Summary
The TeamDynamix Knowledge Base module allows customizing Client Portal pages with HTML widgets, RSS feed widgets, and built-in KB article widgets. The "Recently Created Articles" widget displays a list of KB articles sorted by date, with newest on top. However, this modules lacks functionality to filter the articles for a specific category, specific tags, or specific keywords. This article shows a work-around for creating a Recently Created Articles widget filtered by category.
Steps
Use the search page to filter the articles
- Using the search function in the client portal, filter the articles by a specific category.
- Copy the URL from the search results page. It should end in /KB/Search?CategoryID=nnn.
Use a third-party RSS feed generator to create a feed of the search results
- Create an account at a third-party RSS feed generator site. This example uses FetchRSS but there are many other tools available.
- In the RSS feed generator app or website, create a new feed and paste the URL from the results page in the previous steps.
- Generate the feed, and copy the feed URL in either Atom or RSS format.
- Optional: to track analytics, you can create a "proxy" feed in FeedBurner, using the feed URL from the previous step. In this case, the FeedBurner feed URL will be used in later steps instead of the RSS feed generator's URL.
Embed the RSS feed into a custom page
- In the Admin portal, go to Modules and Pages -> RSS Modules.
- Click +New to create a new RSS module.
- Paste the feed URL (or FeedBurner feed URL) into the Feed URL box. Provide a name (title) for the module, set the appropriate level of detail, set the category to Feeds, and click save.
- In the Admin portal, go to Modules and Pages -> Pages and either create a custom page, or customize an existing page.
- In the Content tab, drag the RSS module (under News) from the previous step into the content area. Add any other widgets as needed, and click Save.
- Activate the Page.
- In the Client Portal, navigate to the custom Page created in the previous steps, and refresh it. It should now display the custom RSS feed with the latest KB articles, filtered by category.
Resources
About the Author
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Gabriel Mongefranco is a Mobile Data Architect at the University of Michigan Eisenberg Family Depression Center. Gabriel has over a decade of experience in data analytics, dashboard design, automation, back end software development, database design, middleware and API architecture, and technical writing.
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