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Service | Customer Service, Contact Center, Fie...
Answered

Post notes from case in Teams

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Posted on by 15

Hi,

When one of our users updates a note on a case, I'd like the case title, note description, and createdby information to post to a Teams channel. I'm having a hard time finding the guid for the regarding (case) lookup field. I'm not sure I can filter the notes appropriately without it. Does anyone have any suggestions for how to accomplish what I'm after?

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi,

    It can be achieved with Power Automate.

    1. Trigger the flow when a note is updated.

    pastedimage1651743122991v1.png

    2. If the Object Type of the Note is Case, get the details of the related case. ("objecttypecode""incident")

    pastedimage1651743817328v3.png

    3. Send a message in Teams.
        Here is a section which you can refer to: Posting a message as the Flow bot in a Teams channel

  • MirandaK Profile Picture
    15 on at

    Hi Nya,

    What do I put for the Row ID under Get a row by ID?

    pastedimage1651773081263v1.png

  • Verified answer
    Nya Profile Picture
    29,064 on at

    Hi,

    It should be inserted with the following expression:

    triggerBody()?['_objectid_value']

    pastedimage1651800534636v2.png

    And here is the record accessed.

    pastedimage1651800642933v3.png

  • Nya Profile Picture
    29,064 on at

    Hi,

    If the issue has been solved, it would be appreciated if you could click "Yes" to verify my answer.

    Image

    If there is any further doubt, please do not hesitate to let me know.

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