Adding "Edit in Clarify" link to articles
In order to edit an article with Clarify two fields must be present in an article object:
- At least 1 rich text field.
- A formula field that generates the link that will open the article in Clarify.
Navigate to Customize > Knowledge > Article Types
Edit an article type
Edit (or create if need be) an article object.
Create a new field
Set the type to "Text Area (Rich)"
Name it
Any name will do.
Make sure it is visible
This field should be visible to everyone as it will hold the main article content.
Clarify: New Custom Field ~ salesforce.com - Developer Edition
Create another new field
Set the type to "Formula"
Set Formula Return Type to "Text"
Set the formula return type and label.
Assign the formula
The formula is the following:
"clarify://clarify.app/salesforce/article/" & IdIf you have Spring 2014 or later installed then you can make the text a hyperlink. Prior to the Spring 2014 release the following will not work, however.
HYPERLINK("clarify://clarify.app/salesforce/article/" & Id, "Edit in Clarify")
Make sure field is only visible to those who edit article content
This field should not be visible to people visiting your knowledge base. Only those who can edit the article content should see it.
The result
You should now have one Rich Text Area and one Formula field. You can now start creating articles with Clarify.
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