In agent workspace attaching and article with work notes not additional comments

Mathias92
Tera Contributor

Hi all, In agent workspace on incident record when attaching an article how can I set that in the comments section instead of additional comments to work notes (so not to be customer visible) thank you! 

 

Képernyőkép 2023-04-14 111847.png

1 ACCEPTED SOLUTION

Balaram7
Kilo Sage

Hi Mathias,

 

Please follow the below steps to achieve the above requirement.

1)Navigate to Contextual Search > Table Configuration > open a record, e.g. Incident table with UI type as a workspace.
2)In the related list of "Search Action Configurations", open the record which has "Action label" as Attach, and "Search resource" as KnowledgeSearchResource
3) In this "Search Action Configuration" record, one field is called the "Attach note field".
4)Change this field to "work_notes" from "comments"
5)Perform a cache.do before trying it out. 

 

Please mark this answer as correct or Helpful.

 

Thank you,

Balaram.

View solution in original post

2 REPLIES 2

Balaram7
Kilo Sage

Hi Mathias,

 

Please follow the below steps to achieve the above requirement.

1)Navigate to Contextual Search > Table Configuration > open a record, e.g. Incident table with UI type as a workspace.
2)In the related list of "Search Action Configurations", open the record which has "Action label" as Attach, and "Search resource" as KnowledgeSearchResource
3) In this "Search Action Configuration" record, one field is called the "Attach note field".
4)Change this field to "work_notes" from "comments"
5)Perform a cache.do before trying it out. 

 

Please mark this answer as correct or Helpful.

 

Thank you,

Balaram.

rafi438
Tera Contributor

Is it possible to add new button 'ATTACH(FOR INTERNAL)' for the same knowledge sources by not removing existing OOTB ATTACH button?
I tried to do that,but it didnt work!