When an existing process completes I want to create a new and different process/case which inherits the case details. Do you know how I could this? Would it involve writing Javascript? Thanks
A few different options, but the main ones would be the “Duplicate record(s)“ or “Duplicate record to another object“ rules (depending if the new case will be in the same object as the original or not. These allow you to create another record with all or some of the same details (you choose which properties should be copied).
Could also be done using a “Copy field values” rule if the two cases will have a one-to-one relationship to each other.
1 Like