Step 1 Create the Workflow Field

Use a workflow field to store a reference to the record created with the Create Record action. In this example, the workflow field stores a reference to a Phone Call record. You must specify the type when you create the workflow field. For more information about this example, see Creating and Subscribing to a Record.

To create a workflow field to store a Phone Call record reference:

1. Open a workflow.

2. In the context panel, click the Workflow tab, click the Fields view, and then click New Workflow Field.

3. Enter the following properties:

   Property	Value
   Label	bikerepair.phonecall
   Type	List/Record
   List/Record	Call

4. Click Save.

5. To continue with this example, go to Step 2 Create the Create Record Action.

Related Topics

Creating and Subscribing to a Record

Step 2 Create the Create Record Action

Step 3 Create the Subscribe To Record Action

Step 4 Create the Conditional Transition

General Notices