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How to add a tab to case entity for related KB articles

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How to add a tab to case entity for related records.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add a tab to case entity for related KB articles

    Hi Bigred57,

    By default, you can search kb articles in case form:

    pastedimage1648453764579v1.png

    and you can link any articles to current case:

    pastedimage1648453822368v2.png

    Then you can view the related kb articles in the sub-grid:

    pastedimage1648454304201v1.png

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,506 Super User 2024 Season 1 on at
    RE: How to add a tab to case entity for related KB articles

    Hello,

    Please refer below article where it is shown, how to configure Knowledge search on the case form.

    docs.microsoft.com/.../add-knowledge-base-search-control-forms

    Thank you,

    Amit Katariya.

    Please mark this as verified if it helped you to resolve your issue.

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