Creating a Reference Process to Link Notifications

You can link notifications by using the Linked Records tab.

To link notifications:

  1. Select the Linked Records tab on the right panel.
  2. Select the Add icon from the Linked Records pane. The Add Records dialogue box is displayed.
  3. From the Select Business process drop-down menu, select the business process type to open all records of that business process type.
  4. Select the records you want to link. Use the > arrow to move an individual record to the Selected Records panel, or select >> to move all records.
  5. Repeat steps 3 and 4 for other business process types.
  6. Select Done.

Add Records image


Last Published Monday, January 6, 2025