Perform Bulk Actions on Articles
Quickly update multiple articles at the same time.
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Bulk Actions
You can make the same changes to several articles at once using bulk actions in the Knowledge view. After you select the articles you wish to change, you can choose different actions to perform on those articles. Let's learn how!
Select Articles
- Bulk actions cannot be performed on all articles in your library so you will need to select a library, label, or sub-label by clicking on it in the Labels section. Once you've made your selection, you can use the search, filters, and sorting to narrow down the list of articles you wish to perform bulk actions on.
- Click the Select button at the top right of the article list.
- A checkbox will appear next to each article in your list. Click on the checkbox next to each article you wish to perform a bulk action on.
Click the Cancel button to go back to the default Knowledge view.
Actions
Now that you have articles selected, you can choose from any of the following actions.
- Update Labels
Change which labels and sub-labels the articles are added to. This action will remove any prior labels from the articles and only add the ones you select. This action can only be used to replace or add labels to articles, not remove all of them completely. Updating the labels of published articles will create a pending draft of that article. The labels will not update in the external library until the pending drafts are published.
- Click the Actions button, then click on Update Labels.
- Choose the labels and sub-labels you want to add these articles to, then click the Update button.
- Your articles have been moved! If you click on one of the labels or sub-labels you selected, you will see your articles in the list.
- Click the Actions button, then click on Update Labels.
- Update Access Controls
Change whether external articles are internal, public, or accessible by an organization in your partner ecosystem. Updating the access controls of published articles will create a pending draft of that article. The access controls will not update in the external library until the pending drafts are published.
- Click the Actions button, then click on Update Access Controls.
- Choose an access level and update any sharing or restrictions. When you are done, click the Update button.
- The accessibility of your articles has now been updated!
- Click the Actions button, then click on Update Access Controls.
- Add/Remove Products
Add the same products to multiple articles or remove products from articles that contain the same products. If the articles you selected contain different products, you will get a blank picklist allowing you to add the same products to all of the articles you selected.
- Click the Actions button, then click on Add/Remove Products.
- Add or remove products from the list or leave it blank to remove all products. When you are done, click the Update button.
- Your articles have been updated! The products you added will be listed in green on the article cards.
- Click the Actions button, then click on Add/Remove Products.
- Add/Remove Tags
Add the same tags to multiple articles or remove tags from articles that contain the same tags. If the articles you selected contain different tags, you will get a blank picklist allowing you to add the same tags to all of the articles you selected.
- Click the Actions button, then click on Add/Remove Tags.
- Add or remove tags from the list or leave it blank to remove all tags. When you are done, click the Update button.
- Your articles have been updated! The tags you added will be listed at the bottom left of the article cards.
- Click the Actions button, then click on Add/Remove Tags.
- Share with Organizations
Allow organizations in your ecosystem to view and comment on the articles you choose, within their Knowledge view. Your organization will always be listed by default. You will not be able to perform this action if any of the articles you select are set to internal.
- Click the Actions button, then click on Share with Organizations.
- Add or remove organizations from the list, then click the Share button.
- Your articles have been updated! The organizations you added will now be able to view and comment on these articles when they access the Knowledge view in CXME.
- Click the Actions button, then click on Share with Organizations.
- Unshare from Organizations
Remove the ability to view and comment on articles within CXME from specific organizations in your ecosystem. You will not be able to perform this action if any of the articles you select are set to internal.
- Click the Actions button, then click on Unshare from Organizations.
- Select the organizations you wish to unshare with, then click the Unshare button.
- Your articles have been updated! The organizations you removed will no longer be able to view or comment on these articles when they access the Knowledge view in CXME.
- Click the Actions button, then click on Unshare from Organizations.
- Publish
Quickly publish any articles that have pending drafts or are in draft status.
- Click the Actions button, then click on Publish.
- You will see a popup asking for confirmation. Click the Publish button.
- Your articles have been published!
- Click the Actions button, then click on Publish.
- Unpublish
Quickly unpublish any articles that are currently published
- Click the Actions button, then click on Unpublish.
- You will see a popup asking for confirmation. Click the Unpublish button.
- Your articles have been unpublished!
- Click the Actions button, then click on Unpublish.
- Archive
Move articles to archived status if you wish to keep them separate from editable draft articles.
- Click the Actions button, then click on Archive.
- You will see a popup asking for confirmation. Click the Archive button.
- Your articles have been archived!
- Click the Actions button, then click on Archive.