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Opening a related record as part of a workflow

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Topic by Filipe Estacio

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Hi everyone!

When using workflows is it possible to open a parent record of the one from which an event is triggered? Specifically I'm trying to get the parent incident of a task to open when the task is opened so that both the incident and the task are now available in the record pool for the workflow to manipulate.

 

Thanks!

Version

Service Cloud May 2017

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