Knowledge Base Articles Periodically Marked for Review

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Posted on by extersphere

Hi there I was hoping someone could help me answer this question - is it possible to automatically have a knowledge base article be marked/indicated that it must be reviewed every 6 months? To set some sort of notification that someone must re-review an article periodically?

Thank you!

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extersphere 75 on at

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RE: Knowledge Base Articles Periodically Marked for Review

Thank you!!
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LeoAlt 16,331 Moderator on at

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RE: Knowledge Base Articles Periodically Marked for Review

Hi partner,

You could use Flow and workflow to do this.

1.Create a new date field named "review Date" in KB form, and create a workflow to set the createdon date to review date when creating the KB article.

2.Create a new Scheduled Flow and let it run every day midnight.

3.Add a CDS list records action, and filter out the records whose review date equals current date -6 months (addDays(UTCnow(0,-6)).

4.Add a new action to send email. We could add KB title or Number in email content to notify the user which KB should be reviewed.

5.After send the email successfully, we update the review date to current date.

Hope it helps.

Best Regards,

Leo