Managed Documents to Knowledge Bases
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‎06-20-2013 12:12 AM
Im am setting up Managed Documents, and i have run into some issues.
In order to add some of the documents and procedures to a Knowledge base i have activated the Knowledge Document Plugin.
When i then add a document to the knowledgebase by setting the behavior in the knowledge settings, no knowledge bases are getting created.
has anyone ever experienced that?
Could it have something to do with lack of approvers?
As a side note to approvers i can tell that i have set them up for different types of documents, but no approval tasks is assigned to them, when a document is added.
Does anyone have a clue about what im doing wrong?
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‎06-20-2013 11:09 PM
...Or does noone have any experience with this?...
If you have time, try and reproduce it your self, its pretty easy to set up.
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‎06-25-2013 08:30 AM
I've got this on my roadmap so let me test and get back to you.
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‎06-25-2013 09:51 AM
Try this:
1. Ensure that you have approvers added to the document
2. Configure Knowledge Settings for your managed document (requires Knowledge Document Plugin): Behavior=UpdateExisting and other req fields.
3. Check in your last revision.
4. In document revisions tab, right-mouse-click the revision and select 'submit revision' to process review/approval
5. Once document is reviewed/approved, the revision should be at stage 'ready for publishing'. (Update document if needed for publishing: d-sign, pdf, etc)
6. From document revision record, select the UI action 'Publish Revision'.
7. Back at the Document record, you should know see a UI link called 'Link to Knowledge'. Select that and you should see your document in your knowledge base now.
Let me know if that helps!
-Jason
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‎06-28-2013 04:39 AM
I have moved it to my live enviorement. And when i add a doc, and want to assign group permissions, there are no groups to select amongst....its pretty odd.
Does it have something to do with the Department i add when i add a document.