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en:extensions:workflowdesigner:tasks:expert:add_related_record [2016/04/19 15:36]
swarnat created 		en:extensions:workflowdesigner:tasks:expert:add_related_record [2021/09/19 12:22] (current)
swarnat
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-====== add related Record ====== +https://xwiki.redoo-networks.com/wiki/manuals/view/Workflow%20Designer/Workflow%20Actions/Relations/add%20related%20Record/
- +
-This task allows you to create relations of records, which is not referenced by a field value, for example documents or comments. +
-The configuration is very simple: +
- +
-  - Select the module, within the records are you want to relate +
-  - Select the maximum number of records you want to transfer +
-  - Select the record ID you want to assign to (Leave empty to assign to current record) +
- +
-Then you need to select the records you want to relate. +
-To do this you have 2 options: +
-  - use a default Filter to select single records by ID, Name or something else +
-  - Use the "is related to" condition operator, which is available for the ID column +
-    ​- Whit operator allows you to select ALL records, which are related to the record ID you specify in the text field. +
- +
-You could use the last option to transfer all related records, for example comments, from one record to another. +
-To transfer comments from a Contact to Organization,​ use the following setting: +
- +
-| Module | //Comments// | +
-| Related records to this target record | //$account_id// | +
-| Filter: | ID <is related to> $crmid |+