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How to dynamically associate all the contacts to cases through workflow or BPM?

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  • How to dynamically associate all the contacts to cases through workflow or BPM?

    Hi tanya, yuri

    Want to associate contacts with cases. The contact is already created and associated with the account.

    The workflow is for the account. I want to associate the contacts which is link for the account to the case.
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    Last edited by theBuzzyCoder; 06-28-2018, 09:13 AM.

  • #2
    remove your rule about contact and add in formula the row

    contactsIds = account.contactsIds;

    I didn't test it, but has to work

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    • #3
      This doesn't work tanya . I tested it. In formula row there isn't a field account.contactsIds.

      I wish there was. Is there any other solution you can suggest?

      Is there a way to add the attributes to the formula's attributes using Custom folders?

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