Start your field service implementation by understanding the default, out-of-the-box logic that drives the Knowledge feature.
| Deployment Step | Description of Step (Object/Perms/Config) |
|---|---|
| Create View Knowledge permission set | NA |
| Assign View Knowledge permission set to Field Service Technician and Dispatcher permission set groups | NA |
| Update Work Order page layout for technicians | NA |
| Update Work Type page layouts | Adds Articles related list to Work Type page layouts. |
| Add Knowledge component to Work Type Lightning record pages | NA |