Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Unanswered

Record creation rule with two records

(0) ShareShare
ReportReport
Posted on by 295

Hi

Is it possible to have a creation rule that creates two records? 

What I would like to achieve is that when an email is received on the monitored email, a case is created (first item), so the case should always be created. Then, if the email has certain words I would like to send an email. 

pastedimage1591348186945v1.png

I have this but it does not seem to work. 

pastedimage1591348309456v2.png

Thanks in advance

Teresa

  • LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Record creation rule with two records

    Hi partner,

    You could use workflow instead.

    pastedimage1591350155231v1.png

    You could keep your case auto creation rule and create workflow to send email, or you could also remove this rule and use workflow to create case and send email at the same time.

    1.Add conditions.

    pastedimage1591350275457v2.png

    2.Add actions.

    pastedimage1591350327999v3.png

    Best Regards,

    Leo

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Featured topics

Product updates

Dynamics 365 release plans