Knowledge base article lifecycle process
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06-12-2023 06:35 AM
Hi,
I need to force owners of expiring knowledge base articles to review them and decide if those should be retired, updated, and published, or keep it published as they are still valid.
I found this article Knowledge article expiration date notification - "valid to" date - Support and Troubleshooting (serv... but it seems to me that even though the "Notification for Article Expiry Warning" is active nobody receives any notifications. How can I check it out?
/Mike
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06-12-2023 07:12 AM
Try creating a flow designer:
1.- Go to Process Automation -> Flow Designer.
2.- New Flow and fill the information.
3.- I recommend to Repeat every day, you can change this parte in accord with your necessities.
4.- In actions create 1 Action "Look Up Records"
5.- Selec kb_knowledge as a table
6.- Add your condition for expiring date article
7- Select a Flow Logic For Each Item in the look up
8.- Select a Send Email Action
9.- Select the Target Record for your for Each
10. In you To, select the created by or your owner field, from your For each logic.
11.- Add the subject and body of your email.
12.- Save, activate and test
Maybe the email look like this:
Hope that help you
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06-12-2023 10:16 AM
@Marco0o1
Interesting approach to solving a common challenge.
Is there a way to automatically archive/retire the Knowledge Articles once the article is x months past the 'Valid To' date value as a means to perform automatic housecleaning within the application?
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06-12-2023 12:02 PM
Of course you can,
Using the example I give you, just take the Valid to is Less than the time the event is scheduled:
And instead of send a email in the In the for each records, you can use Update value: Active to "False". Or you can delete the record.
If you want to compare Dates yo can use Date Compare in the Flow and using a if condition:
Just need to use your triggers, when you want to trigger or schedule.
Hope that help you.
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06-16-2023 04:04 AM
Thank you @Marco0o1 for the suggestion.
This looks like a Power Automate in ServiceNow which is exciting and frees up possibilities. Thanks for showing me this way.
Unfortunately, I end up with some errors and have no idea where to fix them.
Here is what I have built.
And when I expand the error log:
I have no idea what e-mail it misses.
I have even set in the following condition, but it didn't eliminate the error.
Any ideas?