Publish Views

In some situations, an article may contain information that pertains to different sets of audiences. Instead of requiring authors to create completely separate articles for each audience, individual sections can be tagged to only show the information that is relevant. Agents and website visitors with the correct user profiles can then read the article with the sections that apply to them. For more information, see Content Tagging.

Before tagging article content or assigning publish views for an article, it is recommended to consider if single-sourcing is necessary for your knowledge content. For more details, see Single Sourcing for Authors.

Publish views are sets of tags used by Knowledge managers and authors to generate multiple versions of the same article for display on the self-service portal. Publish views are used in conjunction with single-sourcing to tailor the content of an article to a specific audience by restricting access to an article’s version to users that possess the same tags. The process is as such:

An author tags different sections of an article’s content.
The author assigns one or more publish views.
The article is published.
The system generates a version of the article for each assigned publish view. Content that has been assigned tags is displayed with each matching publish view.

A default article view without conditional text can be created by assigning an untagged publish view to the article. If a user has access to more than one article version, they can switch between each while viewing the portal by selecting the tabs in the article content.

Publish views restrict article access automatically. Users that do not possess tags matching a publish view assigned to an article cannot view the article.

For example: An author has written an article with general information about the new model of tablets made by their company. There is a section of the article that only applies to the version of the tablet that can only connect to the internet through WiFi. The author has tagged that section with the WiFi tag and assigned the publish view with the WiFi tag to the article along with a default publish view. When the article is published, two versions of the article are created: one version has the section for WiFi tablets, while the other does not. Users who have the user profile with the necessary access tags can view the version of the article that applies to them.

Creating Publish Views

To create publish views:

Log in to the Administration Console.
From the Partition and Departments dropdown menu, select a department.
From the Navigation menu, browse to Personalization > Publish Views.
In the List page toolbar, click the New button.
On the Properties page, on the General tab, provide the following:
1. Name: Provide a name for the publish view.
2. Display name for portals: When publish views are assigned to an article visible on a knowledge portal, the display names are shown in the portal to users who can see more than one version of the article. This gives authors the option to use the Display name for portals when assigning publish views to articles.
3. Description: Provide a description for the publish view.
4. Translate Content: Click the Toggle button if you want this publish view to be considered for translation when the content is exported for translation.
On the Tags tab, in the Tags section, click the Add button and select a category from the drop down menu. Next, add tags for the publish view. More than one tag category can be used when creating a publish view.

Tag groups cannot be used to assign tags to publish views. Select a new tag category if necessary and repeat this process for each tag category until all the desired tags have been assigned.
Click the Save button.

Applying Publish Views to Articles

To add publish views to an article:

In the Navigation Menu, browse to Authoring > Articles.
From the Folders List, select a folder.
From the Articles List, select the article to which you want to add publish views.
Click the Edit button to checkout the article.
In the Properties pane, click the Settings button.
From the dropdown list, click the Toggle button next to Personalization to enable it.
The Personalization section is now visible in the Properties pane. Click the Edit button.
In the Personalization window, select the Publish Views tab.
From the Publish Views section, click the Add button.
Select the desired publish views.
You can change the display name of any of the selected published views by selecting the Display Name For Portals field and making your changes. This identifies the version of the article on the portal to users who may have access to multiple versions of an article.
Click the Done button.

Deleting Publish Views

To delete publish views:

Log in to the Administration Console.
From the Partition and Departments dropdown menu, select a department.
From the Navigation menu, browse to Personalization > Publish Views.
Identify the publish view you want to delete.
From the Actions column, click the Options button.
Select Delete from the menu.
A message appears asking to confirm the deletion. Click Yes to delete the tag group.