Managing taxonomy categories
Add, edit, and delete a taxonomy category to manage the categories for your organization. Before you create a new taxonomy, identify the categories that the business requires and whether the content in the category) that you want to create requires expert approval.
Adding a taxonomy category
- In the navigation pane of the Pega Knowledge portal, click Taxonomy.
- Click Add category.
- In the Category name field, enter the name of the new category.
- In the Authorized role list, select the appropriate Authorized role to add security content visibility setting to a taxonomy category.
Note: You can apply multiple roles to a category.
- Optional: If Expert approval is enabled, configure expert approval.
- In the Category expert type, select User, Work queue or Team.
- If you selected User, in the Expert user list select the users that can provide expert approval.
- If you selected Work queue, in the Expert workbasket list select the appropriate work queue.
- If you selected Team, in the Expert group list select the appropriate group of experts.
Note: For details about how to enable expert approval, see Enabling expert approval.
- Click Submit to save and create the new category.
Editing a taxonomy category
- On the Taxonomy landing page of the Pega Knowledge portal, in the row of the category you want to edit, click Actions > Edit category.
- Optional: To change the category name, in the Category name field, enter a new name.
- Optional: Add or remove the Authorized roles for the category.
- Optional: If expert approval is enabled, change the Category expert type.
- Click Submit to apply the changes to the category.
Deleting a taxonomy category
- On the Taxonomy landing page of the Pega Knowledge portal, in the row of the category you want to edit, click Actions > Delete category.
The system removes the category.
Note: The system will not allow you to delete a taxonomy category if it has articles in it. All articles must either be assigned to a different category or archived before a taxonomy category can be deleted.
This Topic is available in the following Module:
If you are having problems with your training, please review the Pega Academy Support FAQs.
Want to help us improve this content?