For IT: keep companion-case fields updated across projects

IT admins miss related project links, causing fragmented records and extra reconciliation for operations. This workflow fills companion-case fields when related IDs appear, so case managers see linked records.

Overview

Fragmented project links force operations into manual reconciliation and slow handoffs. This workflow keeps companion-case fields populated whenever related IDs exist, giving case managers a consolidated view and reducing manual linking. IT can roll it out across project systems to protect operational continuity.

Notable Features

Populate companion-case fields on update
Detect and link related project IDs
Notify operations when anomalies appear