Workflow - Linking a contact to a New Case

English Language - Forum Advanced OpenSales, Workflow, Portal support
1

Hi

Is there away have a workflow that will link a contact to a case when it is a created? This would only be for one particular customer and would be in addition to the contact that opened the case

2

Sure, possibly. What would be the rules to assign the contact? Is it the same contact for every new case for that customer?

3

Yes will be the same contact for that particular customer

4

Ok then you create a workflow to run in the scheduler (not on save). That for every case “new” or whatever your initial status is AND for Customer A… Add relationship to contact B.

You can’t create the relationship on save because the case won’t be created yet to relate it to (you can try but generally I find you have to create relationships in the scheduler after the record is fully saved).

5

Thanks i will give that a try