Configure Report based on Related List Conditions

SNOW46
Tera Contributor

‎07-03-2019 05:48 AM

Hi All,

Currently I want to configure a report of Number of Knowledge Articles which are attached to an Incident.

I have added two fields in Related List Tab on Incident Record named "Attached Knowledge" and "Related Knowledge" but in the report I don't find this field name to pull a report.

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find_real_file.png

Can anyone help me on the same?

 

Thanks..

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gyedwab
Mega Guru

‎07-03-2019 06:30 AM

Hello,

For reporting on related records that are related using a many-to-many relationship (as these are), the easiest approach would be to report on the table where that relationship is stored. For example, "Related Knowledge" is stored on the table "Knowledge / Task Relationship", and "Attached Knowledge" is stored on "Knowledge Applied to Tasks".

If you want to answer the question "how many times" you can use count, however if you want to answer the question "how many *articles*" make sure to use a Count Distinct when you report on it.

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gyedwab
Mega Guru
In response to gyedwab

‎07-03-2019 06:31 AM

Also, if you want to include data from both these relationships, you may need to mash them up in one report.

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SNOW46
Tera Contributor
In response to gyedwab

‎07-03-2019 10:55 AM

Hi,

Can you post a sample report on which you have mentioned so that I can configure it in the same way?

And also I found like ITIL users cant able to add any Knowledge Articles in the Related List Tab for Related Knowledge or Attached Knowledge.

It's like there is no New/Edit UI Action Button visible to them.Can you please help me out in fixing this as well??

 

Thanks

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