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Relate custom field product group to knowledge article

Posted on by 235

Hello CS Experts,

In the Knowledge article form, we have this Rlated Information refernce panel that contains subgrids for diffrerent entities, one of which is Product.

In short, Product can be related to Knowledge Article. However, in our scenario, we have created a new field Product Group to replace the standard Product field. My question now is how I am going to extend that functionality of relating product to knowledge article? What view do I need to modify so that I can replace the Product with Product Group?

KB_5F00_ProductGroup.JPG

Regards,

Jolas365

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Relate custom field product group to knowledge article

    Hi Jolas365,

    By default, the selected entity should be 'Products', have you do some customizations.

    For second question--"And when I tried to look for Product entity, it is not included in the dropdown".

    You need go Settings > Customizations > Customize the system > Entities > Knowledge Articles> N:N relationships

    pastedimage1644215287626v1.png

    pastedimage1644216216574v1.png

  • Jolas365 Profile Picture
    Jolas365 235 on at
    RE: Relate custom field product group to knowledge article

    Hello Leah Ju (Leah Ju1) ,

    What I see in the entity is Connections (Connected From) and not Product and the view is Associated product.

    entity.JPG

    And when I tried to look for Product entity, it is not included in the dropdown.

    Brgds,

    Jolas365

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Relate custom field product group to knowledge article

    Hi Jolas365,

    Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

    pastedimage1643247694459v1.png

    Thanks in advance!:)

  • Jolas365 Profile Picture
    Jolas365 235 on at
    RE: Relate custom field product group to knowledge article

    Hi

    Thank you very much! I'll check on this.

    Brgds,

    Jolas365

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Relate custom field product group to knowledge article

    Hi Jolas365,

    You need go Settings > Customizations > Customize the system > Entities > Knowledge Article > Forms to open 'Knowledge Article' form.

    pastedimage1642748828173v1.png

    Double-click 'Relate Products' to open dialog, which related to 'Products' entity and 'Active Products(Field Service)', then you can edit it.

    pastedimage1642748913289v2.png

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