numbering).
- Make updates/edits in the new version rather than the currently published version.
- Publish the new version in place of your existing article once the version is ready to go.
- Add editorial notes for each version to summarize what has changed or provide editorial feedback.
Some of the benefits of using versions include:
- New versions begin in an unpublished status, so you can make as many edits as you want to that version instead of the currently published article. This means your readers never stumble across an in-progress edit.
- Versions allow you to create an updated article ahead of time and then publish the new version to coincide with a software release or policy update.
- Older versions can serve as back-ups and will allow you to easily reference historical content--particularly helpful if you accidentally removed a section you still need or need to provide an audit history of previous documentation versions.
- Unlike revisions, versions are stored for as long as you'd like them to be.
- You can add version notes to summarize changes that were made or track content reviews.
- You can create versions for both articles and custom content categories.
Generally, people use versions to:
- Keep an audit history of different versions of content used over time
- Provide version control for their documentation
- Match documentation updates to real-world updates (such as releases, etc.)
- Prepare updates for published content without having to instantly publish them
Do not use versions for:
- Tracking every tiny change to an article
- Tracking every person who's edited an article over time
For Version Control: When you create a new version, it takes a copy of the current version to use as a starting point. Any edits you make to one version don't impact another.
For releasing updates to an already-published article when you choose: You can also wait to publish a new version until all editing and review is done--this can be a great way to prep documentation updates ahead of major company announcements, rebranding, product releases, a new school year, etc. without impacting the current published article.
For allowing a review of updates to a published article before they are published: Since you can also control which users can create versions and who can publish them, versions can be a great way to allow folks to edit and update articles without giving them access to edit a currently-published article.
At this time, we do not have an automatic version comparison that will highlight the differences between versions, like we do for revisions. For now, you'd need to manually compare versions or have detailed Version Notes highlighting the differences.
All versions for an article are stored in the Versions section of the righthand panel of the article editor:
The current active version appears in the Active Version section.
Use the All Versions section to see a list of all versions and navigate between them. The version you're currently viewing will appear in black; click the hyperlink of another version to view that version.
Once you've opened a version, make all your changes and save them just as you would a regular article or custom content category. No changes in non-active versions will be visible to your readers unless you activate that version.
To create a version for an article or custom content category:
- Open the article or custom content category in the editor.
- Click the Create a new version button in the Versions section of the right hand column.
- This will open a dropdown where you can select the Version you'd like to use. If this is your first time creating a version for this article, the current live article will be version 1.00. Selecting Minor Version (+0.01) or Major Version (+1.0) will create the new numbered version automatically numbered. You can also select Custom to enter your own version.Pro Tip: Minor Versions are great for small updates (text changes, new screenshots, etc.).
Major Versions are great for large updates to your content (an internal policy change or a major software release).
- Once you've made your selection, click the Create button.
- This will create a new version by taking a copy of the current version. Once your new version is created, you will automatically be taken to the new version to perform your edits. You can toggle between different versions by clicking on the version number. All versions are displayed in reverse chronological order (with the most recent at the top).You'll see a badge showing which version is currently Published and which version you are currently Viewing. For unpublished articles (draft, deleted, etc.), an Active badge will let you know which version would be active when you published the article:
You can make as many changes to the new version as you'd like. They won't show until you Activate this version.
For each version of an article or custom content category, you can also add Version Notes.
This field is a free-form text field. You can use it to add notes about the content, what's changed between versions, or provide editorial feedback to other content authors in the version Note field. Version Notes are only visible in the article editor:
These notes are tied to the particular version, so you'll see different notes for each version. The text field can hold a large amount of text, and you can use the scrollbar on the right or drag the lower right corner to view additional notes:
When you're ready, you can "activate" a new version. The active version:
- Is the default version opened in the editor
- Is the version that readers will see if the article is currently published or when it is published
- Is listed as the active version in the Active Version section of the editor
- Has the "Published" or "Active" callout next to it in the versions list (Published is used when the article has a Published or Needs Review publishing status; Active is used when it has a Draft, Ready to Publish, Rejected Draft, or Deleted publishing status)
To activate a new version:
- Open the version you'd like to activate.
- In the upper righthand column, check the Activate this version box in the Version Status section.
