I had been working under the impression that in Incident when an analyst clicks "Link" or "Link and Resolve" on a Related items knowledge article that it did the following:
Link - send the customer a link to the knowledge item in an email, asking them whether it's helpful or not
Link and resolve - as above, but presumes it is the answer and also resolves the incident.
I was a bit disappointed when I found out that ootb, Link just creates a link from one to the other with no action to the customer and the latter just copies the raw text from the linked knowledge into an email (no attachments, ability to rate etc).
So I'm working to try and make it work like I had been led to believe it did.
So far I have 2 approaches:
1) Triggered Business Rule on Incident on link to knowledge send an email with a URL link to the knowledge
Trigger is an on link IncidentAssocFRS_Knowledge:FRS_Knowledge#QandA event, which then does an email.
After much trial and error i found the correct syntax to address the Knowledge in the email is: $([FRS_Knowledge#QandA.]RecId) which lets me link directly to the knowledge:
<a href="https://TENANTURL/Modules/SelfService/#knowledgeBase/view/$([FRS_Knowledge#QandA.]RecId)" target="_blank">link</a>
This works ok if the user already has a session open, but if they don't it kicks them out to our external auth provider and doesn't direct them back to the linked page after login.
Is there a way around this? i.e. is the behaviour to default back to the homescreen after external auth rather than the link provided configurable?
2) Our customers use the ResponsiveUI, so I've followed the guide to add a related bo to the incident selfservice form, and have a clickable link/box which displays the linked knowledge in a form or a link to the knowledge center - it's a bit clunky just now, but it works and I can share the method of anyone is interested.