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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Link transaction record to an entity record?

edited Jun 2, 2025 2:40PM in Ask A Guru 5 comments

Hi,

  1. We have a case profile setup from an inbound email, eg. paymentrequest@test.com. We want to link this case created into the employee record. How can we link this?
  2. PO created for a new hire. Once approved, we want to link this PO to the employee record. How should we go about this?

Thank you,

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