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Working with Categories

Displaying categories

Click Categories in the sidebar to open the category tree for the selected knowledge base:

GKC Categories01 0917.png

Creating a category

Gkc-cms create document.png
Click Create.

Note: If you select a category from the category list before clicking Create, the new category will be created as a child of the category you selected.

Gkc-cms category fields.png
Enter values for the mandatory fields (marked by the red star), as well as any other fields you have data for.
Gkc-cms save and close document.png
Click Save & Close or select one of the other options in the Save & Close button's drop-down menu.

Translating categories

For a quick reference on how to:

you can reference the video below. Although the information in the video pertains to translating Documents, much of the process is the same —

GKCCatTrans01.png
Select a category to translate to the current language.
GKCCatTrans02.png
Click the arrow next to the Translate menu and choose one of the three types of translations from the list:
  • Translate (no source) - Creates a blank category in the selected language for manual translation.
  • Translate (with source) - Creates a copy of the source category, copying all the content into a newly created language version. Content then needs to be manually translated to the selected language.
  • Machine translate - Uses a machine translation service (needs to be configured by your administrator) to create a category in the selected language by translating the content of the original category.

Translate (no source)

GKCCatTrans03.png
Click the arrow next to the Translate button in the toolbar and choose Translate (no source) from the menu.
GKCCatTrans04.png
Enter values for the mandatory fields (marked by the red star), as well as any other fields you have data for.
GKC Temp 04.png
Click Save & Close or select one of the other options in the Save & Close menu.

Translate (with source)

GKCCatTrans05.png
Click the arrow next to the Translate button in the toolbar and choose Translate (with source) from the menu.
GKCCatTrans06.png
Manually translate the document fields using the source document content.
GKC Temp 04.png
Click Save & Close or select one of the other options in the Save & Close menu.

Machine translate

Important
this mode of translation is only available when your administrator has configured an external translation service to translate content.
GKCCatTrans07.png
Click the arrow next to the Translate button in the toolbar and choose Machine translate from the menu.
GKCCatTrans08.png
Make edits to the translated version of the document, if necessary.
GKC Temp 04.png
Click Save & Close or select one of the other options in the Save & Close menu.

Translating a category in compare mode

GKCCatTrans01.png
Select a category to translate to the current language.
GKCCatTrans03.png
Click the arrow next to the Translate button in the toolbar and choose Translate (no source) from the menu.
GKCCatTrans09.png
Click the Compare button from the Category translation view.
GKCCatTrans10.png
Click Machine translate or Translate (with source) from the menu.
GKCCatTrans11.png
Make edits to the translated fields, if necessary. If you clicked Translate (with source), you must translate the content in the fields manually.
GKC Temp 04.png
Click Save & Close or select one of the other options in the Save & Close menu.

Category errors

When you save a category, the Knowledge Center CMS validates the values you have entered into its fields. It highlights any fields that contain errors by:

  • Marking their borders in red
  • Adding an error message below them
Gkc-cms error in category field.png

Viewing a category

To view the properties of a category, double-click the category in a list view or select the category and click View:

GKC Categories02 0917.png

The category will look something like this:

Gkc-cms category contents.png

In addition to its properties, you can see a list of the documents that belong to the category. Click a document's name to open it.

Category history

While you are viewing a category, you can click the History button:

Gkc-cms category history.png

This displays all of the versions of the category:

Gkc-cms category versions.png

Select a version to see its contents. A history drop-down menu shows which version you are looking at:

Gkc-cms category previous version.png

Each line in the history drop-down shows the following information about the version:

Gkc-cms category version menu item.png

Category version rollback

Important
This functionality is available starting with the 9.0.001.xx release of the product.
GK CategoryVersionRollback 01.png
From the category view click the History button.
GK CategoryVersionRollback 02.png
The Rollback button is displayed immediately to the right of the history drop-down menu.
GK CategoryVersionRollback 03.png
Select a historical version from the history drop-down menu.
GK CategoryVersionRollback 04.png
The Rollback button is enabled after a historical version of the category is selected. Click the Rollback button.
GK CategoryVersionRollback 05.png
The new historical version of the category is created, which is a copy of the source version. A notification is displayed which indicates that the current version of the category is a rollback version and provides a link to the source version of the current category's revision.

Comparing category versions

While editing a category you can compare the current version with any other version by clicking Compare:

Gkc-cms compare versions.png

Select the desired language and version from the drop-down lists that appear.

This mode is helpful when you want to:

  • Compare the current version with a previous version
  • Copy content from a previous version
  • Localize a category from one language to another

Compare mode displays the older version and the current version side by side:

Gkc-cms comparing two category versions.png

Click the Copy button (1) near a field to copy its value from the older version to the current one.

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This page was last modified on August 31, 2018, at 11:47.