Phone Description to Regarding Case Workflow - Append with problem

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Posted on by Ron Covington

I have a workflow that takes the information in the Phone Call Description Field and updates the Regarding Case Description Field when I convert the phone call to case. This works. What I also need it to do is... if another phone call is taken and is set to regarding the existing case to append the existing Case Description Field with the "new" Phone Call Description, and not over write the existing content.

I have the first property set to:

{Description(Phone Call)}

The second property is append with:

{Description(Regarding (Case))}

--{Description(Phone Call)}

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Kokulan 18,054 on at

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Hi

Please see how you could set the description in both of these scenarios

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Ron Covington on at

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Thanks... Kokulan, that worked - now understand it better, appreciate the quick response.

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