Creating a Record from Social Board
3 min
by default, you can create an incident, knowledge article, problem, release, or change from the social board administrators can extend this capability so that users can create other business objects from the social board by using the insert child object quick action this quick action is created for the social feed business object from the quick actions center in the configuration console creating a knowledge article from the social board log in to the application and navigate to the social board workspace from any social board message, click the settings drop down list and choose create knowledge article the message window is displayed select the type of knowledge article document error message issue & resolution patch q & a reference enter information into the fields click to view the fields information document category the document category collection the document collection title the document title description details about what is being documented error message category the error category collection the error collection title the error title description a description of what caused the error message resolution a description of how the error was resolved issue & resolution category the issue and resolution category collection the issue and resolution collection title the title of the issue and resolution description a description of the error resolution a description of the resolution patch category the patch category collection the patch collection patch name the name of the patch installation instruction the installation details q\&a category the q\&a category collection the q\&a collection how do i? how can i? the question answer the answer to the question q\&a reference category the q\&a reference category collection the q\&a reference collection title the title of the q\&a reference description a description of the q\&a reference click share the knowledge article is created in draft status creating a change, incident, problem, or release record from the social board log in to the application and navigate to the social board workspace from any social board message, click the settings drop down list chose any of the option create incident , create change , create problem , or create release the message window appears enter information in the fields field description service the name of the service the default is service desk category the name of the category the default is service desk summary this field is auto filled from the message you can modify it as needed description this field is auto filled from the message you can modify it to show a detailed explanation click share the system creates the record and displays the record number in the message the incident status is set to active and the priority is set to 5 the incident is assigned to the creator the change status is set to logged and the change type is set to minor the problem status is set to logged and the priority is set to 5 the release status is set to draft and the priority is set to 3
