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04-14-2023 02:23 AM
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!
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04-14-2023 03:47 AM
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.
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04-14-2023 03:47 AM
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.
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06-09-2023 03:15 AM
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!