How to make Knowledge Bases

The key to the WP Knowledge Base Theme is the categories. We could make a custom post type for specifically maintaining Knowledge Base articles, but since this theme is entirely meant for Knowledge Base and nothing else, we chose to use default WordPress category and posts. Let us see, how we need to organize categories to make the dynamic homepage of the theme.

[notification type=”alert-info” close=”false” ]Note: For the knowledge base appearance to work, you need to create a page with “Knowledge Base Page” template and use that page as the static front page. More information can be found here.[/notification]

[icon type=”glyphicon-adjust” class=”ipt-icon-menu”]Organizing Categories

WP Knowledge Base Theme assumes you have hierarchical structure of categories, where:

  1. The top most parent category represents individual products to which knowledge base is for.
  2. The child categories simply categorizes the knowledge base articles.

This screenshot show how a general two tier category system is made for the theme:

Category Structure

Category Structure

Customizing Parent Categories:

As said before, parent categories are referred to as products. While creating a parent category, you will need to provide the following additional information.

Parent Category Settings

Parent Category Settings

Description:

This is shown inside the popover on home page and any parent category page.

Support Forum:

This is shown on the home page, on parent category page and on all subcategories of this category. Also, if you are using the Affix widget, then it is shown there as well.

Icon Class:

This is optional. But if you provide it, then this will be used for the Knowledge Base Widget. Information on available icon classes can be found here.

Image URL:

A link to an image of size 128X128. This is shown on home page and parent category page. The image is circled off and may trim some components. So make sure to use some circular image for compatibility.

Customizing Child Categories:

Child Category Settings

Child Category Settings

Child categories are shown below parent categories on home page. Additionally:

  • All child categories inherit parent category support forum link (if present).
  • Child categories can have their own description.
  • Child categories can not have any images but, they can and should have icons.

Description:

This is shown on the popover of the parent category page (with listing of all child categories) and on child category archive page.

Icon Class:

This is shown on home page (on every parent category listing) and on parent category archive page.

For a list of available icon classes check this post.

[icon type=”glyphicon-edit”]Creating Knowledge Base Articles

Creating Knowledge Base articles is as easy as creating nothing but posts. Learn below.

Creating an article:

Selecting a child category

Selecting a child category

Just create normal Posts and tick a single subcategory. Do not put an article under two categories otherwise this will lead to improper behavior.

Automated Like Button:

Once you publish an article you will see a nice button below it, using which your customers can “Like” it. It will also show the number of people who “Found this article useful” beside it. (Hey, make sure to “Find this article useful”).

Controlling number of articles shown:

The Affix Widget will show all articles under the current sub category. For the rest (home page, parent category page, child category archive page etc) number of articles is controlled via WordPress settings itself. Simply go to Settings [icon type=”glyphicon-arrow-right”] Reading and set the number of posts by entering a value in “Blog pages show at most [___] posts”. Simple enough.

[icon type=”glyphicon-picture”]Visualize it!

See the gallery below to see how different components are shown on different pages.

That’s it. Have fun.

Swashata has written 257 articles

Hi there, I am the Lead Developer at WPQuark.com. I love to create something beautiful for WordPress and here I write about how to use them. When I am not working, usually I am doing a number of other creative things ;).

12 thoughts on “How to make Knowledge Bases

  1. Lokesh says:

    Hi,
    I am testing this theme for one of my blog, and it is working great.
    Only one problem I am facing is with automated like button. When I press like button, it returns the whole homepage HTML and render in place of button and below it.
    I am not using any 404 redirect plugin. Please help.

  2. Lokesh says:

    Never mind. I had messed up while doing something custom functionality. It is working like a charm.
    Thanks for most beautiful and useful theme I found till date.

  3. John Hartman says:

    We want to use this theme for a knowledge base for internal customer support. All new users are authors. Is there any way to allow posting and editing from the front-end?

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