If you are on Guide Professional or Enterprise, and have created saved article lists, you can delete any list as needed and you can duplicate any list to create a copy of it. You can also share a saved articles list with all Guide Managers.
You must be a Guide Manager to share, delete, or duplicate an article list.
Sharing a saved article list
If you have created a saved article list, you can share your saved list with all Guide Managers. Any shared list will be available to anyone who can access article lists in Guide admin.
To share a saved article list
- In Guide, click the Manage articles (
) icon in the sidebar.
- Select the name of the list you want to share from the left sidebar.
- Click the options menu in the upper-right, then select Share list.
- Click Share list to confirm that you want to share the list.
The list is shared and a label appears beside the name of the list, indicating that it is shared. The list is available to anyone who can access article lists in Guide.
To share a saved article list
- In Guide, click the Manage articles (
) icon in the sidebar.
- Select the name of the list you want to unshare from the left sidebar.
- Click the options menu in the upper-right, then select Remove shared list.
Deleting a saved article list
If you have created saved article lists, you can delete any list as needed.
To delete an article list
- In Guide, click the Manage articles (
) icon in the sidebar.
- Select the name of the list you want to delete from the left sidebar.
- Click the options menu in the upper-right, then select Delete.
The article list disappears from your saved lists.
Duplicating a saved article list
If you have created saved article lists, you can duplicate any saved list and modify it.
To duplicate an article list
- In Guide, click the Manage articles (
) icon in the sidebar.
- Select the name of the list you want to duplicate.
- Click the options menu in the upper-right, then select Duplicate list.
- Enter a name for your new list, then click Save.
The article list appears in your saved lists.
4 Comments
This is nice, but how can I export this list to a CSV or schedule it to be emailed to me - similar to how GoodData and traditional reporting works in ZenDesk?
Thanks, Marc
Hi Marc!
This feature is not available at the moment. I suggest creating a post on our Product Feedback Forum, which is visited by our developers when deciding for new features to be implemented. With enough votes, this feature could be implemented in the future!
https://support.zendesk.com/hc/en-us/community/topics/200132066-Product-feedback
Thanks!
Hello,
I understand that only Guide Managers are able to filter the articles and create a list? If a regular user wants to filter the articles to see only the articles they have created, or another specific agent has created, is this possible?
In addition, I am a Guide Manager and I wanted to share the list I created, but I can't indicate an email to share it. It looks like it is automatically shared with "I don't know who". I want to be able to share it with a specific agent.
Thanks,
Marcia.
Hello Marcia,
Only Guide Managers have access create article lists. However if an agent is not a manager, in Support they can navigate the a user's profile (admin>manage>people), go to their Help Center section and see a list of articles that user created.
When sharing a list, it available to anyone that has who can access article lists in the Guide admin section.
Thanks!
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