Is there a way to move Knowledge Categories between Knowledge Categories?

trishlipe · ‎11-01-2017

Example: We currently have a Knowledge Category of Acute Case Management that is a sub category or Quality&Regulatory. Support for this has changed and Acute Case Management needs to be moved under Nursing Informaticist.

Is there a way to move these or do I need to build new Categories and then move each of the articles?

sireeshakilli · ‎11-01-2017

Hi Trisha,

You can move articles between knowledge bases. For example, you may want to move articles from the default knowledge base when migrating to knowledge management v3.

To move an article:

Edit the article.
Change the Knowledge Base field value.
After moving an article, the Apply Default Values dialog box prompts you to populate certain fields in the article with default values from the new knowledge base. If the new knowledge base has no default values, the dialog box does not appear.
If the new knowledge base has default values, click OK to overwrite fields with the default values, or Cancel to leave all fields unchanged.
Click Update.

You can define default values for articles in knowledge bases you manage using the Set default knowledge field values field on the Knowledge Base form.

Thanks,

Sireesha

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Jenner Guzman · ‎07-02-2020

This article saved me hours of work. Thank you so much!

Ortega Sergio · ‎01-18-2021

Hi, very helpful answer. Which roles are required for this action? Thanks!

Tilda · ‎12-01-2023

Thank you, this was still very helpful!

Steve A · ‎08-28-2018

Go into the Knowledge - >Administration menu and select Knowledge bases
The related items tabs at the bottom have all the categories shown for that KB
Drill into the category you wish to move and change the Parent ID From KnowledgeCategory: Quality&Regulatory to Acute case Management
This should move the category to the correct parent.