Hi,
I would like to show the incident record under one of the related list on the knowledge form on which i have selected one KB article from the related search results document and marked as this helped.
For example in the below image 1) I am choosing one KB Article from the "Related Search Results" tab and select "preview" and marked that as "This Helped".
2)After the saving the Incident form I want that incident which has been marked only as "This Helped" to be displayed under the knowledge form in one of the custom relationship i created. I tried myself by creating custom relationship and applied to "Knowledge" Table and queried from "cxs_relevant_doc_task" relevant knowledge task table to achieve this. This is how it looked:
3) This brought me all the incidents tagged as "This Helped" under that related list on the knowledge form. Refer the image below:
4. As mentioned in the beginning I want only those specific Incident records under 1 knowledge article on which it has been marked as "This Helped" should be displayed under the related list. I don't know how to query further to achieve this.
Looking for help!
You're close, but I think your 'Relationship' record in step 2 is probably querying from the wrong table. This should get you what you need.
1) Change your 'Queries from table' value to query from the 'Relevant document detail [cxs_rel_doc_detail]' table.
2) Use this for your 'Query with' script
(function refineQuery(current, parent) {
// Query for relevant docs
current.addQuery('relevance', 'This helped');
current.addQuery('relevant_doc', parent.sys_id);
current.addNotNullQuery('relevant_doc');
})(current, parent);3) Configure your related list layout to include the 'Relevant Document.Relevant To' field and remove anything else you don't need. You should end up with something that looks like this.
You're close, but I think your 'Relationship' record in step 2 is probably querying from the wrong table. This should get you what you need.
1) Change your 'Queries from table' value to query from the 'Relevant document detail [cxs_rel_doc_detail]' table.
2) Use this for your 'Query with' script
(function refineQuery(current, parent) {
// Query for relevant docs
current.addQuery('relevance', 'This helped');
current.addQuery('relevant_doc', parent.sys_id);
current.addNotNullQuery('relevant_doc');
})(current, parent);3) Configure your related list layout to include the 'Relevant Document.Relevant To' field and remove anything else you don't need. You should end up with something that looks like this.
