When a Wizard results in the creation of an Object record (such as an Agreement), a note is automatically added to the Notes & Attachments Related List of the created record identifying which Wizard originated the record.

For example, an Agreement record has been created from a Wizard.

To view wizard details in an agreement

  1. From the Agreement record page, scroll to Notes & Attachments.
  2. Click the Title hyperlink to view details.

    In the Body description, note the Wizard name that created the record.