How to Relate a Dashboard within a Knowledge Article?
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‎12-30-2024 05:47 AM - edited ‎12-30-2024 06:20 AM
There are several knowledge articles that are linked within Dashboards (and of course, nobody tells the Knowledge Manager they've done this) and I am updating KBs to new templates that I have built. In this process, once the new KB has been built with the new template, the old KB is retired. Once the old KB is retired, of course that link within the Dashboards (if the article has been added to one) is broken. As the Knowledge Manager, I am trying to figure out a way for me to look at a KB and see if it is linked within a Dashboard, so I can reach out to the Dashboard Owner and let them know the new permalink for the new KB. Is there a way that if a Knowledge Article is linked within a Dashboard, for it to show up within the Knowledge Article, for example maybe under the "Related Links" or something? Or some other way for me to easily be able to find out?
Ok, so I found "Configure related lists on Knowledge form, only my permissions do not allow me access to see the list, does anyone know if there is anything in that list that has to do with the dashboards that the article may be linked within? Added attachment image.
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‎12-30-2024 01:16 PM
If for some reason you don't have the popup, your admin may need to adjust the property glide.knowman.enable_article_replacement_on_retire to be true. It is true by default, but your instance may be set up with it false.
Details on this property (and other knowledge properties) are available here: Knowledge Management properties
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‎12-30-2024 03:40 PM
Thank you! I'm hunting this down tomorrow!
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‎12-30-2024 01:21 PM
I would need to know how they are linking in the dashboard. If it's a custom iframe, probably not without some scripting/customization.
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‎12-30-2024 02:23 PM
Just through a normal widget, is what I've been told.
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‎01-02-2025 06:41 AM - edited ‎01-02-2025 06:42 AM
There are many types of widgets. For example, a report widget. If it is a report widget, the article wouldn't be on the dashboard directly (dashboard > report > articles) and have no related record (related lists) to the article.
