+44 (203) 695-03-80

Automatic posting to stream with Workflows

Add action ‘Create Record’.

Select ‘Note’ entity type.

Add field ‘Type’ with the value ‘Post’.

Add field ‘Post’ with a text.

Specify in formula for the action:

parentType = 'EntityType';
parentId = targetEntity\attribute('id');

Specify a target entity type instead of ‘EntityType’ in the formula, e.g.: ‘Account’, ‘Case’, ‘Opportunity’ etc.