Notifications for knowledge articles getting retired
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10-10-2024 03:53 AM - edited 10-10-2024 03:54 AM
We have a requirement where we want to send notifications to the Knowledge article author prior to a KA retiring, set at 4 weeks and then 2 weeks and then confirmation of KA having retired.... Is there any OOTB functionality which can help to achieve this, if no how could this be implemented?
Thanks in advance!!
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10-10-2024 04:53 AM
Just create a simple flow that runs daily. Look up all knowledge articles that have the valid to date set to 4 weeks from now and use send notification action to send the notification. Then look up all knowledge articles that have the valid to date set to 2 weeks from today and do the same and when retired, again.
Flow designer is OOB.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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10-10-2024 04:58 AM
Hi Mark,
thanks for the response. could you please explain the logic a little bit in detail?
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10-10-2024 05:26 AM
The trigger is set on daily and the selection for articles is done based on workflow (you don't want already retired articles to be triggering notifications) and it's relative between 27 days from now and 29 days from now (because you can't say 'on 28 days from now'.
For each of this articles you you send a notification. You select the table and a previously defined notification (created like any other email notification on the platform where you select 'when to send' as 'triggered'. It will take the record as referenced record, so you can add number/title/etc to the email if needed.
For 2 weeks and for retired, you can add the same steps below it.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark