View the List of Linked BPs from a Mailbox Message

To view linked BP records from a Mailbox message:

  1. Open the business process record.
  2. Select the Linked Mail tab. The Linked Mail window opens, showing the emails that are attached to the record.
  3. Select the email you want to view, select the gear menu (), and select Open. The system opens the email.
  4. Below the Subject line is an information icon with the following caption:

    This Mailbox and any future replies are linked to business process records.

  5. Select the business process records link. The system opens the Linked Business Process Records window, which shows a list of all business process records to which this email is attached.

    You can select a business process record from the list to view its record details in the right pane.


Last Published Friday, October 17, 2025