Audit Read, Update, and Delete (CRUD) actions
Administrators can have a comprehensive audit logging for all Create, Read, Update, and Delete (CRUD) actions on KB Guides. The following actions will be recorded in the audit log: Guides: Added, moved, deleted, and reordered Chapters: Added, moved, deleted, and reordered within/to Guides Articles: Added, moved, deleted, and reordered within/to chapters or Guides Additionally, audit logs will cover actions taken on Manually-sorted articles, including: Adding Articles Clearing the List Reordering Articles You can access the audit logs from Settings > System > Audit logs Related topics: About KB Guides Adding KB Guides Guides widget configuration General actions on KB Guides, Chapters, and Articles407ViewsSign in to react to this post0CommentsAurora: About the Content Editor
The Content Editor is the main tool you use to write your posts, articles, and replies/comments in the community. The Aurora editor is similar to editors you’ve used in other applications and should feel familiar. The Aurora Content Editor boasts several features, including: Consistent and optimized toolbars Robust, rich text editor, with emoji support Support for image and video uploads In-line image editing Visual display options for code samples Keyboard shortcuts Consistent and optimized toolbars The Content Editor toolbars have been optimized for specific use cases and displays. Aurora includes these toolbar variants: Desktop Mobile Reply/Comment Desktop Reply/Comment Mobile Desktop (for all content types) The Desktop toolbar provides the most robust toolbar. Note: The Insert template function (not shown) is off by default. You can enable this feature via Community Settings. Top row buttons Format Bold Italic Underline Strikethrough Text color Bullet list Numbered list Text alignment Insert link Insert media (image or video) Insert emoji Insert table Expand menu Bottom row buttons Quote Insert/Edit code Insert Spoiler (show/hide text block) Increase indent Decrease indent Table of Contents Clear formatting View/Edit source code Help (keyboard shortcuts) Mobile On mobile devices, where screen real estate is at a premium, the toolbar includes only the most common actions: Buttons Format Bold Italic Underline Strikethrough Text color Bullet list Numbered list Text alignment Insert link Insert media (image or video) Quote Insert/Edit code Insert spoiler (show/hide text block) Increase indent Decrease indent Clear formatting Reply/Comment toolbars Fewer editing options are available when replying in a discussion or commenting on a post or article. Options include: Bold Italic Bullet list Numbered list Quote Insert link Insert media (image or video) Insert emoji Attach file Insert / Edit code Help Enhanced emoji support The Content Editor provides community admins with a lot more flexibility over which emojis to make available as well as the ability to create a custom set of emojis. For example, you might want to create emojis specific to your brand or products. Other enhanced emoji features include: Emoji name displayed on hover: Hover over an emoji in the content editor or in the published message to see the name of the emoji. Emoji alias support: Manually type in the alias for an emoji (for example, “:smiley:”) without using the auto-suggest menu the emoji renders. Learn more about enabling emojis. Visual display for code samples The Content Editor provides color coding for code samples in your posts to improve overall readability. To enter code samples: Click Insert Code. Search for the code language you want …ViewsSign in to react to this postCommentsAurora: Featured Guides Widget configuration
The Featured Guides Widget allows community members to easily discover and access highlighted guides on your community pages. With this widget, admins can showcase curated guides, providing members with quick links to essential content. They can be made available for use on designated community pages and helps drive engagement by featuring important or popular guides. Open the Account menu. Go to Designer > Page Templates. The Page Templates page opens. Select the page template where you want to add this widget. In this example, let’s open the Community Home template. The designer page for Community Home opens. Find where you want to add the widget and select Add widget (plus icon). Select Content from the Add Widget pane. A list of widgets that you can add appears. Select the Featured Guides widget. Layout The Featured Guides widget includes the List and Card layouts. From the Edit Widget panel, select one of these options to change the layout. List The List layout gives you a simple view of the guides featured. Card The Card layout showcases the guide’s name in the center of the card. The options in the List style section for List layouts are the following: Space: Uses whitespace to create space between items. Divide: Adds a horizontal line to divide items. Border: Creates a border that separates items into individual boxes. Widget title Enter a title to appear at the top of the widget. If the Visible only to screen readers toggle is on, the title is relayed only through screen readers. Edit Sample Featured Guides Select Edit Sample Content to open a window where you can select a sample guide to preview how the widget will look in the community. Search for the guides you want to feature on the community page. You can then reorder the content by grabbing it with your cursor and dragging it to the desired location. Select Preview to return to editing the widget. Number of items Use the slider to indicate how many guides (up to 20) can be displayed on the widget. Max lines of description text Use the slider to set up to 20 lines of text for the Featured Guides description. Lead with From the Lead with menu, select one of the following: the author’s Avatar the Icon None More options Additional configuration options for the widget include: Include “More Guides” link: Creates a Show More link if there are more guides than designated on the Number of items slider. Notes If there are no articles in a guide or if a guide is hidden, and you choose that guide to be featured in the Featured Guides widget, that Guide will not be visible on the widget on the published page. As shown below, “Analytics Dashboard” is an empty guide. Let’s add this guide to the Featured Guides wi…ViewsSign in to react to this postCommentAurora: Publish blog posts
