Workflow and Approvals for Articles
- From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules to access the workflow rules list page.
- On the workflow rules list page, click New Rule.
- Select the article type from the Select object drop-down list.
- Click Next.
- Enter a rule name. Optionally, enter a description for the rule.
- Select the evaluation criteria and choose how criteria are met.
- Enter criteria for the rule.
- Click Save & Next.
- Click Add Workflow Action, select the type of action for the rule, and enter the information required by the action.
- Click Save.
- Optionally, add a time-dependent workflow action by clicking Add Time Trigger. Provide time trigger information and then click Save.
- Click Done.
- From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.
- Choose the Approval Process Wizard.Two wizards are available to help you through the approval setup process. Choose the one that better meets your requirements. See Choose the Right Wizard to Create an Approval Process.
- Provide a name, unique name, and description for the process.
- Specify criteria for entering the process.For example, you could specify that if the article is published on a public site it requires approval: Visible on public site equals True.
- Specify approvers for the process.Let the submitter choose the approver manually. (default) Prompts the user to select the next approver. Automatically assign an approver using a standard or custom hierarchy field. Assigns the approval request to the user in the field displayed next to this option. You select this field when you configure the approval process.Automatically assign to a queue. Available only for objects that support queues. Assigns approval requests to a queue. Automatically assign to approver(s). Assigns the approval request to one or more specific users, specific queues, or users related to the submitted record. You can add up to 25 per step.
- Select the email template that the process uses to notify approvers.When an approval process assigns an approval request to a user, Salesforce automatically sends the user an approval request email. The email contains a link to the approval page in Salesforce, where the agent can approve or reject the request and add comments.
- Configure the approval request page layout.The approver approves or rejects the article from this page. You can add as many fields to this page as you think your agents need to reasonably assess an article's content. For example, you might choose to include information such as a summary of the article's content, the product discussed, and the author's name.
- Specify which users are allowed to submit articles for approval.For example, for articles that require editing before approval, you could create a public group containing editors, and then specify that only members of that group can submit articles for approval.
- Activate the approval process.