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States of a Knowledge Base Article

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[Applies to: Microsoft Dynamics CRM 4.0]

A knowledge base article can be in one of the following states:

  • Draft
  • Unapproved
  • Published

When you create a new knowledge base article, it is saved in Microsoft Dynamics CRM as a draft. To review and edit an article, you have to change the state of the article from Draft to Unapproved. After the review is finished and the article is approved for publishing, change the state of the article from Unapproved to Published. You have to publish an article before you can view it and search for it in Microsoft Dynamics CRM.

To find knowledge base articles in the Microsoft Dynamics CRM Web application, in the Navigation pane, click Service, and then click Knowledge Base. The Articles Queues tab displays three queues: Draft, Unapproved, and Published. The Draft queue contains newly created knowledge base articles, the Unapproved queue contains the articles that are being reviewed, and the Published queue contains the published articles.

To change the state of the knowledge base article, use the SetStateKbArticle message. The states of the article are specified in the KbArticleState enumeration.

To publish a knowledge base article, you have to change the state from Draft to Unapproved and then to Published. To delete a knowledge base article, you have to set the state to Draft or Unapproved. You cannot delete an article, if it is in the Published state.

Example

The following examples show how to change the state of the knowledge base article to Draft state.

[C#]
SetStateKbArticleRequest request = new SetStateKbArticleRequest();
request.EntityId = articleID;
request.KbArticleState = KbArticleState.Draft;
request.KbArticleStatus = 1;

Example

The following examples show how to change the state of the knowledge base article to Unapproved state.

[C#]
SetStateKbArticleRequest request = new SetStateKbArticleRequest();
request.EntityId = articleID;
request.KbArticleState = KbArticleState.Unapproved;
request.KbArticleStatus = 2;

Example

The following examples show how to change the state of the knowledge base article to Published state.

[C#]
SetStateKbArticleRequest request = new SetStateKbArticleRequest();
request.EntityId = articleID;
request.KbArticleState = KbArticleState.Published;
request.KbArticleStatus = 3;

See Also

Other Resources


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