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Microsoft Dynamics CRM (Archived)

Knowledge articles by category

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Posted on by 1,570

Hello,

I create KB articles (Service Hub) and assign to categories. When using the KB search feature in a form I can search by keywords.

Maybe I am missing it but I don't see ability to search/filter by category in a form . 

Is searching by category possible?

Thank you.

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  • TomSmelser Profile Picture
    TomSmelser 1,570 on at
    RE: Knowledge articles by category

    I have not found an easy way.  One possible solution would be a custom workflow activity that populate a searchable field on the article. Like category3, category5, etc.  That would limit the manual entry, but a bit of work to setup.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Knowledge articles by category

    I am also struggling with this.  I know that we can use the Subject field to help with search but I was hoping to use the Categories instead.  We plan to use a partner portal in the future and Knowledge articles can be sorted via categories there with ease.  But in the service hub, I cannot seem to search or filter by category.  Can this be configured?

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