Creating new KB categories and migrating articles from the old category to the new one

csinnett
Tera Contributor

Hi, we're trying to have a clean up of our knowledge base. Does anyone have any guidance on creating new knowledge base categories and how to migrate knowledge articles from their old category to the new one please? Thanks 🙂

4 REPLIES 4

Dave Littlejohn
Tera Guru

I had one of the developers at the company use a script, but if you wanted a low code/no code solution, you could have a catalog item that asks for source and target knowledge base categories and then use a flow that updates all the articles in the source category to the target category.

(edit for categories as original post mentioned knowledge bases)

Kim27
Tera Guru

We are in the process of cleaning up our knowledge categories as well so interested in how to best accomplish this! 

Here's what I've found and how we are approaching this: 

  • You can change an existing tag - for example, let's say I have a tag - Service Now - and I want to change it to ServiceNow - Navigate to /now/nav/ui/classic/params/target/kb_category_list.do, change the category, and I the category will be updated.
  • From the published article list view - add "category" to your view, find the category you wish to change (make sure the category already exists) and you can change the category by selecting multiple items in the column and changing to the new category. 
    Kim27_0-1685979813872.png

     

Lauren Methena
Giga Guru

I really like the solution of changing the articles from the list view. That method works great!

 

If you have a LOT of articles (as in hundreds or more), you can also export your knowledge articles into a template (AKA Excel spreadsheet).

 

If you download your knowledge base as a spreadsheet (but in ServiceNow terms, it's a "template"), you MUST KEEP THE SYS_ID COLUMN.

 

But essentially, once you have the template, you can then go in and change anything you like (with a few caveats). In this case, you would go to the CATEGORY column (or it might be labeled KB_CATEGORY - I'm speaking in generalities here) and update all the categories you want to update. 

 

Then, once those changes are made, you upload the template into your knowledge base and all the changes are made.

 

A couple of warnings:

  • Best practice: Delete the columns that contain information you don't need to change. It prevents accidental changes to title, content, and other fields that you know you want to leave alone. So, in this case, once you have your categories the way you want them, you can delete all the other columns EXCEPT SYS_ID, because you cannot delete that. It's how the new info will be tracked back to the right article.
  • Be aware of character count limits in individual Excel cells. (You aren't going to have this issue when just changing categories. However, we ran into an issue where the admin accidentally uploaded the CONTENT field in the template, and a bunch of our articles were suddenly truncated, because each cell in the CONTENT column cut off after XXX amount of characters - and it was the HTML for each article, so the articles with more coding truncated earlier and more often than other articles - it was a mess.)

Looks like you have some good options now. Making changes in the Excel spreadsheet and then uploading them was a relatively easy and painless process. I highly recommend.

 

I hope this helps! Good luck to you!

 

csinnett
Tera Contributor

Thanks so much for all of these solutions! They are super helpful!