Hello!

To add a static folder in the Knowledge Base section, the client should add the following values to the "Schemas for enabling static folder in folder tree" lookup (which should be created first).
 

• KnowledgeBaseArticlesList
• KnowledgeBase_ListPage
• KnowledgeBase

After adding these values, the static folder option will be available:



Let us know if you have any further questions. 

Have a great day!

Hello Sasor, 

If we're talking about Data Binding, when transferring the KnowledgeBase, it's likely necessary to also transfer the KnowledgeBaseFile, since the article references attached files in order to display them properly.

Hello, 

To design the stages panel in Freedom UI please refer to following link: 

https://academy.creatio.com/docs/8.x/no-code-customization/category/case-designer-workflows

Thank you for reaching out!

Hi Harvey

I recommend using an integration tool like Make.com to automate transferring KB articles from Pre to Prod. Configure Make.com to fetch articles from Pre instance then insert them into Prod. This avoids dependency on packages and works seamlessly across versions.

Thank you
Mohamed
 

Mohamed Ouederni,

Interesting, do you use this in other use cases ?

Damien

The way that the OOTB KB area does it is it binds an attribute to the crt.RichTextEditor control's "plainText" property. This returns the text version of the contents. If you view KnowledgeBase_EditPage you'll see the plainText property there

The attribute there is added to the model in the viewModelConfigDiff, which is how it's bound to automatically save to that path.

Also, a side note, there's a process added from the CoPilot stuff which exists in recent versions that can be used as a subprocess for stripping out HTML tags from text, called "Trim html in text". You can use a process and pass in the InputText parameter and you'll get back the text without the HTML tags in the OutputText param. This would be easy to use as a process to save the unformatted text as well.

Ryan

Ryan Farley,

Thank you. It's very clear and helpful.

Hello!

There are 2 options for how you can search for information in the Knowledge base apart from the Global search.



You can use filters (you can see a list of them in your screenshot).

If you need to apply a more complex filter with several search parameters and conditions, use the advanced filter. For example, you can use it in the [ Activities ] section to display all meetings with new customers.

A more detailed explanation you can find here: https://academy.creatio.com/docs/user/platform_basics/business_data/fil…

Best regards, Mariia

Hi Oliver,

You can possibly do it and here is small instruction on how:

1) At first write an example of a code you want to highlight and do it manually using the options above the text. Save the result.

2) Get the value of this field from the database, it should look something like this:

 <div>hello there&nbsp;</div>  <div>&nbsp;</div>  <div>define(&quot;PrcAcceptanceCertificate777ab4cfSection&quot;, [], function() {<br /> &nbsp;&nbsp; &nbsp;return {<br /> &nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;entitySchemaName: &quot;PrcAcceptanceCertificate&quot;,<br /> &nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,<br /> &nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,<br /> &nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;methods: {}<br /> &nbsp;&nbsp; &nbsp;};<br /> });<br /> &nbsp;</div>  <div>&nbsp;</div> 

3) In this value take a look at how the system applies styles, you need to do it automatically in your method.

4) Write a method that will apply needed highlights to your text.

var text = this.get("Notes");

text.DoSomethingToModifyIt();

this.set("Notes", text);

Probably the hardest point would be finding the js code in the whole text because for the system there are no differences between a normal sentence or parts of the code. But if you manage to do it, then applying highlights is not that difficult to do.

Hi,

phew, that sounds like a lot of work.

I was thinking more of a js library that you can just use.

There must already be something integrated in creatio, because there is the source code area. Couldn't we just use that somehow?

Or a component in the editor like here in the community area

Regards,

Oliver

Oliver Herzog,

Slightly misunderstood what are you trying to do.

Can you please specify what source code area you are referring to?

Sorry for the misunderstanding!

I just want c#, js or html to be displayed "nicely" in the richtext editor. In the first post you can see how it should not look like.

No logical check or something like that.

Something like the code snippet function here in the community.

Oliver Herzog,

Unfortunately, right now highlighting the code lines like the "Code snippet" function is impossible on the system itself due to a base logic of RICH_TEXT fields.

I registered your suggestion for our R&D team, thank you for your idea.

Hello Amritha, 

Based on the provided information I can assume that you are referring to Playbook hints functionality. It can be configured in the corresponding "Playbook" tab of the Knowledge base record:

And based on our settings, this article will be available for a user as a Playbook hint on the Case record page, once case is in status "In progress":

Please refer to the article below for more detailed information:

https://academy.creatio.com/docs/user/crm_tools/knowledge_base/playbook…

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thanks Anastasiia. But unfortunately "Playbook" option is not available in the given instance [7.17.4] 

As shown in the above screenshot, i have connected the category, service type and service.

Later, created the case with the same type, as shown below

but the knowledge base is empty.

Please do help on how to get the "Playbook" in the 7.17.4 version or alternative to get the knowledge base linked to the case appropriately.

Thanks,

Mayan

Hello!

1) NotHtmlNote is used for working with CKEditor to modify text in Creatio (CKEditor is used in emails and templates designer for example).

2) Never heard about any gotchas so far :)

Best regards,

Angela

Angela Reyes,

Thank you Angela for your quick response