Skip to main content

Is there a way to report on any article versions that were created by a user, rather then just the original author? 

 

Background: My stakeholders want to report on Knowledge contributions by user, and there are the scenarios: 

- user authored a new article (we have this covered via an Author field and the Created By field) 

- user creates new version to update an article, and submits that for review approval. I have not been able to report on the version creators, as Created By keeps displaying just the original article creator. Maybe we need to use the Approval Process submitted by / created by user?  

- user with the special permissions approves a review approval request, doesn't actually edit the article.    

Thank you for any insight you can provide on best practices in this space. 

5 respuestas
  1. 6 mar, 5:17

    Great question, Hanna! Here's a quick breakdown by scenario: 

     

    1. New Article Authors — Already covered via Created By and your custom Author field. 

    2. Version Creators — The Created By field always reflects the original author, not the version creator. The best workaround is to use Approval Process History (ProcessInstance / ProcessInstanceStep objects), which captures who submitted each version for review. Alternatively, create a custom "Version Created By" field and auto-populate it via a Flow triggered on Knowledge Article Version creation.

    3. Approvers — Use the same Approval Process History

    report  

     

    Quick Tip: Combine Approval Process History reporting with a Flow-driven custom field for the most complete and reportable view of Knowledge contributions across your org.

0/9000