Incident - Attach Knowledge Article apply template
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06-02-2025 06:53 AM
Hello -
In the incident record, under Related Search results, there is a button "Attach" to attach the knowledge article to the incident record. In this we have a requirement, if the knowledge article has a custom field (u_Template) referenced to the (sys_template) table, then we need to apply that template to the incident record.
How can I achieve this? Could you please assist?
Thank you
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06-02-2025 07:01 AM
hey Angel,
Can you provide the script from the button?
BR,
Hristo
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06-02-2025 07:08 AM
Hi Hristo -
It is under Table configuration. I don't think there is a script for this action
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06-02-2025 07:11 AM
This is under Contextual Search > Table Configuration
Incident record
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06-02-2025 07:21 AM
got it, thanks, well according to the documentation the changes that you can do to those actions is pretty limited:
The search actions that you can modify are as follows:
- Action label: Label on the action button on the preview window. For example, This helped or Attached To Incident.
- Attachment type: Method to attach a knowledge article with the record. You can embed a link (recommended) to the article or embed a copy of the article.
- Show on new record: Enables the Attach button to appear when you are creating a record. Prior to the London release, the user had to fill out and save the form, then re-expand the related search results to access the Attach button.
Please mark my comment as helpful or correct if it helped you
BR,
Hristo