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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Quick start tests for Knowledge Management

Validate that Knowledge Management still works after you make any configuration change, such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

Knowledge Management quick start tests require activating the Knowledge Management Core plugin (com.glideapp.knowledge), the Knowledge Management Advanced Installer plugin (com.snc.knowledge_advanced.installer), the Knowledge Blocks plugin (com.snc.knowledge_blocks), and the Customer Service Management Demo Data plugin (com.snc.customerservice.demo).

TestDescriptionRelease version
KM : Create KCS Template Article with Approval Publish workflowVerify the creation of a KCS template article with approval publish workflow.Note: Requires the Knowledge Management Advanced Installer plugin.Madrid
KM: Create MultiVersioned standard Article with approval publish workflowVerify the creation of a multi-versioned standard article with approval publish workflow.Note: Requires the Knowledge Management Advanced Installer plugin.Madrid
KM: Article level subscriptionVerify that users can subscribe to a knowledge article.Note: Requires the Knowledge Management Advanced Installer plugin.New York
KM: User criteria covering canRead and canContribute for KnowledgeBase and canRead at Article levelVerify the creation of canRead and canContribute user criteria for knowledge base and canRead user criteria for article.Note: Requires the Knowledge Management Core plugin.Madrid
KM: Create a KCS article from a caseVerify the creation of a KCS article from a case.Note: Requires the Knowledge Management Advanced Installer and Customer Service Management Demo Data plugins.Madrid
KM: Knowledge Base Level SubscriptionsVerify that users can subscribe to a Knowledge Base.Note: Requires the Knowledge Management Advanced Installer plugin.New York
KM: AQIVerify the creation, assignment, and review of an AQI checklist.Note: Requires the Knowledge Management Advanced Installer plugin.New York
KM: Requestor performs search, view the article, provide feedback \(Helpful No with Feedback Task\)Verify the search request, review, provision of feedback as not helpful, and creation of a feedback task for an article on the Knowledge Management Service Portal.Note: Requires the Knowledge Management Advanced Installer plugin.New York
KM: Create and edit an article from Feedback Task formConfirm the availability of the Create Article and Edit Article buttons on a Knowledge Feedback Task form.Note: Requires the Knowledge Management Advanced Installer plugin.New York
KM: Search for pinned articles and checking the highest click rankVerify the search request and that the click rank value of a pinned article was added to the Knowledge Searches (ts_query_kb) table.Note: Requires the Knowledge Management Advanced Installer plugin.New York
KM: Create an Ownership Group and check edit permissions and subscriptionsVerify the assignment of an article to an ownership group, that all members of the ownership group are subscribed to the article, and have permission to edit.Note: Requires the Knowledge Management Advanced Installer plugin.New York
KM: Create, search for, and view knowledge articles with knowledge blocksVerify the creation of a knowledge block and its addition to a knowledge article. Also, verify that the knowledge block content is searchable.Note: Requires the Knowledge Blocks plugin.Orlando
KM: Validate the Knowledge - Approval Retire workflowVerify the success of Knowledge - Approval Retire workflow by retiring a published knowledge article.Note: Requires the Knowledge Management Advanced Installer plugin.Orlando
KM: Validate feedback task assignment to the ownership group managerVerify the assignment of a feedback task to the ownership group manager of a knowledge article.Note: Requires the Knowledge Management Advanced Installer plugin.Orlando
KM: Validate that the article template selector includes knowledge bases and article templatesVerify that the article template selector includes all knowledge bases with contribute access and article templates applicable to each knowledge base.Note: Requires Knowledge Management Advanced Installer.Orlando
KM: Validate the Knowledge - Approval Publish workflowVerify the success of a Knowledge - Approval Publish workflow by recalling, rejecting, and then approving a knowledge article through the approval process.Note: Requires the Knowledge Management Advanced Installer plugin.Orlando
KM: Make an outdated version of an article the latest versionVerify that an outdated version of a knowledge article is made the latest version.Note: Requires the Knowledge Management Advanced Installer plugin.Orlando
KM: Validate that the mapped related articles appear in the Related articles widgetVerify that the related articles mapped to a knowledge article appear in the Related articles widget on the knowledge article view page.Note: Requires the Knowledge Management Advanced Installer plugin.Orlando
KM: Validate that the mapped related catalog items appear in the Related items widgetVerify that the related catalog items mapped to a knowledge article appear in the Related items widget on the knowledge article view page.Note: Requires the Knowledge Management Advanced Installer plugin.Orlando
KM: Validate that a versioned article is created, published, checked out, and retiredVerify the success of UI actions on a versioned knowledge article by creating, publishing, updating, and retiring the knowledge article in Agent Workspace.Note: Requires the Knowledge Management Advanced Installer plugin.Quebec
KM: Verify the scheduled publish feature for knowledge articlesVerify the scheduled publish feature for knowledge articles by creating an article in approval publish workflow, putting it for scheduled for publish and observing the change in workflow state from theScheduled for publish state to the Published state.Note: Requires the Knowledge Management Advanced Installer plugin.Quebec
KM: Validate the Knowledge - Approval Publish workflow in Agent WorkspaceVerify the success of a Knowledge - Approval Publish workflow by recalling and then approving a knowledge article through the approval process in Agent Workspace.Note: Requires the Knowledge Management Advanced Installer plugin.Quebec

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Quick start tests