Category manager

Show the 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. From the knowledge base portal, go to Settings → Knowledge base site → Article 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

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

4. When toggled off, the Category Manager in your public knowledge base will display 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.

1. From the knowledge base portal, go to Settings → Knowledge base site → Article 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

3. 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.

• You can also choose the number of days that the tag appears on 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 it from 1 to 90 days based on your requirements.

4. 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 editing 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 Settings → Knowledge base site → Article settings and SEO → Article settings
2. Under Category manager, toggle the Automatically mark article status option to Off

How to set the article status indicator manually?

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 the 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.

1. From the knowledge base portal, go to Content tools → Bulk 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 on 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.

1. From the knowledge base portal, go to Settings → Knowledge base site → Article settings & SEO → Article settings
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 Settings → Knowledge base site → Article settings & SEO → Article settings
2. Under Category manager, you can find the Custom status indicator
3. Click on the color option just below the toggle

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

Adding a custom status indicator for an article

Custom status indicators can be added only manually.

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.

1. From the knowledge base portal, go to Content tools → Bulk 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

1. From the knowledge base portal, go to Settings → Knowledge base portal → Localization & Versions → Localization variables
2. Under Category manager, type in the desired text in the Custom field and click Save

Bubble up status

What is Bubble up status?

The Bubble up status lets readers view which categories have been updated with the latest articles. This feature helps you to notify the readers about new and updated articles using a number bubble on the category manager.
When there is no bubble up status for a category, readers find new and updated articles only by opening the category in the left navigation pane (category manager) and viewing the status indicator tags next to the article. Thus, notifying the readers about the latest articles can be easy with this feature.

How to enable the Bubble up status in my project?

1. From the knowledge base portal, go to Settings → Knowledge base site → Article settings and SEO → Article settings
2. Under Category manager, toggle the Show bubble up status option to On.
   To disable the Bubble up status, toggle the Show bubble up status option to Off

Where does the Bubble up status appear?

• The count of the articles in New, Updated, and Custom statuses appears next to the category name
• This applies to all categories: Folder, Index, and Page.
• The Bubble up status also appears in both categories and subcategories

How long does the bubble up status appear?

• The bubble up status disappears when the status indicator disappears from the article (i.e., the time limit for the article status indicator visibility has expired)
• It will appear until the respective category/subcategory contains any article with the article status indicator (New/Updated/Custom)
• Bubble up status will not disappear when a reader clicks on it

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

You can localize the below text that appears on the Category manager (Left navigation pane)

1. Go to Settings → Knowledge base portal → Localization & Versions → Localization variables
2. Select the desired language in the Select language section
3. Expand the Category manager section
4. Update the desired text

5. Click Save