Updated on 2023-10-12 GMT+08:00

Configuring Categories

Prerequisites

Extended attributes related to categories have been configured. For details, see Managing Extended Attributes.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Knowledge Base > Knowl Categ.
  2. In the navigation pane, choose Category Knowledge.

    Figure 1 Category Knowledge page

    Left pane: Category tree. Categories created by knowledge compilation personnel are displayed in the tree.

    Upper right part: Catalog knowledge search criteria, which are used by knowledge compilation personnel to search for knowledge.

    Lower right part: Query result. You can select the query results and click the buttons above to perform operations on the selected records.

  3. Click . The page for adding a category is displayed, as shown in Figure 2.

    Figure 2 Adding a category
    Table 1 GUI elements on the Add Category page

    Element/Component

    Description

    Category Name

    Mandatory. The value contains a maximum of 80 characters.

    Category Path

    Path to which the current added or modified category belongs.

    maintenance group

    Select the group to which the maintenance personnel of the current category belong.

    browse group

    Select the group to which the users who can browse the current category belong.

    Category Type

    Category type. The options are as follows:

    • Normal category
    • History

    Display on Front Page

    Whether to display the category or knowledge on the knowledge home page after the category or knowledge is released. The options are as follows:

    • Yes
    • No

    Validity Period Start/Validity Period End

    Mandatory.

    Upon Expiration

    Mode of processing expired categories. The options are as follows:

    • Mark: After the category expires, the category status is changed to Expired. [Expired] is automatically added to the category or knowledge name.
    • Delete: Move the category or knowledge to the recycle bin. (When the category and knowledge/subcategory are deleted at the same time, only the parent category is moved to the recycle bin.)
    • Move to History: Move the category or knowledge to the specified category.

    Business Validity Period Start

    Mandatory

    Business Validity Period End

    Mandatory

    Business Status

    Business status of a category. The options are as follows:

    • Common
    • Hot
    • New business
    • Updated business
    • Expired

    Summary

    The value can contain a maximum of 256 characters.

    Review and Publish Knowledge in Category

    Whether knowledge added to the category needs to be reviewed and published.

    Inherit Parent Category Attribute

    Whether the current category inherits the attributes of the parent category.

    Extended Attribute

    Attribute information of the current category.

    Select

    Select extended attributes that have been configured and enabled in Managing Extended Attributes.

  4. Configure the category information as prompted.

    • Category Type: If you select Normal category, the category attributes need to be configured. The configured category is displayed on the menu bar of the knowledge home page. If you select History, configure the category attributes by referring to Figure 3, and the new category is not displayed on the knowledge home page.
      Figure 3 Adding a History category
    • Business Status: This parameter specifies the business status of the category knowledge, which is used used to store data.
    • Inherit Parent Category Attribute: This parameter specifies whether the new category inherits attributes from its parent category. If the parent category has extended attributes and this parameter is set to Yes, the extended attributes of the parent category are automatically filled in.

  5. Verify that the information is correct and click Submit. The knowledge category is added.
  6. (Optional) If the category type is inappropriate, you can choose the parent category of the desired category. In the right pane, select the desired category, and click Modify, Delete or other buttons to configure the category.