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Connect a related record via Workflow

Question asked by Lennart Gebauer on Jul 4, 2019
Latest reply on Jul 5, 2019 by Francesca Shiekh

Hi,

 

quite simple question.

 

I have Module A and Module B.

 

In Module A there is a new record created by incoming Mails. Some Values of the Record are set by the Subject of the Mail via Workflow.

 

In This context i'd like to relate/connect that record to another record in a different Module (B) depending on the specific Value in Subject.

 

For e.g.

Subject is: "Car Type 123 is having a Problem"

 

So depending on that

 

Field 1 - Product "Car"
Field 2 - Type "123"
Field 3 - Problem

Field 4 - State "Open"

 

are getting a specific value - that works totally fine.

 

But the missing part is a relationship to the Module B and the record there.

Like - action -> link record to related Module B and record "Failure Type 098"

 

I hope it's clear what i'm looking for.

 Thanks!

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