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Special handling Notes for Reference Field on case

Ram117
Kilo Sage

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. 

 

Ram117_0-1668474228857.png

 

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.

1 REPLY 1

santu889
Tera Contributor

Hi,

Did you find any solution to this? I am facing the same issue.