Category manager
  • 12 Apr 2022
  • 6 Minutes to read
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Category manager

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Show first hierarchical level of categories

You can choose how many hierarchical levels of categories and subcategories will be shown by default in your public knowledge base category manager.

1_Screenshot-Accessing_Show_first_hierarchical_level_of_categories

  1. From the knowledge base portal, go to SettingsKnowledge base siteArticle settings and SEO and the Article settings appears as the default tab
  2. In the Article settings tab, under Category manager, you can find the Show first hierarchical level of categories toggle

2_Screenshot-Show_first_hierarchical_level_of_categories

  1. When toggled on, the category manager in your public knowledge base displays the first level of subcategories or articles in each category visible

3_Screenshot-Hide_first_hierarchical_level_of_categories

  1. When toggled off, the Category Manager in your public knowledge base will display with only the categories visible.

Automatically mark article status

To automatically change the article status in the Knowledge base site, when the article is published. This also applies to the category page.

4_Screenshot-Automatically_mark_article_status

  1. From the knowledge base portal, go to SettingsKnowledge base siteArticle settings and SEO and the Article settings appears as the default tab
  2. In the Article settings tab, under Category manager, you can find the Automatically mark article status toggle

The toggle is enabled by default.

  1. When toggled on and when an article is published, a tag(New/Updated) is added next to the article name in the left navigation panel of the Knowledge base site

For example, when a new article is published, New appears next to the article name in the left navigation panel of the Knowledge base site. Similarly, when an article is forked for edit and published, Updated appears next to the article name in the left navigation panel of the Knowledge base site

5_Screenshot-Automatically_mark_article_status_new_updated

  • You can also choose the number of days that the tag appears in the Knowledge base site
  • Enter the desired days in the Show article status for field. It is 30 days by default and you can set from 1 to 90 days based on your requirements.
Changing New and Updated status texts

You can change the text of New and Updated status.

6_Screenshot-Automatically_mark_article_chang_text_status_new_updated

  1. From the knowledge base portal, go to SettingsKnowledge base portalLocalization & VersionsLocalization variables
  2. Under Category manager, type in the desired text in the respective (New/Updated) field and click Save
  1. When toggled off, the article status does not get updated automatically. The team account should update manually.

How to turn off the Updated tag shown in the articles of the Knowledge base site?

When you fork an article for edit and publish it, the Updated tag is added next to the article name in the left navigation pane of the Knowledge base site.
If you do not want the Updated tag, you can turn it off.

  1. From the knowledge base portal, go to SettingsKnowledge base siteArticle settings and SEO and the Article settings appears as the default tab
  2. In the Article settings tab, under Category manager, toggle the Automatically mark article status option to Off

How to set the article status indicator manually?

7_Screenshot-article_status_indicator_new_updated

  1. Navigate to the desired article in the knowledge base portal.
  2. Click the Article settings icon on the top right and a blade window appears on the right
  3. Click on Status indicator and select the checkbox of the desired status. Enter the number of days you want the status to be visible on the Knowledge base site
  4. Click Save on the bottom right

(or)

Setting up status indicator for multiple articles
You can set the status indicator for multiple articles with the help of the Bulk operations feature.

11_Screenshot-article_status_indicator_new_updated_bulk operations

  1. From the knowledge base portal, go to Content toolsBulk operations and the Bulk operations overview page appears
  2. Hover the mouse pointer over the desired article(s) you want to change the status and select the checkbox of the respective article(s)
  3. Click the Status indicator option on the top and select the checkbox of the desired status
  4. Click Apply

Custom status indicator

You can add a custom status indicator for your article. This status is visible only in the knowledge base site and not in the knowledge base portal.

For example, you want to show the end-users that an article is only for Beta users. You can add the custom status indicator as Beta.

Enable/disable the custom status indicator

The custom status indicator is enabled by default. You can enable/disable it as per your requirements.

8_Screenshot-custom_status_indicator_new_updated

  1. From the knowledge base portal, go to SettingsKnowledge base siteArticle settings & SEO and the Article settings tab appears
  2. Under Category manager, you can find the Custom status indicator
  3. Toggle it to On/Off to enable/disable it

Choosing background color for the custom status indicator

You can choose a Background color for the custom status indicator.

  1. From the knowledge base portal, go to SettingsKnowledge base siteArticle settings & SEO and the Article settings tab appears
  2. Under Category manager, you can find the Custom status indicator
  3. Click on the color option just below the toggle

9_Screenshot-custom_status_indicator_custom_color

  1. Select a color from the color picker or enter a hex, RGB, or HSL color code and click on ☑ icon
  2. You can also view a preview by hovering the mouse over the eye icon next to the Background color

Adding custom status indicator for an article

Custom status indicator can be added only manually.

7_Screenshot-article_status_indicator_new_updated

  1. From the knowledge base portal, navigate to the desired article
  2. Click the Article settings icon on the top right and a blade window appears on the right
  3. Click Status indicator and select the checkbox of the Custom. Enter the number of days you want the status to be visible on the Knowledge base site
  4. Click Save

(or)

Setting up custom status indicator for multiple articles
You can set the status indicator for multiple articles with the help of the Bulk operations feature.

11_Screenshot-article_status_indicator_new_updated_bulk operations

  1. From the knowledge base portal, go to Content toolsBulk operations and the Bulk operations overview page appears
  2. Hover the mouse pointer over the desired article(s) you want to change the status and select the checkbox of the respective article(s)
  3. Click the Status indicator option on the top and select the checkbox of the Custom status
  4. Click Apply

Changing the custom status indicator text

10_Screenshot-custom_status_indicator_custom_text_change

  1. From the knowledge base portal, go to SettingsKnowledge base portalLocalization & VersionsLocalization variables
  2. Under Category manager, type in the desired text in the Custom field and click Save
Can I keep a specific custom status indicator text for each language?

Yes, you can keep a specific custom status indicator text for each language.

What happens when I disable the Custom status indicator toggle?

Custom status indicator tag in the Knowledge base site is removed from the article(s).

How to localize the variables text that appears at the Category manager?

You can localize the below variables text of the Category manager

  • No matching results found
  • Filter
  • New
  • Updated
  • Custom
  • Deprecated

01_NewScreenshot-Article_category_localization

  1. Go to SettingsKnowledge base portalLocalization & VersionsLocalization variables
  2. Select the desired language in the Select language section
  3. Expand the Category manager section
  4. Update the desired text(s)

By default, the variables texts are localized to the respective language.

  1. Click Save
Note

The localization variables are not to be confused with the Content reuse (Variables and Snippets) in Document360.


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