Add action buttons to knowledge articles in Agent Workspace

Winnie P
Mega Sage

Hello Team, Does anyone know how to add action buttons when you open a Knowledge article in Agent Workspace for example like this:

find_real_file.png

Thank you.

1 ACCEPTED SOLUTION

Yes, the default actions are UI Macros as the button itself is designed in the Macro. 

So you can create a new UI action button for 'Flag Article' by using same logic of UI macro and display it on Workspace.

For 'Create Incident' I think there are already UI action buttons, so you can modify them and use it on Workspace or create a new button with the same logic. 

find_real_file.png

Please hit correct if this resolves your issue.

Thank you

Nitin

View solution in original post

13 REPLIES 13

Nitin_NOW
Tera Guru

Hello 

Please search and click for UI Action in the left navigation search and the list of buttons appear on the right side of the pane.

find_real_file.png

Open the UI action which you would like to display on the Workspace. Scroll down to the bottom page of the button and Under 'Workspace' tab, check the 'Workspace Form Button' so it appears on workspace view. 

find_real_file.png

Please hit correct or helpful if this resolved your issue. 

Thanks 

Nitin

Nitin_NOW
Tera Guru

Hello Winnie 

Glad you find my response helpful, if this resolves your issue do you mind marking it to correct so it goes away from the unanswered list.

Thank you

Nitin

Thank you Nitin. When you select 'Workspace Form menu' - do you need to add a client script, for the UI action to appear? 

find_real_file.png

The action buttons in the default Knowledge articles - are they UI actions? example:

find_real_file.png