Build a New Article

Titling Conventions

New Screen

Name the article the same name as the screen.

Process/Workflow Articles

This is ultimately up to the author and how they prefer to name the article. As a best practice, use the action being performed as the title. For example, in AR History there are several actions users can take, such as generating an invoice or applying a payment. In those cases, the article title could be “Apply a Payment” or “Apply a Payment in AR History.”

Release Notes 

To ensure release notes can be attached to support tickets indicating an issue has been resolved, each release note should be created as a separate, standalone article. Release note titling conventions differ from other article types. The title should begin with the screen name, followed by the module in parentheses, then a brief description, and finally the JIRA number so internal staff can easily reference it in Jira.

Example: AR History (Accounts) - Anniversary Billing Date Calculation Updated on Preview Invoice Screen (20385)