- Then click Save.
You can delete a version in two ways. If you're currently viewing the version you'd like to delete:
- Check the box next to Delete this version in the upper right.
- Save the article.
From any other version, you can also click the red X to the left of other non-published versions to delete them:
This will open a pop-up to confirm you meant to delete this version. Click OK to complete the deletion.
If you'd like other KnowledgeOwl users with access to the editor to review your version, you can use a two-step workflow:
- Editing users mark the version as Ready for Review
- Reviewing users can use a Manage Articles filter to view a list of articles with versions ready for review, open them, and provide feedback or activate them.
Mark version as Ready for Review
When a version is ready to be reviewed:
- Be sure you have the correct version open in the editor.
- Click the Ready for review checkbox.
- Then Save.
This will add a Ready badge to the version:
Use Manage filter to view a list of versions ready for review
Reviewing users can then view a list of articles ready for review:
- Go to Knowledge Base > Manage.
- Create a custom Manage filter with the Versions ready for review checkbox checked. You can use any combination of other filters (such as date, author, etc.). For example, this filter will pull all articles with versions ready for review that have a Published or Needs Review publishing status:
- Save your filter to view the list.
- You can also export the Manage Articles filter output to CSV--articles with versions ready for review will show TRUE in the "New Version Ready to Publish" column.
While the in-app version review process can work well if all of your reviewers are also KnowledgeOwl users, it's quite possible you have reviewers or subject matter experts who don't have user access to the KnowledgeOwl app.
Or you might want reviewers to be able to see that version they're reviewing live in the full knowledge base, so they can see how it will look to your readers.
This is what the Make Visible to Groups option is for: it allows you to publish a new version of an article to only specific reader groups accessing your knowledge base, so they can view that version as it will appear when it's fully published.
How it works
The Make Visible to Groups setting only appears in the righthand panel of the editor between the URL Redirect and Restrict to Groups sections. It only appears in the editor when you're viewing a not-active version. It shows all the reader groups you have in your knowledge base:
When you check one of the boxes next to a group in the Make Visible to Groups section and save, this article version becomes available in your knowledge base to those groups:
- In the Table of Contents, under the currently published version, with the version number added to the end of the title. For example:
- Via direct URL link. Once you add one or more groups in Make Visible to Groups and save, you'll see hyperlinks in the message at the top of the version that will allow you to:
- Copy Version Link: copies the URL for this particular version to your clipboard, so you can paste it somewhere else (like an email, a note, etc.)
- View Version: Will open the knowledge base to this version in a new tab (basically the same place you'd get to by clicking the link in the Table of Contents screenshot above).
This version will only be accessible by readers in the groups you select in Make Visible to Groups.
Once you activate this version, the Make Visible to Groups section disappears entirely and the regular Restrict to Groups permissions apply.
We were hoping you wouldn't ask this, as it's not an easy question to answer. The short answer is: yes, revisions are automatically stored for some versions. But the long answer is: it's complicated.
We track the ten most recent revisions to an article automatically. When you create an article, that is automatically created as Version 1.00. As long as you continue with Version 1.00, revisions will be tracked on that version.
Once you create more than one version, we track revisions for the currently active version only.
After a version is activated, it continues to hold the revisions it had from when it was activated (max of 10).
Let's look at an example to see how this plays out:
Linus has an article called "Learning to Fly" which he has published. By default, this has only one version: Version 1.0.
- Revisions for Version 1.0 are tracked, up to a maximum of 10
Linus needs to make some updates, so he creates a new minor version, Version 1.1.
- Revisions for Version 1.0 will still be tracked, since it is still the current active version
- Revisions for Version 1.1 will not be tracked because it isn't activated yet
Linus continues to save changes to Version 1.1 but has not yet activated it.
- Those changes will not be tracked as revisions, because Version 1.1 has not yet been activated
- Any revisions to Version 1.0 would continue to be tracked
Linus activates Version 1.1.
- From activation onward, revisions for Version 1.1 will be tracked
- No further revisions for Version 1.0 will be tracked
- The historical record of the last 10 revisions for Version 1.0 will still appear if I view Version 1.0 in the editor; they will not appear when I view Version 1.1 in the editor