Is there a way to unlink an HR Case from Interaction?

[tworzala]

Sometimes an Interaction will link to an HR Case when we're working in HR Agent Workspace that we don't want it linked to. Is there a way to unlink the two if needed?

[michaelj_sherid]

Yes, I misunderstood the use case... To break the relationship is an admin function. To remove the relationship you have to go to the Interaction Related Record and delete the relationship there.

Here is an example.

Regards,

Mike

[tworzala]

How does an admin do it?

[michaelj_sherid · Accepted solution]

@tworzala The (HR) admin would navigate to interaction_related_record.list within the Application Navigator. Deleting records is not a recommended approach, but to meet your use case this is a process the admin can use to remove the relationship between the Interaction and the HR Case.

Regards,

Mike