Step I Create the Guided Workflow and Set Up the ASSET_ID Variable

In the workflow configuration, create a variable named ASSET_ID with the following settings:

• API Name: ASSET_ID

• Data Type: Record

• Entity Type: Case

• Available for Input: Enabled

This variable enables the workflow to access asset data dynamically, which is crucial for accurate results.

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Step 2: Configure the Rule for Triggering 

1. Create a case update rule to trigger the guided workflow.

2. Set the triggering conditions as you would for any rule configuration.

3. Under the rule’s action, select Trigger Process within the Universal Case category.

4. Choose the specific guided workflow to trigger under Trigger Process.

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