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.