Most probably a simple question any help/guidance much appreciated. My problem:
I created a custom entity with a N:1 relationship to a Case.
I created a workflow to create a new record on the custom entity when the status reason on the Case change and also created a sub-grid on the case.
When I manually add a record to the custom entity from the Case it links correctly and display in the related entity Sub-Grid on the case.
However, records created through my workflow does not show up on the Sub-Grid. It is created but not linked to the Case.
1. Should I include the Case ID or Case Number on the custom entity? I thought it would automatically create the relationship?
2. How can I make the Sub-Grid on the Case read-only/
Thanks in advance for any assistance/guidance.