---
schema_version: "1"
id: 7dba4e1f28b99acfdf8e4adb49881129d6a80d12646e1a2ad0edbc4182f2f2db
title: Create Workflow Actions for Knowledge
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/knowledge_actions_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.knowledge_actions_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2aa8c27a6ce8ff1f7083ecb8f6f5b914accf583bf708309e9969da337f463ae5
description: Knowledge actions are templates that link a workflow action to an article type. When knowledge actions are enabled, you can use them to link article types to specific workflow article actions, such as publishing. For example, if you want each FAQ to publish as a new version when it completes the approval process, you can create a knowledge action that links an FAQ article to the Publish as New action. Then, when you create an approval process for FAQs, select the new Knowledge action.
products:
- Service Cloud
release: "264"
---
# Create Workflow Actions for Knowledge
Knowledge actions are templates that link a workflow action to an article type. When knowledge actions are enabled, you can use them to link article types to specific workflow article actions, such as publishing. For example, if you want each FAQ to publish as a new version when it completes the approval process, you can create a knowledge action that links an FAQ article to the **Publish as New** action. Then, when you create an approval process for FAQs, select the new Knowledge action.
### Required Editions
Important When you create the approval process, make sure to change the final approval action to Unlock the record for editing to let users publish the article.
1. From Setup, enter Knowledge Action in the Quick Find box, then select **Knowledge Action**.
2. Click **New Knowledge Action**.
3. Select the article type for the action. The workflow rules and approval process that you associate with the action must belong to the same article type.
4. Enter a unique name for the knowledge action.
5. Select the type of action you want to apply to the article type. For example, Publish as New publishes the article as a new version.
6. Enter a description.
7. Click **Save**.
The Knowledge Action detail page appears showing you the rules and approval processes that use the knowledge action.
8. When you’re ready to use the knowledge action in an approval or workflow process, click **Activate** on the Knowledge Action detail page.
#### See Also
- [Assign Article Actions to Public Groups](https://help.salesforce.com/s/articleView?id=service.knowledge_article_actions.htm&release=264.0.0&type=5 "Article actions let support reps participate in the article publishing process. By default, all article actions are assigned to users with the “Manage Articles” user permission. Support reps can complete an action as long as they have the correct article type permission. You can control article action access by assigning public groups to article actions and adding support reps the relevant public groups. To further restrict actions like publishing, you can create approval processes that allow support reps to publish only those articles that have specific validation statuses. For example, many contributors can write many articles but you can create an approval process so no articles are published until they are reviewed and validated by a qualified author.")
- [Create Public Groups for Knowledge](https://help.salesforce.com/s/articleView?id=service.knowledge_setup_assign_users.htm&release=264.0.0&type=5 "Salesforce Knowledge uses public groups as a way to assign users to specific tasks related to articles. When you assign article actions to a public group, you can grant users in that group the ability to do things like publish articles with a specified validation status. Public groups are also used in approval processes to manage the publishing workflow.")
- [Classic Knowledge User Access](https://help.salesforce.com/s/articleView?id=service.knowledge_setup_users.htm&release=264.0.0&type=5 "Specify which support reps in your company are Classic Knowledge users and give them access to article actions. Create user profiles with the user permissions they need, and then assign them to these profiles.")
- [Salesforce Knowledge Help and Resources](https://help.salesforce.com/s/articleView?id=service.knowledge_map.htm&release=264.0.0&type=5 "Find the information you need about Salesforce Knowledge. Explore help documentation, developer documentation, and Trailhead modules.")