Knowledge Category Restrict Create

carlosrlara
Mega Expert

We are on Geneva Patch 9 and have enabled Knowledge V3 since Fuji, One glaring problem i have with the new knowledge is that anyone can add categories. I would like to have a before update business rule abort the action and relay a message to the end user that they can not. Unless they are a knowledge admin or knowledge manager role.

8 REPLIES 8

madhvi
Giga Contributor

Hi mahesh,



U can edit "New" UI action.By putting gs.hasRole('knowledge_admin'),knowledge admin will be able to see New button.



Modify ACL- kb_category -create.


madhvi
Giga Contributor

Hi mahesh,



U can edit "New" UI action.By putting gs.hasRole('knowledge_admin'),knowledge admin will be able to see New button.



Modify ACL- kb_category -create.


pankaj16
Giga Contributor

Hi,



There are two ways by which we can restrict users to create new categories.


1. This is already illustrated above by navigating to knowledge base and selecting disable category editing.



2. You need to customize the OOB UI macros"kb_category_reference_lookup" which is rendering the category editing.


You need to define a properties which will return roles which can edit the category.


Call that properties in business rule and query sys_user_has_role and match the role passed in properties and store the result in a scratchpad variable.


Use this scratchpad variable in UI Macros and replace the line of code which was rendering category disable editing.



NOTE: Customizing a OOB UI Macros will be impacted during version upgrade. Better write a new UI Macros and disable the OOB.



Mark correct if this resolved your issue.


Thanks


Pankaj


Hi,


we have a Requirement On Knowledge Management ,click on Create new Knowledge selest Knowledge base End user /IT and select Category , Lock down the first two categories of the Category field - Category Picker. Currently the Category field is a 'free for all' - we need to lock down the first two levels and allow local territory configuration from level three. The first two levels to be provided. 1st and 2nd Cat. editable only by Admin role users 3rd and 4th Cat. editable by all ITIL Role users including knowledge manager/reviewer


can you guide me how to do it..??