Skip to Content

The basics steps are first to define a Catalog, then Code Group Profiles and finally defining a subject profile.

1. Follow the following SPRO path:

SPRO path.png

2. Define Catalog:

Define Catalogs.png

    Define a catalog for every level of hierarchy level. (3 catalogs will create a 3-level categorization)

Define Catalogs 2.png

3. Next, define Code Group Profiles:

Define Code Group Profiles.png

     Select the Catalog (defined in the previous step) and create a Code Group for it.
     One Code Group per Catalog.

Define Code Group Profiles 2.png

     Proceed by creating Codes for your Code Groups.
     One Code for every value (values are per Catalog)

image 2.png

4. Next, define a Subject Profile

Define Subject Profiles.png

    Create a new Subject Profile. (One per Code Group Profile)

Define Subject Profiles 2.png

    Assign the relevant Code Group Profile and Code Groups

Define Subject Profiles 3.png

Define Subject Profiles 4.png

Lastly, log into CRM Web UI with the IC_MANAGER Business Role and find the Create Categorization Schema under the Knowledge Management Work Center:

Creating Categorization Schema 0.png

Create a new Schema and make sure to assign it the appropriate Subject Profile:

Make sure here to declare the appropriate valid-from and valid-to dates in order to activate.

Creating Categorization Schema.png

   Define your entire schema and save.

Creating Categorization Schema 3.png

Assign to a transaction type and enjoy

To report this post you need to login first.

Be the first to leave a comment

You must be Logged on to comment or reply to a post.

Leave a Reply