On the form layout for our incident, we have a closure information section/view. Within that we have the ability to check a box to create a knowledge article from the text contained within the close notes box.
What I would like to do is under that check box, be able to add the KB article number that gets created. I believe I should be able to do a reference on the task table in order to add the knowledge base table/field that I need. So, if I understand the process correctly, I would go to the task table, edit, add a new column and set the type as reference, give it the column names I want, and set my reference speculation to the table I want? If so, I'm wondering what table that would be. Would it be just the knowledgebase or the knowledge/task table (or maybe even another)?
Not sure what you mean by an 'embedded list' - embedded implies it's part of the form where technically that's not the case for a Related List. The Related List is simply doing a query for you, and showing all of the records tat match that query. Like Jacob said, Knowledge Articles can share a Parent so showing a single field doesn't make sense.
I just played around with this in our test environment and what actually occurs when you use the 'Add to Knowledge' checkbox (in Helsinki anyway) is that the 'knowledge' gets created as a Knowledge Submission record. From there it has to be reviewed and a Knowledge Article created. Until that process is completed, you won't see anything in the Knowledge Related List anyway. If at that point you wanted to edit the UI Action to fill in a field on the Parent Incident for you, I suppose you could do that.
It's more in how it is displaying. You're correct that yes, it will not put the number in right away. It's more of a "display issue". Here you can see how it appears on the form prior to attaching it as a knowledge article.
......and then once you add a knowledge article.
I would like it to not have that whole embedded window with the column names, etc. but simply be able to display that KB number there in a field under the knowledge check box.
Chekc your Form Layout, it shouldn't look like that if you added it as a Related List.
Yeah, it's not a related list, which is part of what I'm dealing with. It's part of a form/section. I have to keep it in there because of the way they want everything designed.
