Display company association in agreement dropdown within Flow action module
M
Michael Riccio
When building a Flow in Thread and using the action to set an agreement on a ticket, the dropdown lists multiple agreements with identical names. This occurs because in ConnectWise, multiple clients can have agreements sharing the same naming convention (e.g., service-specific agreements with standardized names). Without a differentiator, it is impossible to know which agreement belongs to which company. The partner requests that the company association (and optionally the agreement record ID) be displayed alongside the agreement name in the dropdown to make selection unambiguous.