When a blog post is reviewed and approved to be published, there are two possible scenarios for publication: It is ready to be published and you can go ahead and publish it. It requires a precipitating event, such as a product release or update, and needs to be published at a later date. To publish blog posts immediately, click the Publish button. The blog post is immediately available for viewers to read. Scheduling content to be published later The scheduling feature gives you control in managing when your blog post is published in the community. This makes it possible to manage your growing inventory of content. When scheduling at a future time, you can also indicate the time zone to use. Follow the walkthrough below to learn how to schedule a blog post for publication. Note: If Content Workflow is enabled, you must submit the blog post for review and submit for publication before you can select Schedule for Publication. Note: The tutorial below depicts publication scheduling when Content Workflow is turned off. 14 STEPS 1. Open the draft of the article that you want to schedule to publish. Click Edit Draft 2. The article opens in an editor. Scroll down the page and click Publication Schedule 3. Click the text box to choose the time 4. Pick a date 5. Pick a time 6. Pick a Time Zone 7. 8. Click Schedule 9. Your article is now scheduled to be published 10. Click Change if you want to reschedule 11. Select a date, time and timezone 12. Click Change 13. Click Remove, if you want to remove the scheduling 14. The schedule is removed. Here's an interactive tutorial https://www.iorad.com/player/2052286/Schedule-Publiation Permissions Permission Purpose Additional permissions required Publish posts To publish edits to previously published KB articles View draft articles Edit any published post To edit your own blog posts and blog posts published by others View draft posts Related topics: Create a blog post Edit blog posts Follow Content TagsViewsSign in to react to this postCommentsAurora: View the history of published content
Over time, content posted to the community can change as different people edit the content. These changes can be subtle or complete rewrites of the original content. Sometimes, changes get made that are not correct or need to be reverted to an earlier iteration of the content. Aurora gives you the ability to track the changes in every version of published content of any content type, including replies and comments. For example, each time you publish a KB article or blog post, the major version number is incremented (v1.0, v2.0, and so on). For example, in v1.0, 1 is the major version number and 0 is the minor version number. The minor version number is always zero for a published article. Each time you edit and save a published article, the major version number remains the same as the current version number and the minor version number is incremented (v2.1, 2.2, and so on). For every version, you can see who made the change and what was changed. Let's look at an example of the version history for a knowledge base article. To view the history of revisions: Go to the KB article page. Select History. The revision history of the article displays in a popup window: The published version gets an incremental version number (v1.0, V2.0, v3.0, …) From the Version History view, you can: view the revision notes that were added while editing the article. Compare the versions of the article. Edit and restore any older version of the article. Permissions Set the permission View edit history under Settings > Roles and Permissions > Content to allow members to view and compare different versions of posts any content type or replies or comments.ViewsSign in to react to this postCommentsAurora: Internet Calendar Scheduling (ICS) file support for Events
You can add an event invitation to your calendar either manually or automatically. To add an event manually to your calendar: Select Add to calendar to download ICS (Internet Calendaring and Scheduling) files. Add community events to any calendars of your choice. Note: The ICS file downloads only upcoming events. To add an event automatically to your calendar: Select Attending or Interested for an event. A calendar invitation is automatically added to the calendar associated with your registered email address. The following screenshot shows an event that is automatically added to the member’s calendar. From here, you can RSVP and read the content of the event.ViewsSign in to react to this postCommentsAbout KB Guides
KB Guides is designed to enhance the way you host and navigate knowledge base content within your online community. KB Guides offer a structured and user-friendly approach to presenting valuable information, making it easier for members to find what they need. With KB Guides, brands can efficiently organize and share resources such as training materials, onboarding documents, FAQs, and more. This ensures a seamless and informative experience for community members, helping them access relevant content effortlessly. Enablement KB Guides are enabled by default in Communities Aurora v24.07 and above for all communities using knowledge bases. Permissions Members with the Create, edit, publish, and manage articles permission on the knowledge base board can add a KB Guide to it. Guides widget To start with creating KB Guides, you must add the Guides widget to a Knowledge Base Dashboard template. Set Type in the Guides widget as per your requirement: To view the articles as Type Structured Guide Guides Manually-sorted list Manually-sorted Articles Guides widget configuration Related Topics Adding KB Guides Guides widget configuration General actions on KB Guides, Articles, and ChaptersViewsSign in to react to this postCommentsAurora: Configure custom Salesforce settings
