"File" custom field data type for Knowledge Article object is incompatible with Process Builder
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"File" custom field data type for Knowledge Article object is incompatible with Process Builder

Process Builder

Last updated 2020-10-21 ·Reference W-2682220 ·Reported By 16 users

In Review

- ‘File’ type custom fields for Knowledge Article objects are incorrectly displayed as required by Process Builder.

- Actual Result:
When defining a Create Record action for Knowledge Article and that Knowledge Article has a custom field of type File which is not required, Process Builder displays File (Body), File (Content Type), and File (Name) sub-fields as required.

- Expected Result:
File fields for Knowledge Article Create Record actions should be displayed according to the “is required” setting of the field definition.

0. Enabled Knowledge.
1. Create a new Knowledge Article type
a) Setup -> Build -> Customize -> Knowledge -> Article Types
b) Click New Article Type
i) Label: ArticleType1
ii) Plural Label: ArticleType1s
iii) Object Name: ArticleType1
2. Create new File custom field
a) Click into ArticleType1
b) Click Fields -> New
i) Select File
ii) Field Label: ArticleType1_File
iii) Field Label: ArticleType1_Name
iv) Leave Required checkbox unchecked
v) Accept layout and security defaults and Save.
3. Create new Process
a) Name it
b) Object: Account; when created
c) No criteria - just execute actions
d) Immediate Action
i) Action Type: Create Record
ii) Name it
iii) Select Record Type: ArticleType1

*Note that ArticleType1_File (Body), ArticleType1_File (ContentType), ArticleType1_File (Name) appear as required fields.

Flow can be used to create Knowledge Articles.

Is it Fixed?

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