Configuring a subflow for the guidance action automation

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure a subflow that you can use in a guidance to automatically link the proposed major case to the current case on a click of an action button.

    Configure and publish a subflow with the following inputs and action. For more information, see Create a subflow in Workflow Studio.

    Field Value Description
    Name Link major case -
    Subflow Inputs & Outputs > Inputs
    • Current case
    • Major case
    		 Input type: Reference
    Actions Update Record Update case record action to add the major case as the parent case to the current case.
    Subflow action that is configured to add the major case as a parent case to the current case.