Question:
How to Enable “Edit as Draft” for Articles in Salesforce Experience Cloud?
I need assistance enabling the “Edit as Draft” functionality for Salesforce Experience Cloud users. Despite granting all necessary permissions (object, field, and data category access), the “Edit as Draft” option is still unavailable for community users.
Are there additional configurations or steps required to enable this functionality?
Keywords: Experience Cloud, Edit as Draft, Lightning Knowledge, Knowledge Articles, Permissions, Salesforce admin.
Answer:
The “Edit as Draft” functionality for articles is only visible if the “Enable Lightning Knowledge” option is activated in the Salesforce Knowledge Settings. This setting is a prerequisite for displaying the “Edit As Draft” button in both Classic and Lightning Experience Knowledge Layouts.
To enable this feature, follow these steps:
- Navigate to Salesforce Setup.
- In the Quick Find box, type Knowledge Settings and select it.
- Check the box for Enable Lightning Knowledge.
- Save the changes.
Once “Enable Lightning Knowledge” is activated, the “Edit As Draft” button will become available. This applies to articles in both Classic and Lightning Experience Knowledge layouts.
If the issue persists after enabling this setting, double-check the following configurations:
- Ensure that the user profile has the necessary object-level and field-level permissions for the Knowledge object.
- Confirm that the user has data category access to the relevant categories of articles.
By completing the above steps, community users in a Salesforce Experience Cloud site should have access to the “Edit as Draft” functionality for articles.
If permissions are not set correctly, ensure that users have access to the required object, field-level security, and data categories. Use the following Apex snippet to check whether a user has the required permissions programmatically:
Boolean hasPermission = Schema.sObjectType.Knowledge__kav.isAccessible();
if (!hasPermission) {
System.debug('User does not have access to Knowledge articles.');
}This code checks if the current user has access to the Knowledge object. If isAccessible() returns false, review the user’s profile and permission set assignments. By following these steps and verifying permissions programmatically if needed, community users will gain access to the “Edit as Draft” functionality.
Summing Up
To enable the “Edit as Draft” functionality for articles in Salesforce Experience Cloud, you must activate the Enable Lightning Knowledge setting in Salesforce Knowledge Settings. Once this option is enabled, the “Edit As Draft” button will be visible in both Classic and Lightning Experience Knowledge Layouts.
Additionally, ensure that users have the necessary object, field-level, and data category permissions to access and edit Knowledge articles. By completing these steps, community users will be able to utilize the “Edit as Draft” functionality seamlessly.
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