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Ian Pawley (Quartix Ltd) 님이 #Automation에 질문했습니다

I have a process builder setup that raises a new case if a customer replies to a closed case.  This is all working well in that it puts the new case in the same queue as the original case but there are a couple of things missing.

It doesn't seem to pickup the contact information even if the contact exists on the system.  Hence it then doesn't pickup the account.  Is it as simple as just doing the same as I am doing with the case owner and getting it to set them to be the same as they were on the original case?

The more important issue is that on the new case that gets raised the content of the email does not get added to the case feed, it is only in the case description.  This can make it hard to read if there is a bit of an email thread.  it would be great to get the email added to the case feed as it does when raising a standard case through email to case.

답변 11개
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2022년 4월 12일 오전 7:04

    Hello,

     

    If you wanted to use the same contact ID and account ID as on the other case, then you should simply be able to copy these values over. 

     

    You could post to the chatter feed by putting the description in the internal comments field. 

     

    Alternatively, you could enable feed tracking to show emails etc in the activity timeline. 

     

    Thanks Tom