Record Management - create Comment

Page / - zuletzt bearbeitet von Stefan Warnat am 2021/09/20 02:14

create Comment

zuletzt bearbeitet von Stefan Warnat

am 2021/09/20 02:14

Inhaltsverzeichnis

Process Example

Custom IDs

This action allows you to automatically create comments in the executed or a related entity.

Process Example

add a comment to Contacts if you change some values

add a comment to the Organization if you interact with a Contact from this company

add a Comment to the Organization if you send a reminder for an invoice

Custom IDs

You could choose “custom” as record ID to show a textfield, which could be used to generate the record ID, which will be used for comment creation.
This textfield could also generate a comma separeted list of record IDs. Every ID will be used to create an equal comment.