User Criteria - Only relevant company knowledge articles visible to users

MS17
Tera Contributor

‎06-30-2022 03:01 AM

Hi All,

I have a requirement like users can able to see only their company knowledge articles, It requires a new field 'opco' in knowledge article and matching this with logged in user's company.

I have tried user criteria and added to 'Can Read' Tab in the knowledge base, But it is not working properly, Can anyone please help me to achieve this requirement. Thanks in advance

Please refer below screenshot

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Vishwa Pandya19
Mega Sage

‎06-30-2022 03:50 AM

Hi, 

If the company name is being maintained in the user record, you can use that name in the user criteria in the companies field (which is just below active). 

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MS17
Tera Contributor
In response to Vishwa Pandya19

‎06-30-2022 03:54 AM

Hi,

The criteria is not specific to some companies, Based on logged in user's company the user can able to see only those articles 

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Leri Andrews
Tera Guru

‎06-30-2022 06:04 AM

It is difficult to understand your scenario.  Would be useful to understand the use case better.

e.g. My organisation is formed of 4 companies (A, B, C, D) which is recorded in the user record in the field 'company'.  I have 4 knowledge bases and I need the knowledge base B to be only visible to people in Company B.  I want to apply a user criteria at the knowledge base level to restrict knowledge base B to only these people.  They can be allowed to see the other knowledge bases.

OR

my organisation is formed of 4 companies (A, B, C, D) which is NOT recorded in the user record in the field 'company'.  I have 1 knowledge base and I need some of the knowledge articles to be only visible to people in Company B.  I want to apply a user criteria at the article level to restrict these articles from users in company A,C, D

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MS17
Tera Contributor
In response to Leri Andrews

‎06-30-2022 06:22 AM

Hi,

The scenario is, e.g: We have custom field on the knowledge article form called 'Opco', we have a knowledge base which has some knowledge articles from different 'Opco' (abc, xyz, etc).

If the logged in user is from the company 'abc', the user can able to see only those knowledge articles matched with opco 'abc'. 

I hope this would be useful to understand the use case better

How to achieve this?

Thanks.

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