editing

Why can’t I see an existing knowledge base category when creating or editing articles?

There are two types of categories in the knowledge base: parent categories and subcategories. Parent categories cannot have knowledge base articles attached to them, while subcategories can. The image below shows an example of a parent category. Since the example above only has one parent category listed, a subcategory must be added before any articles can be created. When …

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Editing & Sharing Custom Views

Please Note: The left navigation may appear different than what you see on your site. We have upgraded our user experience, but all functionality and steps from this video are the same. You can edit and share your custom view by clicking View Settings in the upper-right corner. This will reopen the View Designer. From …

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Editing Custom Field

Editing Field Definition Group You can edit or remove any Tickets, Assets, or Users custom field in a field group by clicking on Edit or Remove on the left side of the listed field.  To edit a condition, click on the condition to make changes. Hover over the condition and click the X icon to …

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Asset Statuses

Please Note: The left navigation may appear different than what you see on your site. We have upgraded our user experience, but all functionality and steps from this video are the same. Adding a New Asset Status You may come across an asset status not currently in Incident IQ.  Administrators can create new asset statuses …

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Asset Types

Please Note: The left navigation may appear different than what you see on your site. We have upgraded our user experience, but all functionality and steps from this video are the same. Overview The primary goal of Asset Types is to categorize different types of assets. This way, you can quickly access them by their …

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Asset Funding Sources

Please Note: The left navigation may appear different than what you see on your site. We have upgraded our user experience, but all functionality and steps from this video are the same. Adding a New Funding Source You may come across an asset funding source currently not in Incident IQ. You, as administrators, can create …

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Editing and Sharing Custom Views

Please Note: The left navigation may appear different than what you see on your site. We have upgraded our user experience, but all functionality and steps from this video are the same. You can edit and share your custom view by clicking View Settings in the upper-right corner. This will reopen the View Designer. From …

Editing and Sharing Custom Views Read More »

Editing & Sharing Custom Views

Please Note: The left navigation may appear different than what you see on your site. We have upgraded our user experience, but all functionality and steps from this video are the same. You can edit and share your custom view by clicking View Settings in the upper-right corner. This will reopen the View Designer. From …

Editing & Sharing Custom Views Read More »

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