Adding knowledge base article to the incident when creating a new article from the closure information.
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10-07-2016 12:43 PM
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)?
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10-11-2016 07:26 AM
I agree that it's a waste of space, which is why I want just a field vs. a whole list. I'm guessing there might be a way to do a reference on the table so I can pull the individual field name for the KB number in (or at least that's my theory).

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10-24-2016 07:05 PM
Mark, if you want to do a single field you could do that.
Create a field (u_knowledge) on the Incident form [may want to put it on Task if you plan to use it on other forms] and place it where you want it. Create a Business Rule on the Knowledge form that runs after insert and update, only if Source is populated, and sets the u_knowledge field on the 'Source' table.