Connected records can be configured via workflows - when a record reaches the desired stage in one Team Pipeline, you can create a record automatically in another Team Pipeline that captures the next set of business activities.

Note:

1. The newly created Connected Record is just a copy of the original record in the Parent Team Pipeline. By configuring Connected Records, the record from the Parent Team Pipeline will not be deleted when a record is created in the Child Team Pipeline.  
   
2. You can create 1 connected record action per workflow.
   
3. Fields that are of the Pick-list and Check-box types, such as Stage, Sub-Pipeline, Currency, and Custom Pick-list fields, cannot be merged from the parent record.
   
4. For picklist-type fields, you can only choose from predetermined options and cannot inherit values from the parent record.

Availability

Paid edition: Express, Premier.

Permissions

Users' Profile must have

1. Create/Edit Pipelines permission
   
2. Pipeline Permissions for Parent and Child Team Pipelines.
   
3. Workflow permission
   

Configure connected record in a pipeline

1. Go to Settings > Workflows > +New Workflow.
   
2. In the pop-up, enter the required details.
   
1. Select the Parent Team Pipeline.
   
2. Enter the Workflow Name.
   
3. Enter a description for your workflow rule.
   
   
3. Click Next.  
   
4. In Trigger, go to On a Record Action tab > Edited and choose "Stage" in the "Specific fields get modified" dropdown.
   
   
5. In Conditions, select Records matching certain conditions. Specify the criteria: Select the desired stage from the parent pipeline. Whenever the record reaches this stage the workflow with be executed creating a record in the child pipeline.
6. Under Actions, select + Create Connected Record.
   
7. In the Create Connected Record popup, you'll have to map the fields from the Parent Team Pipeline(in this case Sales Pipeline) to the fields from the Child Team Pipeline(Test Ride). Specify more details related to Child Pipeline such as record owner for the record that will be created in Child Team Pipeline, the stage to which the record should be assigned when it is created, closing date and other relevant details.
   
   
8. Click Save.
   

After this, a record will be automatically created in the Test Ride Team Pipeline whenever any record in the Sales Team Pipeline reaches the Test Ride stage. The Test Ride record can be found under the Connected Records tab of the relevant deal.