Executing Guided Workflows via Rules

Updated 

Note on Configuring the guided workflow

In order to trigger a guided workflow to achieve the desired results, a variable needs to be created in the guided workflow named ASSET_ID as follows

  • API Name - ASSET_ID

  • Data Type - Record

  • Entity Type - Case

  • Available for input - toggled on

Configuring the rule 

  • Configuring the rule to trigger the guided workflow follows the same process for any other use-case.

  • After configuring the conditions, the user has to add an action and select Trigger Process under Universal Case as shown below. 

Once the rule is created, it needs to be added in the rule picklist.