Signals Notebook: Create a relationship between a Task and an object(s)/item(s) in Signals

Raquel Perez

Prior to this task:

✔ Request must be created.

1️⃣ Signals Dashboard ➡ select [Requests]
2️⃣ Requests ➡ select request
3️⃣ Request ➡ select [Related]
4️⃣ Related ➡ select [Add New Relationship]
5️⃣ Related ➡ select Relationship ➡ select  [relationship type] Other Object ➡ select  [Add new reference]
6️⃣ Select something to reference window ➡ select [Add filter] ➡ select field type
7️⃣ Select something to reference window ➡ select object/item
8️⃣ Related ➡ Additional Information ➡ select Relationship Details… ➡ type details
9️⃣ Related ➡ select [Create Relationship]

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