Create knowledge base

Use this screen to create a knowledge base. It brings together the fields needed to configure the item before saving.

Use this screen to create a knowledge base. It brings together the fields needed to configure the item before saving.

When to use

Use this screen to create a knowledge base. It brings together the fields needed to configure the item before saving.

How to create knowledge base

  1. Open Create knowledge base from the product menu.
  2. Fill the required fields and review information that affects other users.
  3. Use Save to create the record.
  4. After saving, return to the list to confirm that the item appears correctly.

Important fields

  • Title: Use a clear name that is easy to recognize in lists and searches.
  • Description: Explain the item's purpose so other users know when to use it.
  • URL: Fill it according to the screen context and review it before saving.
  • File: Choose or attach the file that the system will analyze.
  • Content: Fill it according to the screen context and review it before saving.

Available actions

  • Save: save the information entered.
  • Add file: add, replace, or remove attached files.
  • Import: bring data or files into the screen.
  • Go back: return to the previous screen without continuing the edit.