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Content types

Updated on November 29, 2021

Pega Knowledge includes two content types: Authored and URL. However, Pega Knowledge administrators can create additional content types as needed to meet the business requirements.

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Creating a content type

As a Pega Knowledge administrator, you can create new content types to facilitate quick article creation with the correct template and default attributes. When you create a content type you select a template and then configure default values that automatically populate the article attributes when the author selects that content type. Default values streamline the content creation process and provide authors with a faster more consistent way to create content.

Note: Before you begin creating a new content type, ensure that you have created the appropriate template if none of the current templates meet your needs. For more information, see Creating a template.
  1. Log in to the Knowledge portal as KMAdministrator.
  2. From the left navigation pane, click Configurations > Content types.
  3. On the Content types page, click Add new content type.
  4. In the Content type field, enter a name for the content type, for example, Newsletter.
    The Mark this content type active checkbox is enabled by default. Clear this checkbox to make the content type inactive.
  5. In the Default template field, select the default template to use for the new content type. The content type format will use the formatting from the template. If you leave this field empty, the current default template will be used if the Enforce default template checkbox on the Published tab of the Templates page is selected. For more information, see Creating templates.
  6. Under Default settings, select the appropriate checkbox:
    • Schedule review in – Select this checkbox to automatically schedule a content review in a specific timeframe. If selected, an additional field displays for you to select the timeframe.
    • For internal use (employee only) – Select this checkbox to make the content available for internal use only.
    • Show version number on content – Select this checkbox to show the version number on the content.
    • Mark as active – This checkbox is selected by default. Clear this checkbox to make the content type inactive.
  7. In the Allowed categories section, click Add to select the categories of information that you want to make available for the new content type. You can select multiple categories.
  8. In the Default languages section, click Add and then select the default language for the content created using this content type. You can select multiple languages.
  9. Click Submit. The new content type is added to the Content type page.

Editing a content type

Pega Knowledge administrators can edit a content type that they created at any time to update the default template or change the publishing settings. Updates to a content type does not affect content previously created using that content type.

  1. Log into the Knowledge portal as KMAdministrator.
  2. From the left navigation pane, click Configurations > Content Types.
  3. On the Content types page, locate the content type you want to edit, and then click the Edit icon to the right of that row.
  4. In the Edit content type dialog box, edit the settings, and then click Submit.

Deleting a content type

You can delete a content type that you created only when there are no existing articles linked to that content type.

If there are existing articles linked to a content type that you want to delete, you must update those articles to use a different content type, and then delete the content type.
  1. Log into the Knowledge portal as KMAdministrator.
  2. From the left navigation pane, click Configurations > Content Types.
  3. On the Content types page, locate the content type you want to delete, and then click the Delete icon to the right of that row.
  4. In the Delete content type dialog box, click Delete.

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