editing

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

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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 SourceYou may come across an asset funding source currently not in Incident IQ. You, as administrators, can create new …

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Editing and Sharing Custom Views

You can edit and share your custom view by clicking View Settings in the upper-right corner. This will reopen the View Designer. From here, you can make any changes to your custom view as needed. Also, delete the view by clicking on Delete View in the bottom-left of the window. Share your custom view with …

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Editing & Deleting Ticket Templates

Editing and Deleting Ticket Templates To edit or delete a ticket template, begin by clicking its name on the Ticket Templates page. You can edit the ticket template and click Save at the bottom of the page. Also, you can  Delete the template entirely here as well. Sharing Ticket Templates You can allow select users to apply ticket templates during the ticket …

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Editing & Sharing Custom Views

You can edit and share your custom view by clicking View Settings in the upper-right corner. This will reopen the View Designer. From here, you can make any changes to your custom view as needed. Also, delete the view by clicking on Delete View in the bottom-left of the window. Share your custom view with …

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