Record Use Cases
2 min
There are three possible scenarios that can occur with record linking when mapping playbook outputs to an application. Let's watch as Max works through all three use cases.
Use Case 1: No record linking applied
Issue: The No record linking applied button is disabled
Cause: There is no record event/record action trigger
Use Case 2: No record linking applied
Issue: The No record linking applied is disabled
Cause: The triggering application does not have a reference field for the application to which the playbook outputs are being mapped
Use Case 3: Link records successfully when the button is enabled
This use case shows how to link records successfully when the button is enabled.
Scenario 3: You are in a playbook and want to map an output record to the input record that triggers the playbook.
ο»ΏLinking Recordsο»Ώ