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Michael Greenwood Member since 2017 8 posts
Saltech Consulting
Posted: 6 months ago
Last activity: 6 months 3 weeks ago
Solved

Self Service Advisor - Pega knowledge content not shown

Scenario: 

I am trying to implement a self service advisor in Pega 8.4 customer service. I would like to do 2 things:

  1. Display articles and content configured in Pega Knowledge.
  2. Allow a user of the self service advisor to be able to download the knowledge content articles. These articles will contain standard forms the customer must download and send to a 3rd party. 

Steps completed so far:

  • Created a help site in pega knowledge
  • Created a taxonomy in pega knowledge
  • Created content for the categories and published.
  • I have not added and additional security to the content or marked for internal use. 
  • In self service application configured self service configuration to use the help categories. 
  • Deployed the self service download to a mock website (in a pega portal) 

result: 

I can see the help categories display correctly and the menu hierarchy is correctly displayed and I can navigate to the articles and see the summary text. However the 'read more' link does not work or display anything. 

link to content

 

Questions: 

  1. Is there some specific security settings or roles needed for the self service advisor to be able to see the article content? 
  2. How can I generate a link for the content to be able to be downloaded from the self service advisor?

 

 

 

Pega Knowledge 8.2 Conversational Channels Cross-Industry Solutions Consultant
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