How to display related knowledge articles (Catalog item) on Catalog Tasks?

[Rajini2]

I related the KB with my catalog item using this,

1. "Related Catalog Items" related list on my knowledge articles.
2. "Referencing Knowledge Articles" related list on my Catalog Items.

How to show these related knowledge Articles on my Catalog Tasks?

Just want to make sure if there is any OOB, before I put my script.

What is the best way to show the articles on catalog task?

[Riya Verma]

Hi @Rajini2 ,

Hope you are doing great.

To display the related knowledge articles on the catalog tasks, follow steps outline the process:

Step 1: Ensure Related Lists Configuration

1. Confirm that the "Related Catalog Items" related list is properly configured on your knowledge articles.
2. Verify that the "Referencing Knowledge Articles" related list is correctly set up on your catalog items.

Step 2: Create a Reference Field

1.  navigate to the "Catalog Task" table. Add a new reference field, let's call it "Related Knowledge Articles," to establish a link between the catalog task and related knowledge articles.

Step 3: Configure the Reference Field

1. In the field properties of the "Related Knowledge Articles" reference field, set the Reference Table to "Knowledge" or whichever table you are using to store your knowledge articles.
2. Enable the "Multiple" option for the reference field to allow associating multiple knowledge articles with a single catalog task.

Step 4: Display Related Articles on Catalog Task Form

1. Go to the form layout for "Catalog Task."
2. Edit the form and add the "Related Knowledge Articles" reference field to the form layout.

Step 5: Test the Functionality

[Rajini2]

Thanks Riya.  I did not understand Step 3. Enable the "Multiple" option for the reference field to allow associating multiple knowledge articles with a single catalog task. How to do a multiple option on reference field?