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Service | Customer Service, Contact Center, Fie...
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Assign subject to new request

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Posted on by 66

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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  • Verified answer
    prt33k Profile Picture
    6,907 on at
    RE: Assign subject to new request

    Hi Peter,

    You can always you XrmToolBox - FetchXmlBuilder for such things:

    pastedimage1611791315325v1.png

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

    pastedimage1611791720176v3.png

    pastedimage1611791746609v4.png

    pastedimage1611791772698v5.png

    Please mark the answer verified if this helps!

    Thanks,

    Prateek

  • peterhoyer Profile Picture
    66 on at
    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 Profile Picture
    on at
    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.

    pastedimage1611727442627v1.png

    Test Result:

    pastedimage1611727501687v2.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    prt33k Profile Picture
    6,907 on at
    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:

    pastedimage1611716787928v1.png

    Thanks,

    Prateek

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