Special handling Notes for Reference Field on case
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11-14-2022 05:07 PM
Experts,
I am trying to show special handling notes created for a 'Parent Account' on a child account case . I am automating the creation of special handling notes for parent accounts and I wanted to show these notes on all cases created on child accounts.
on Special handling configuration, I added the related fields as shown in screenshot below.
Adding the dot walked fields on Related fields is not helping to show the special handling note on the case record.
Any guidance on how to make this work ?
thx
ram.
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12-19-2023 02:19 AM - edited 12-19-2023 02:20 AM
Hi,
Did you find any solution to this? I am facing the same issue.