Each knowledge base has a hierarchy of categories that organizes the
articles.
You must have
CanContribute access to
the knowledge base or have a knowledge_admin or admin role.
You can define a hierarchy for categories by creating parent-child relationships. 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.
-
Navigate to .
-
Select a knowledge base you manage.
-
Choose an option.
| Option | Action |
|---|
| Create a top-level category. |
Navigate to the Knowledge Categories related list and click
New. |
| Create a child category. |
Expand an existing category and click New
within the expanded section. |
-
Enter a Label for the category. The label appears as the
name of the category.
- (Optional)
Enter a Value you can use when referencing the category
in scripts.
-
Click Submit.
In addition to using categories defined by a knowledge manager, knowledge
contributors can add and edit categories when editing an article.
