As an agent, you might need to create a record on another table to work on an interaction. You can associate the record with the interaction.

Before you begin

Role required: interaction_agent

Procedure

1. Navigate to All > Interaction > Assigned to me.
2. Open the interaction you want to associate with another record.
3. In the form header, click Associate Record.
4. In the ID of related record field, click the search icon.
5. From the Document Table list, select the table you want to associate a record from.
6. From the Document field, click the search icon.
7. Select an existing record from the list, or click New to create a record.
8. Click OK.
9. Click Submit.

Result

The associated record appears in the Related Tasks related list for the interaction.