The Categories screen is accessible atDocumentation Index
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/lo/knowledge/categories and allows users to create, edit, and delete the category hierarchy used to organize knowledge base articles.
Overview
TheKnowledgeCategoriesPage loads categories via useKnowledgeCategories(orgId) and mutations via useKnowledgeCategoryMutation. The page displays a flat list of categories, each showing its name, slug, description, and optional parent relationship. Edit and delete icons appear on each category. A dialog (with fields for name, slug, description, and parent category selector) is used for both creating and editing categories. Deletion is confirmed via a ConfirmationDialog before calling deleteCategory. A “Back to Knowledge Portal” link navigates to /lo/knowledge. The ”+” button opens the dialog in create mode.
Who it’s for
RequiresLO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. Creating knowledge items uses lo.knowledge.create.
Before you start
lo.dashboard.viewpermission required.- An active organization context is required.
Steps
Navigate to Categories
Go to
/lo/knowledge/categories or select “Manage Categories” from the Knowledge Portal.Create a category
Select ”+” to open the category dialog. Enter a name, slug, optional description, and optional parent category.
Edit a category
Select the edit icon on a category to open the dialog pre-filled with existing values.
Key concepts
- KnowledgeCategory: the data type with fields
name,slug,description,parent_id. - parent_id: the UUID of the parent category enabling hierarchical organization.
- slug: URL-friendly identifier for the category.
Related
Leadership
Leadership core overview.
Governance & parity
Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or
billing advice. Verify against your organization’s policies and applicable
regulations before using it for clinical, compliance, or billing decisions.
Protected health information (PHI) shown in the product is governed by your
tenant’s access controls and is never exposed in this documentation.
Documentation sources
Documentation sources
- src/routes/lo.tsx
- src/cores/lo/pages/KnowledgeCategoriesPage.tsx
- src/cores/lo/hooks/useKnowledgeCategories.ts