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.