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Hi All,
I want to pass a field value from email to case when we convert the email record to a case record using ribbon button "Convert to Case".
Does anyone know how to do it using Actions or Workflow or Ribbon customization?
Please advice
Hi..
Instead of customizing ribbon button, you can create workflow after case creation and assign field values from email to case.
andz88.wordpress.com/.../automatic-case-creation-gotcha-keep-the-predefined-fields-as-it-is
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