1. Administering Knowledge Management
  2. Configure My Knowledge Page

Configure My Knowledge Page

You can configure My Knowledge pages by adding tabs that show Recently Updated and Favorite articles. You must configure My Knowledge in Service, Help Desk, and Knowledge independently of one another.

You configure My Knowledge using Application Composer to activate a sandbox, configure the page, and publish the sandbox. You may need to create a sandbox as part of this procedure. You must have a role that includes the FND_VIEW_ADMIN_LINK_PRIV privilege to configure the My Knowledge page, for example, the knowledge manager role. You must be an application administrator with the FND_ADMINISTER_SANDBOX_PRIV privilege to publish a sandbox.

Site-Level and Role-Level Configuration

You can configure the My Knowledge page at the site level and role level. Role-level configuration overrides site-level configuration. If you configure at the application level, all users see the changed content. If you configure at the role level, only users with that role see the changed content.

This table illustrates the roles and the levels at which the configurations are visible.

User with Roles

Configuration Visibility

customer service representative

  • Visible at site level and customer service representative level

  • Not visible at knowledge analyst level

knowledge analyst and knowledge manager

  • Visible at site level and knowledge analyst level

  • Not visible at customer service representative level

customer service representative, customer service manager, knowledge analyst, and knowledge manager

Visible at all levels

Access or Create an Active Sandbox

You must access a sandbox to configure the My Knowledge page. You can access a currently active sandbox, activate an existing sandbox, or create and activate a new sandbox.

To activate a sandbox, open the navigator and select Sandboxes. If no sandbox is active, select Enter Sandbox against the sandbox you want to activate.

If no sandbox exists, create a sandbox and activate it.

  1. Select Create Sandbox.

  2. In the Create Sandbox dialog box, enter a name, description, and specify if the sandbox is publishable.

  3. Select the tools you want for the sandbox. While the context for all tools is site, you can edit that of the page composer by clicking the edit icon. In the Edit Sandbox Context dialog select a category and then select the appropriate context, and click OK.

  4. Select Create and Enter to create and activate the sandbox.

Add Content to the Page

Add tabs to the My Knowledge home page.

  1. Open the Settings and Actions menu and select Edit Pages.

  2. Select the Site layer and click OK.

  3. Click Add Content to view the Add Content dialog.

  4. Click Open if you want to add components such as an image, moveable box, and so on to the page.

  5. Click + to add favorite articles, knowledge search results, or recently updated articles to the page.

Publish the Sandbox

Publish the updated sandbox.

  1. Open the Settings and Actions menu and select Manage Sandboxes.

  2. Select the sandbox you created and click Publish.