Updating Case Field from a Related Account Field in Flow

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Posted on by lawilliams713

I'm not sure this is the right place for this question but I am trying to create a Flow that updates a field in the Case on create to a field value in the related Account. This seems simple and I can achieve it using the old way but this is my first attempt at a Flow and keep hitting a wall. Below is what I have now and the error I get when I test. Any assistance would be appreciated.

Details: the case field is a user lookup field and the account field is also a user lookup field.

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Charan Raju C R 7 Moderator on at

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Hi lawwilliams,

Looks like Row ID you are passing at 'Get a row by ID' action is having problem (I cannot see what exactly you are passing that input field). This should contains a value of Customer field in Case as highlighted in the below screenshot.

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lawilliams713 45 on at

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That worked for that stage, thank you! Now it's getting caught up in the Update a Row stage. What should the Row ID be? I've tried several options but none are working.

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Charan Raju C R 7 Moderator on at

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Row ID under 'Update a row' action should be set to Case (Unique identifier of the case) from 'When a row is added, modified or deleted' action as in the below screenshot.

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lawilliams713 45 on at

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Thank you. I had tried that and got the following error so I thought it was wrong. Is it because the field is a lookup to the user?

{

"error": {

"code": "0x0",

"message": "Resource not found for the segment 'systemuser'."

}

}

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Charan Raju C R 7 Moderator on at

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Could you please describe your entity relationships and your requirement in detail (like which field you need to update)?

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lawilliams713 45 on at

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There is a company contact (user lookup) field on the Account form. When a Case is created for an account we want the company contact field from the Account to pull into the company contact field on the Case form.

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Charan Raju C R 7 Moderator on at

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To update Company Contact lookup, you need to enclose User Id with in /systemusers() similar to web API update as in the below screenshot. Example, /systemuser(1bcd4cf8-eb7e-4fde-8da8-25cb5c1153ad)

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lawilliams713 45 on at

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Thank you!! This exact fix didn't work, however, I used the Company Contact (Value) from Get a row by ID and I got the expected result.

Thank you again for all your help!

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