Categories and Topics

As referenced in the introduction to the Knowledgebase article, Managing Articles, at least one Category and Topic must be defined in order for a new article to be saved. These tools help other users find new, relevant articles through searches or browsing.

Navigate to the Knowledgebase Categories grid or the Knowledgebase Topics grid. Main > Categories or Topics

In either grid, select the 'Add' button located on the Grid Toolbar above the grid.

In the Add New Category form, the User is prompted to input two required fields: Name and Description.

Users can also define the new item as either Active or Inactive. Keep in mind that inactive items do not appear as Category or Topic choices in the Article data entry form.

Once all required fields have been satisfied, click the Save New button at the bottom of the form. The new Category or Topic appears on the Knowledgebase Categories or Knowledgebase Topics grid. You can quickly add multiple Categories and Topics without closing the form by revising the input values and clicking the Save New icon.