Creating content
As an author, you can create content by using predefined content types included with the Pega Knowledge application or additional content types that Pega Knowledge administrators create. You can use these additional content types to create content using specific templates and default content attribute values. You can use content templates to write articles, focusing less on formatting and more on the content itself.
With additional publish, schedule, display, and formatting options, you can ensure that your content is published when it needs to be, archived when no longer relevant, marked for review at an appropriate time, and visible to the proper audience. Read this topic to learn how to use these features to your advantage and streamline creating content.
To create a new article, in the navigation pane of the Knowledge Portal, click Create and then click Content. Next, in the Create Knowledge Content dialog box, in the Title field, give an appropriate title to your content.
In the Content type list, select an appropriate type for your content, and finally click Submit. You will now reach the content authoring window.
Article content
Next you must choose a category from the Categories list then provide an Abstract and the actual Content body. Then you can proceed to provide the content of the article.
In the Abstract field, enter a brief description for your content. The abstract will appear with the title when users search for articles. Ensure that the abstract accurately summarizes the content of the article. An abstract helps readers determine whether the article can help resolve a certain issue or answer a certain question. Do not just paraphrase the title. Expand on it, instead.
Next, provide the body of the article and enrich it with multimedia, links, and references. Pega Knowledge offers a visual editor that has several formatting options to format your content, add references and link to other content types. Hotspot H5P Interaction: Content Editor
Note: Changing the content type after you provide content body erases that body and replaces it with the template of the new content type.
If the categories selected under the previous content type do not match the taxonomy of the new content type, you receive a warning message. The new content type will override the Publish settings, Schedule settings, and Display settings selected before.
The Utilities panel
Additional utilities are available on the right-hand side of the screen, in the Utilities panel. You can use the Utilities panel to add Attachments, Related articles and Tags to the article.
Additionally, you can follow the article or write a Pulse message.
Focus on Tags first. When searching for a published article, the application examines the article title, abstract, body, and tags to find a match.
To make the article easier to find, you can add tags in the Tags widget in the Utilities panel. Click Edit, then in the Edit tags window, enter tags and click Submit. Make sure to include the key aspects of the article and possible search queries that do not appear in the article title, abstract, or body.
Note: If Auto-tagging is enabled, tags are auto-generated after you save the article.
To enrich your article with attachments, and references to other articles, use the Attachments and Related articles widgets respectively.
After you finish creating your knowledge article, click Submit in the lower right corner, which moves the article to Advanced Settings.Hotspot: Templates.
Use the Source function to fine-tune the formatting of your content. To add features unavailable in the visual editor, you can edit the HTML code. The source editor supports both HTML5 and CSS.
Advanced Settings
In the Language list, select the default language for the article.
In the Schedule settings section, in the Publish date list, select whether the article should be published as soon as it is approved, or at a specific date in the future.
Note that even if you choose Upon approval, the article needs to be approved by a user with the KMApprover access group, then published by a user with the KMPublisher access group. If you choose At selected date, the article must be approved and published before this date but only becomes available on that specific day.
In the Expire date list, choose if the article should Never expire, or expire At a selected date in the future.
If you want the article to be for internal use only, select the For internal use (employees only) checkbox.
When you are ready, click Submit to send your content forward. The status of the content becomes Pending-Approval and must now be reviewed and approved by a user with the Approver role.
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