Assign a knowledge article to a work order or work order task

Add additional information to complete tasks.

始める前に

To enable the search and to attach articles on the form, the system administrator must do the following:

• Configure the work order and work order task forms to display the Related Search Results section on the forms.
• In the glide.knowman.attach.fields property, add work_notes to the Value field. This enables the attaching of articles to the work notes.

Role required: wm_initiator, wm_qualifier, wm_agent, wm_manager, wm_dispatcher, or admin

このタスクについて

As you enter a short description for a work order or work order task, a list of relevant knowledge articles is displayed that you can associate with the work order or work order task.

手順

1. Navigate to a work order or a work order task form.
2. Click Related Search Results.
   A list of articles that match the text entered in the Short Description field are displayed.
3. To preview, click the article.
4. To attach an article,
   • To attach the article you're previewing, click Attach to Work Order.
   • To attach an article without previewing it, click Attach next to it in the list of suggested articles.
5. Click Update.

タスクの結果

The articles are added and appear under the Attached Articles tab.

関連情報

• Knowledge properties