Knowledge-base Management
Knowledgebase Category
Home >> Support >> Knowledgebase >> Category >> List
To access the Knowledgebase Category section from Automation Platform's Dashboard:
- Select Support from the main menu, and then select Knowledgebase > Category > List from the dropdown.
This section lists all the categories created for your knowledgebase. You can also create new categories for your knowledgebase.
Under these categories, you can create FAQs/ articles. For ex, for all Horde Mail related queries/articles, add a category as Horde mail and add all articles/questions within it.
See sample screenshot of the Knowledgebase Category section:
Add a New Category
Home >> Support >> Knowledgebase >> Category >> List >> Add Category
Click on the Add Category button shown in the following screenshot:
The Add Knowledgebase Category form will open up shown in the screenshot below:
Fill up this form by taking guidance from the tool tips placed in front of each field.
- To create a new parent category, select nothing in the parent category.
- To create a sub category, select the name of the category in the parent category under which this sub category has to be created.
Click on the Save button to create the category.
Edit a Category
Home >> Support >> Knowledgebase >> Category >> List
- Click on the Edit icon in front of the category name.
- A form will appear same as Add New Category but, already filled.
- Make the desired changes.
- Click on the Save button.
Delete a Category
Home >> Support >> Knowledgebase >> Category >> List
To delete a category, click on the Delete icon in front of the category name.
Knowledgebase Articles
Home >> Support >> Knowledgebase >> Articles >> List
To access the Knowledgebase Articles section from your Automation Platform dashboard:
- Select Support from the main menu, and then select Knowledgebase > Articles > List from the dropdown.
This section lists all the articles in your knowledgebase. Here, you can also add new articles for your knowledgebase.
See screenshot of the Knowledgebase Articles section:
Add a New Article
Home >> Support >> Knowledgebase >> Articles >> List >> Add Articles
OR
Home >> Support >> Knowledgebase >> Articles >> Add
Click on the Add Articles button as shown in the following screenshot:
The Add Knowledgebase Article form will open up as shown in the screenshot below:
Fill up this form. The fields are described as under.
- Category – Select the category within which you want to place this article. Categories are created before creating articles as discussed above.
- Article Title – Enter the title of the article.
- Views – This field auto-updates to show unique visits on an article.
- Display Order – Select the order (number) at which you want to display this article in the selected category.
- Article Body – Write the description of the article.
Click on the Preview button to see a preview of the article.
Click on the Add Article button to save the article.
Click on the Cancel Button to discard the article.
Edit an Article
Home >> Support >> Knowledgebase >> Articles >> List
Click on the Edit icon in front of the article title.
A form will appear, same as that of Add Knowledgebase Article but, already filled.
Make the desired changes.
Click on the Update Article button to save the changes.
Delete an Article
Home >> Support >> Knowledgebase >> Articles >> List
To delete an article, click on the Delete icon in front of the article title.