Use the Revenue Link/Delink task in Workflow to automate supported Revenue Workbench realignment actions at the revenue-contract (RC), performance-obligation (POB), transaction-line, or charge level.

1. Navigate to Extension Studio > Workflow and create or edit a workflow.
2. Add a task and search for the Revenue category.
3. Select Link/Delink and choose the operation and hierarchy level exposed by your tenant, such as link-rc, delink POB, or a line-level operation.
4. Map the required Revenue identifiers, including the source RC and target, POB, line, or charge identifiers as applicable
5. Add a condition or approval step before the mutation when the operation can affect revenue recognition or accounting data.
6. Connect the success and failure paths. Review the task output and run history after execution.
7. Use sequential processing when several actions operate on the same RC or when one task’s output is required by the next task.