4 Replies Latest reply on Mar 12, 2018 11:30 AM by JGotze

    Need ro create a Quick action that will link a CI on Incident based on the Incident Customer

    JGotze Apprentice

      I have created the Quick Action as well as a Relationship on Incident to CI.Workstation#  I am trying to link the two based on the Customer name on Incident and the Owner name on CI.Workstation#.  When I run the quick action, it places a Workstation CI on the Incident CI Tab, but it is trying to create a new record not attach the CI related to the customer.  See Attachment