Tracking Wizard Activity from a Record
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.
- From the Agreement record page, scroll to Notes &
Attachments.
- Click the Note Title to view note details.
In the Body description, note the wizard name that created the record.
Tip: The Notes & Attachments Related List must be added to the record layout to view the wizard notes.
