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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



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.