Creating a record in Workflow form another application, then redirecting a user to the newly created record.
If you have created a record from your current record and wish to bring the user to that record, so as they can work on the newly created record. This is how this can be achieved.
Say for example, that you are in an Incident, and subsequently you create a Problem record from that Incident. You may have the following interaction node to do this.
This will work but the user will only see a short message appear to advise of the message. You could add a message that will popup by adding text to the last 2 lines here as shown below.
The message should look like this
The above method involves the user pressing the workflow button a few times and this can be cumbersome for many. If so, I recommend the following. At the point in the workflow where you ask if the user what action they wish to pursue. There will be a line extending from that selection. On that line create an action that will create the Problem.
The user will need to click Close / X / or hit the escape key to by pass this.
This will create the problem in the background.
In order to bring them to the newly created problem, add another Interaction node after the one above node or line with the Create Problem action.
The action will look something like this
This will bring the user into the newly created Problem.
NB: If you want them to follow a particular Problem workflow process, you can specify the process in the “Launch Process” in the node above and it will be kicked off once the problem has been created.