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To add, edit, and delete articles from the User organization's Knowledgebase, Users need to access the remaining three sections of the Knowledgebase function. While the Article Management Grid serves as the User's primary management platform, the Categories and Topics Grids represent critical steps in the process of adding a new article.
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Click the Add button located on the Grid Toolbar above the grid.
In the Article data entry form, the User is presented with a number of input fields where several of which are required to save the new article.
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Next, the form's first tab is Classification. This tab contains the form's remaining required fields: Category, Description, and Keywords. In the 'Classification' tab, the User must select a Category and at least one Topic from the drop-down lists. Select each appropriate category and topic to apply to the new article from the drop down menus.
Note: These drop-down lists are populated with items from the Knowledgebase Categories and Knowledgebase Topics grids. If these Grids do not contain any items, the User needs to add them to the appropriate Grid. For more information on the Categories and Topics grids.
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The tab marked Content provides Users with the text platform needed to publish the body of the article. In this form, Users can compose text, cut and paste text and images from documents, and edit the article's font, margins, and general appearance with ease.
Note: the ability to paste images only works with small file sizes (5 kb). For larger image sizes, PCR can upload files to your Organization's Public Directory so that it can be accessed by the article.
Those Users who wish to create an article strictly in HTML or view the HTML auto created through general creation can click on the 'Source' option. This disables all other buttons and displays the content in its HTML format for direct editing.
Finally, the Attachments tab allows Users to attach files (including .pdf, .jpg, .doc, and more) of interest or relevance to the article by upload. To attach one or more files, navigate to the 'Attachments' tab and click the 'Upload File(s)' button located on the Grid Toolbar above the 'Attachments' Grid.
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