Knowledge Base Custom Attributes

This how-to article will help TeamDynamix Administrators to create Custom Attributes for Knowledge Base articles using the TDAdmin.  The user must have administrative permission within TDAdmin

Overview

Administrators can define custom attributes for knowledge base articles. Custom attributes enable you to capture additional information about knowledge base articles, which you can then report on.

Creating and Managing Custom Article Attributes

To create a custom article attribute:

1. In Admin, navigate to Applications > [Client Portal Name] > Knowledge Base > Article Attributes. 
2. At the top of the page, click + New to create a new attribute. 
3. Enter an Attribute Name.
4. Choose an Attribute Type from the dropdown menu.
5. Enter Header Text, which is how the attribute will appear on reports, and is typically a shortened version of the Attribute Name.
6. Optionally, set the Sort Order, which determines the order of the custom attributes as they appear on the Knowledge Base article.
7. Optionally, enter a Description/Help for the attribute to explain its purpose and use
8. Optionally, check the Required box to make the attribute required when creating a new Knowledge Base article.
9. Check the Active box to make the attribute live.
10. Optionally, check the Client Visible box to make the attribute visible to Client Portal users. If unchecked, only TDNext users will be able to view the attribute when viewing an article.
11. At the top of the page, click Save.

To modify a custom article attribute:

1. In Admin, navigate to Applications > [Client Portal Name] > Knowledge Base > Article Attributes.
2. Click the Name of the attribute you would like to modify.
3. Make any necessary changes.
4. Click Save.

To delete a custom article attribute:

1. In Admin, navigate to Applications > [Client Portal Name] > Knowledge Base > Article Attributes.
2. To the right of the article you would like to delete, click Delete.
3. At the confirmation box, click OK.

Using Custom Article Attributes

You can view and edit custom article attributes in the Client Portal. When creating a new article, custom attributes will appear at the bottom of the New Article page. When editing an article, they are at the bottom of the Settings tab.

Custom article attributes display in the article's Details sidebar on the right side of the page. 

Managing Knowledge Base Custom Attributes Video

This 3 minute video demonstrates how to configure and manage knowledge base custom attributes: