So I have 2 entities: Cases and Appointments (a customized activities that is associate with a unique case).
I want to create a workflow that check the cases in the system. If any case meets a certain requirement then add its detail into a given appointment. However, as the appointment is associate with a unique different case X, I don't know how to add details or apply conditions from the cases being checked.
I thought about making X the parent case of the cases I want to check but it doesn't seem to help.
I'm new to this, so any suggestion would be appreciated.









