Show Knowledge Article activity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Show Knowledge Article activity

    The Show Knowledge Article activity allows users to display knowledge articles to end users within a playbook. This feature is accessible to users with admin, pdadmin, or pdauthor roles, enabling them to enhance process automation with valuable information resources.

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    Key Features

    • Inputs: Configure activity properties such as:
      • Label: Title for the activity and playbook card.
      • Description: Information on activity usage or outcome.
      • Run Condition: Set conditions for when the activity can run using the Condition Builder.
      • Start Rule: Determine when the activity or stage should start (e.g., upon process start or after specific stages).
      • Start with Delay: Option to delay the activity's start.
      • Knowledge Article: Reference the knowledge article to be displayed, configurable with qualifiers.
      • Wait for User Input: Option to pause the playbook until user action is taken.
    • Advanced Inputs: Additional options include assigning a group or user responsible for the task.

    Key Outcomes

    This activity enables seamless integration of knowledge articles into automated workflows, enhancing user engagement and information accessibility. By configuring the appropriate inputs and outputs, users can ensure that relevant knowledge is readily available at critical points in the process.

    Display a knowledge article to end users.

    Roles and availability

    • This activity is available as a common activity. Users with the admin, pd_admin, or pd_author role can add this activity to a playbook.

    Inputs

    Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.
    Input Type Description
    Label String Title to display as activity and playbook card.
    Description String Information to display about activity usage or outcome.
    Run condition Condition Builder Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.
    Note:
    Show additional options to see this field.
    Start Rule Choice Under Schedule > Start Rule, select a start rule for when your stage should start running:
    • When process starts: Your stage starts running as soon as the playbook starts.
    • After specific stages: Your stage starts running after specified stage(s) have finished running.
    Under Schedule > Start Rule, select a start rule for when your activity should start running:
    • When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered.
    • After specific activities: Your activity starts running after specified activities have finished running.
    Start with delay True/False Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties.
    Note:
    Show additional options to see this field.
    Title String Title displayed to end users in the activity card. You can enter text or use the pill picker.
    Knowledge Article Reference.Knowledge [kb_knowledge] Knowledge article displayed to end users.
    Note:

    Use qualifiers to restrict data that is available in the field.

    Supports reference qualifiers and advance qualifiers. For more information, see Reference qualifiers.

    Returns all matching results (no maximum).
    Wait for user input Choice Option to pause the playbook until the end user manually completes or skips the activity. Only users with the pd_admin role can edit this field. By default, the activity waits for user action or data before it completes.

    Advanced inputs

    After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see Activity experience.
    Input Type Description
    Assignment Group Reference.Group [sys_user_group] Group responsible for completing the task associated with the activity.
    Note:
    Show additional options to see this field.
    Assigned To Reference.User [sys_user] User responsible for completing the task associated with the activity.
    Note:
    Show additional options to see this field.

    Outputs

    These outputs can provide data to other activities in your playbook. You can access this data as activity inputs when you configure your activity:
    Output Type Description
    Record Reference.Task[task] Reference to the record associated with the activity.