AnsweredAssumed Answered

Process Author - Add related record

Question asked by Magnus Holmlund on Jan 13, 2016
Latest reply on May 6, 2016 by fahadnaseer

Hi fellow sugar experts,

 

I have created a custom relationship between RLI -> Cases (one to many).

 

The process I am trying to achieve is that when a certain criteria on the RLI is met I want to create a new Case, this works great, however the Account which is linked to the RLI never gets linked to the new Case created through Process Author.

 

As you can see in the screen dumps below, there is no option to link the Account. Is there a work-around for this? or can this be accomplished through a Logic Hook perhaps?

 

Thanks in advance.

 

relationship_1.png

process_author_1.png

process_author_2.png

process_author_3.png

Outcomes