Configuring a subflow for the guidance action automation
Configure a subflow that you can use in a guidance to automatically link the proposed major case to the current case on a click of an action button.
Configure and publish a subflow with the following inputs and action. For more information, see Create a subflow in Workflow Studio.
| Field | Value | Description |
|---|---|---|
| Name | Link major case | - |
| Subflow Inputs & Outputs > Inputs | - Current case - Major case | Input type: Reference |
| Actions | Update Record | Update case record action to add the major case as the parent case to the current case. |
Image omitted: ex-ra-similar-major-case-subflow.png
Subflow action that is configured to add the major case as a parent case to the current case.
Subflow action that is configured to add the major case as a parent case to the current case.