The Khoros Community integration package leverages custom Salesforce settings, which are used by many components and relates to the Khoros Community configuration settings on Salesforce. To apply settings for your Khoros environment: Sign in to your Salesforce.com environment. From the dropdown on the top right of the page, select App as "Khoros Salesforce Integration." Select the Custom Settings tab. Go to the Feature Settings tab. Select Create. Enter the Feature Settings: Feature Setting Name: Default is "DefaultSetting." Do not change this setting, as it is non-editable in newer packages. Create New Contact record: Select this option to enable the creation of a new Contact during user sync if a Contact with the matching email ID is not present. During User Sync, Contact and Community users are linked together. The linkage is necessary for Case Portal functionality. (You must enable the Community User Trigger below for this setting to work.) Link Community User with Contacts: Select this option to allow linking of Community user and Contact during user synchronization, if a contact with same email ID already exists. The linkage is necessary for Case Portal functionality. (You must enable the Community User Trigger below for this setting to work.) Case closure: Select this option to allow automatic case closure when a comment on a post is accepted as solution on community. (You must enable the Case Trigger below for this setting to work.) Max Allowed Private Message Subject Length: Sets the maximum length the Private Message subject (up to 43 characters). Max Allowed Private Message Body Length: Sets the maximum length the Private Message body. No of Federated Search Results from Salesforce: Limits the number of Federated Search results (applies to Salesforce results only). Default value is 100 (Package 4.1 onwards). Enable Community User Trigger: Select this option to enable Community User Trigger. This trigger runs on community user creation/update and links community users with contacts. This linkage is necessary for Case Portal and User Sync functionality. Enable Case Trigger: Turns on or off triggers on cases, which synchronize case status changes with community and also mark a case as closed. Enable Case Comment Emails: Toggle Case Comment email on and off. (Package 3.7 onwards) (Optional) Fallback Community Username: Enter username of the Community user to which postbacks should fall back to when a Community user is not found corresponding to the email address of the user replying. This is also used in case of multiple users with the same email address. Entered Community user should be a valid value. (Package 4.0 onwards) Allow Case Comments for public Community Cases: Select this option to enable the creation of Case Comment on Public Community Cases …ViewsSign in to react to this postCommentsAurora: Start a discussion
From a Forum, members with appropriate permissions can start a discussion. Anonymous users can neither start a discussion nor comment on existing discussions. Note: Members must have Start discussions and new content permission to start a new discussion. Learn more about forum-specific permissions. To start a new discussion, view the below walkthrough: 1. On your Forum board, click Start a Discussion. 2. Enter a Title. 3. Enter the content for your discussion. 4. Use the editor tools to modify the look and feel of your content. 5. Let's take an example of adding an image. To add an image, you can either drag and drop the image directly to the editor window or click Insert Media drop-down. 6. Click From Computer to select an image from your computer. You can also upload image From Image URL. 7. You can also copy-paste the image. Use the re-size options to resize the image. 8. Add a Caption, if required. 9. Scroll down and click Attachments to attach a file to the discussion. Click the information icon to know more about the supported formats, maximum file size, and maximum number of attachments. 10. Add tags to categorise your content and make it more findable. 11. You can select from the available preset tags. The preset tags are configured in Community Settings for tags. 12. To add new tag, Click + Tag. 13. Enter the tag name. You can either add a new tag or select the existing tags based on your search text. 14. Click New tag "season" to add the tag. 15. Here, you can view the newly added tag. 16. Under SEO Content section, you can define search engine properties to attract more readers. 17. Here, you can view the last autosaved date and time of your content. Your content gets autosaved while creating the discussion. 18. Click Publish. 19. Now, you have successfully published your discussion to the respective forum. Here's an interactive tutorial https://www.iorad.com/player/1979272/Start-a-Discussion After you publish the discussion, other members can view and read the discussion in the respective forum. They can also like or reply to the discussion. In discussions, Moderators or members who post the first message in a discussion can mark one of the replies as an accepted solution. After a solution is accepted, the original message is marked as solved, and the reply is marked as a solution. Learn more about Accepted Solutions. Note: You can use markdown syntaxes while writing the content instead of formatting the text using toolbar options. Also, you can use other keyboard shortcuts to work quickly and efficiently. Learn more about keyboard shortcuts. While creating a discussion, the content added gets auto-saved in edit mode. Upon reloading the page, the content is auto-recovered and you can continue editing the discussion.…ViewsSign in to react to this postCommentsAurora: Publish knowledge base articles
When a knowledge base article is reviewed and approved to be published, there could be two scenarios for publication: They are ready to be published and you can go ahead and publish it. They are waiting for an event, such as a product release or update, and needs to be published at a later date. To publish articles immediately, click the Publish button. The article is immediately available for viewers to read. Scheduling content to be published later The scheduling feature gives you control in managing when your knowledge base article is published to the community. This makes it possible to manage your growing inventory of content. When scheduling at a future time, you can indicate the time zone to use. Check out the walkthrough below to learn how to schedule a knowledge base article for publication. Same applies for blog posts. 14 STEPS 1. Open the draft of the article that you want to schedule to publish. Click Edit Draft 2. The article opens in an editor. Scroll down the page and click Publication Schedule 3. Click the text box to choose the time 4. Pick a date 5. Pick a time 6. Pick a Time Zone 7. 8. Click Schedule 9. Your article is now scheduled to be published 10. Click Change if you want to reschedule 11. Select a date, time and timezone 12. Click Change 13. Click Remove, if you want to remove the scheduling 14. The schedule is removed. Here's an interactive tutorial https://www.iorad.com/player/2052286/Schedule-Publiation Permissions Permission Purpose Additional permissions required Publish articles To publish or schedule KB articles View draft articles Related topics: Create a Knowledge Base articles Edit articles Follow Content TagsViewsSign in to react to this postComments
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