Entities in Workflows and Records
Explore how to connect entities to workflows and records by populating launch forms, managing entities on active workflows, creating new entities, refreshing entity data, and leveraging AI suggestions to tag entities efficiently.
- Use Multiple Entities within a Workflow
- Connect Entities and Contracts
- Use Entities to Populate Information on Launch Forms
- Add, Remove, and Replace Entities on Active Workflows
- Create New Entities from Active Workflows
- Refresh Entity Data in Active Workflows
- Use AI Suggestions to Tag Entities on Records