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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Define a knowledge article category

Each knowledge base has a hierarchy of categories that organizes the articles.

Before you begin

Role required: knowledge_admin, knowledge_manager, CanContribute access to the knowledge base

About this task

Define a hierarchy for categories by creating parent-child relationships. Each hierarchy consists of a top-level category and a structure of subcategories, which are also named the child categories. The category hierarchy is saved in the Full category field in the Knowledge Category [kb_category] table.

You can create and edit categories separately for each knowledge base.

Procedure

  1. Navigate to All > Knowledge > Administration > Knowledge Bases.

  2. Select a knowledge base you manage.

  3. Create a top-level category.

    1. In the Knowledge Categories related list, click New.

    2. On the Knowledge Category form, fill in the fields.

FieldDescription
LabelLabel for the category.The label appears as the name of the category.
ValueValue for the category you use when referencing the category in scripts.
Parent IDTop-level component associated with the category.This field is automatically set to the top-level component ID.
ActiveOption to enable the category.
3.  Click **Submit**.
  1. Create a child category.

    1. Expand an existing category and click New within the expanded section.

    2. Fill in the Knowledge Category form.

    3. Click Submit.

What to do next

In addition to using categories defined by a knowledge manager, knowledge contributors can add and edit categories when editing an article.

Parent Topic:Configuration tasks for knowledge managers

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