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Using flow with lookupfields question

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Posted on by Begie

Hi,

We want to start using customer voice on incidents to send out surveys.

On our incident record we have a field called responsible contact, a lookup to contacts.

We want to send the survey to this contact, but in the flow when we want to get record contacts, we cannot find the lookup field in the dynamic content....

same thing if we try via a list records with filter etc....

Is there a special way to get to these lookup fields?

Rgds

Benny Giebens

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samerthy parker 10 on at

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I have had wanted to ask the answer to this problem since ages, I wish that you are able to find the service and help that you require from Merchant Lynx Services reviews if possible.. would be delighted to find if your problem is cleared out.
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Community Member on at

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Hi Begie,

The responsible contact is a field built into the system, it is mainly for internal usage assignment instead reflect the customer who complain or ask question/inquiry.

It seems that you can’t get it directly in the flow is by-design.

However, you can copy its value to the newly created lookup field, then you can get contact with the newly created lookup field, which can help you to solve the problem indirectly.

Here are my steps.

1.Create a new contact lookup field and add it to the case form.

2.Create a business rule to copy responsible contact value to new lookup field.

3.Save and active the rule, the publish all customizations.

4.Test.

(1) In case form, when you fill responsible contact field, the new lookup field will be filled with the same value automatically.

(2) In flow Page, you can select New responsible contact as tem identifier in ‘Get record’ action.

Regards,

Leah Ju

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