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    Home Orlando Now Platform Capabilities Now Platform capabilities Knowledge Management Configure Knowledge Management Knowledge manager Define a knowledge article category

    Define a knowledge article category

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    Define a knowledge article category

    Each knowledge base has a hierarchy of categories that organizes the articles.

    Before you begin

    You must have CanContribute access to the knowledge base or have a knowledge_admin or admin role.

    About this task

    Define a hierarchy for categories by creating parent-child relationships. Each hierarchy consists of a top-level category and a structure of subcategories, which are also named the child categories. The category hierarchy is saved in the Full category field in the Knowledge Category [kb_category] table.

    You can create and edit categories separately for each knowledge base.

    Procedure

    1. Navigate to Knowledge > Administration > Knowledge Bases.
    2. Select a knowledge base you manage.
    3. Create a top-level category.
      1. In the Knowledge Categories related list, click New.
      2. On the Knowledge Category form, fill in the fields.
        Table 1. Knowledge Category form
        Field Description
        Label Label for the category.

        The label appears as the name of the category.

        Value Value for the category you use when referencing the category in scripts.
        Parent ID Top-level component associated with the category.

        This field is automatically set to the top-level component ID.

        Active Option to enable the category.
      3. Click Submit.
    4. (Optional) Create a child category.
      1. Expand an existing category and click New within the expanded section.
      2. Fill in the Knowledge Category form.
      3. Click Submit.

    What to do next

    In addition to using categories defined by a knowledge manager, knowledge contributors can add and edit categories when editing an article.
    Related tasks
    • Add a knowledge article to featured content
    • Assign a knowledge base manager
    • Select a knowledge article category

    Tags:

    Feedback
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    Release version
    Choose your release version

      Define a knowledge article category

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Define a knowledge article category

      Each knowledge base has a hierarchy of categories that organizes the articles.

      Before you begin

      You must have CanContribute access to the knowledge base or have a knowledge_admin or admin role.

      About this task

      Define a hierarchy for categories by creating parent-child relationships. Each hierarchy consists of a top-level category and a structure of subcategories, which are also named the child categories. The category hierarchy is saved in the Full category field in the Knowledge Category [kb_category] table.

      You can create and edit categories separately for each knowledge base.

      Procedure

      1. Navigate to Knowledge > Administration > Knowledge Bases.
      2. Select a knowledge base you manage.
      3. Create a top-level category.
        1. In the Knowledge Categories related list, click New.
        2. On the Knowledge Category form, fill in the fields.
          Table 1. Knowledge Category form
          Field Description
          Label Label for the category.

          The label appears as the name of the category.

          Value Value for the category you use when referencing the category in scripts.
          Parent ID Top-level component associated with the category.

          This field is automatically set to the top-level component ID.

          Active Option to enable the category.
        3. Click Submit.
      4. (Optional) Create a child category.
        1. Expand an existing category and click New within the expanded section.
        2. Fill in the Knowledge Category form.
        3. Click Submit.

      What to do next

      In addition to using categories defined by a knowledge manager, knowledge contributors can add and edit categories when editing an article.
      Related tasks
      • Add a knowledge article to featured content
      • Assign a knowledge base manager
      • Select a knowledge article category

      Tags:

      Feedback

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