Notify Reps when customer responds to case.
Building this so that when emails come in from the customer reps can see a notification of that in a list view._____
Hi,
There is a workaround, First you need to create a custom field or flag (Checkbox) on Case, The use workflow to update the field whenever a new email arrives, Use this steps
To create the workflow rule that updates a case field on an inbound email:
- Go to Setup | App Setup | Create | Workflow & Approvals | Workflow Rules and click New Rule.
- Select Email Message as the Object the workflow rule applies to and click Next (note that Email Message will only be available if email-to-case has been enabled in the org).
- Enter a name for the workflow rule and select when it should be evaluated.
- Enter the following criteria to enable the workflow rule to fire when an email is inbound:
- 'Email Message: Is Incoming' equals 'True'
- Add additional criteria if you only want the workflow rule evaluated under certain circumstances such as Case: Closed equals True, or Case: Status does not contain Closed.
- Click Save & Next
- Click Add Workflow Action and select New Field Update
- Enter a name for the Field Update and then select the case field to update.
Note:- You have to update that field again via using Workflow once any step taken on the email.
Hope this helps,
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Thanks,
Swayam
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Need to remove the New Email checkbox check after the case is replied to.
Done:
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