Assign subject to new request

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Posted on by peterhoyer

Hi,

How can I assign a pre-defined subject from my subject tree to a new request created from an incoming email? I do not want to change the title, just select one the previously defined subjects based on the queue the case is processed in. Probably I should do this with Flow but I cannot find the list reference...

Thank you for your suggestions!

Regards
Peter

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prt33k 6,907 on at

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RE: Assign subject to new request

Hi Peter,

You can always you XrmToolBox - FetchXmlBuilder for such things:

The other way will be to create a advance find query and see the fetchxml:

Please mark the answer verified if this helps!

Thanks,

Prateek
peterhoyer 66 on at

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RE: Assign subject to new request

Thank you very much indeed Prateek and Leah, all clear. Just one probably really stupid question:

How do I get the GUID of the subject? As subjects are only listed in some kind of tree view, I cannot get it from the browser address.
Community Member Microsoft Employee on at

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RE: Assign subject to new request

Hi peterhoyer,

As Prateek said, the subject is an OOB entity, subject that exsit in the case form is special OOB lookup field, you can use hardcode(Guid) to fill the field directly.

If you can’t find guid of the subject, you can use ‘List record’ action of the flow to get it.

For example, I have a subject that title is ‘test subject’, so using title as filter.

Test Result:

Regards,

Leah Ju

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prt33k 6,907 on at

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RE: Assign subject to new request

Hi Peter,

You might be having a different business process, but you can write a flow on Create/Update of queueitem. Then check if this queueitem belong to case and then update the case subject based on queue.

Something like this can work:

Thanks,

Prateek