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Thursday, 27 June 2013

Copy Email description to case description when email convert to case

How to copy Email description to case description when email convert to case.

For this i have created a small workflow to get this result.

Please see below screenshot.




I have take this workflow on email entity and it will be fired if regarding field change in email. Because when we convert email to case, regarding filed will update automatically in email. so i took like this.

Just Update regarding case of email.

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2 comments:

  1. Anonymous16 December 2013 at 09:39

    Hi Suresh,

    Thanks for the post. I wanted to copy the email body to the case description when ever an email was converted to a case. Is there any workflow to transform the text from the email which is in a HTML format to the case body's plainText?

    Thanks

    ReplyDelete
  2. Anonymous26 September 2014 at 08:26

    A solution to this would be very useful.

    ReplyDelete

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