Approval processes and automation for Knowledge article publishing
Key Takeaway
A traditional approval process doesn't publish an article for you. To publish an article automatically when it completes approval, create and activate a knowledge action, such as "Publish as New", for the article type and select it in that article type's approval process.
Salesforce Knowledge can send an article through review before it goes live, so experts check the content before reps or customers rely on it. On an article type, you can use a traditional approval process along with workflow rules and knowledge actions. For more complex, multi-stage reviews in Lightning Knowledge, you can build a Flow Orchestrator approval orchestration instead.
Approval processes on article types
An approval process makes sure the required reviewers approve an article before it is published. You can add approval processes to some or all of your article types. For example, you can require the legal and management teams to approve articles that contain sensitive information.
Use entry criteria to choose which articles need approval. For example, with the entry criteria "Visible on public site" equals True, only public-facing articles need approval.
You also control who can submit articles for approval. For example, if articles need editing before approval, create a public group of editors and let only that group submit articles.
When an approval process is enabled for an article type, the "Approval History" related list appears on the article details page.