Linking Records

this use case shows how to link records successfully when the no record linking applied button is enabled scenario max is in the linking records playbook max wants to map an output record to the input record that triggers the playbook max creates a playbook and names it linking records this playbook name is for the sake of the use case example you can name the playbook according to whatever outcome/action you are trying to create in the linking records playbook, click playbook outputs on playbook outputs, click the application mapping tab if max has not promoted any playbook outputs, he sees the there are no mappings yet message to map the promoted playbook outputs to an application, click select existing application on select an application, click the application for which you want to map the playbook outputs, and then click confirm max selects app a click no record linking applied in the application drop down, select app b the reference field drop down becomes available in the reference field drop down, select the reference field to which records will be linked close the drop down click apply conclusion max successfully linked the reference field from app b to app a