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I tried this a few years ago in another life, but we ended up being able to skip the issue by using solutions. I can’t avoid it this time, so I’m hoping someone can help me.


I’m trying to give users a button to attach knowledge articles to a case. I’ve been able to return the list of knowledge articles by loading a model for the specific article type (Support Procedure) and setting a condition of PublishStatus = ‘Online’. This allows me to show the Support Procedures in a table without an issue.


However, in order to attach an article I need to be able to create a new record in CaseArticle where the Case ID and the Knowledge Article Version ID are set.


This is where things get dicey. If I look at this guide for knowledge development (https://resources.docs.salesforce.com/sfdc/pdf/salesforce_knowledge_dev_guide.pdf) specifically on page 13, I see that it breaks down to basically


Case -> CaseArticle -> Knowledge Article (Support_Procedure_ka) -> Knowledge Article Version (Support Procedure_kav).


If I try to take the simple route and create a new CaseArticle, I can’t see KnowledgeArticle VersionIds, however if I set the KnowledgeArticleVersionId to a template field and put it as this: {{{KnowledgeArticleVersionId}}} it shows up just fine for existing CaseArticles. Here’s an example showing both the Knowledge Article and Knowledge Article Version.



Once I try to create a new one and search for a Knowledge Article (not version, which doesn’t allow me to search) however it returns no results and gives me some fun errors:



So to my question: Does anyone have any experience with Knowledge Articles and attaching them? I feel like I’m either running into a bug at this point, but I’m not sure how to work around it.


Here’s my XML if needed (you would need to change the sobject to your own article type):



































Published Date



















Template Field
{{{KnowledgeArticleVersionId}}}



Another Template Field
{{{KnowledgeArticleId}}}

I was able to get this working without code. I basically just needed to create a new CaseArticle and set the conditions of the model to a Case ID, the Knowledge Article Version Id, and a Knowledge Article Id then save the model.


One thing of note is that I am still not sure why I cannot “Display” the Ids without adding the third {{{curly bracket}}}, but it isn’t needed when creating the new CaseArticle.


Here’s the XML for anyone else who might need to attach knowledge articles to a case:


























































Published Date








Template Field
{{{KnowledgeArticleId}}}

























Template Field
{{{KnowledgeArticleVersionId}}}



Another Template Field
{{{KnowledgeArticleId}}}



























NewCaseArticle









NewCaseArticle




Attach a Knowledge Article to a Case

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