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Description
Knowledge Base shortcuts allow a KB article or a KB category to appear in multiple categories without recreating the item. This article provides information about knowledge base shortcuts for TeamDynamix Knowledge Base (KB) editors.
Steps
Creating a Shortcut
Step 1 - While not required, it is easiest to navigate to the category level in the KB where you'd like the new shortcut to appear.
Step 2 - Click the + New Shortcut button
Step 3 - In the window that appears, you will have the following options:
- Shortcut Type
- Article or Category
- This will provide you with the option to create a shortcut for either an article or a category.
- Target
- This is the item (article/category) to which the shortcut will point.
- Parent Category
- This is where the shortcut will appear.
- Tip: if you navigated to the correct category (step 1) this will be autopopulated.
- Order
- This will determine in what order the shortcut appears in the selected Parent Category. This should normally be left as "1" for articles or "0" for categories, the same as on any other article or category, so it will sort in with all the rest of the items in that category.
- Pin Shortcut (if article)
- This will place the shortcut at the top of the list of articles in the Parent Category selected.
Step 4 - Save
Editor View
For KB Editors, shortcuts will have an Anchor icon. This icon does not appear to clients or non-editors.
Article Shortcuts:
Category Shortcut:
Editing/Deleting a Shortcut
To edit an existing shortcut, click its Anchor icon. 
Edit any of the fields and save. Or, delete the shortcut by clicking the red Delete Shortcut button in the top right.
Editing an Article via its Shortcut
The Edit Article button appears, even when viewing an article via a shortcut. If you click the Edit Article button, keep in mind that you are editing the original article, not a copy. Any edits made will appear wherever this article appears, including in other categories.
The editor window will show the breadcrumb trail of the article's actual location and will display a notice that includes a link to return to the shortcut location.
Note