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

Email record creation and update rules condition on Cc field

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Posted on by 22

Why can't we check the Cc field in the record creation and update rules condition?

The field is available. 

Can we have and ETA on when it will be added?

  • PSauve_mdfcommerce Profile Picture
    22 on at
    RE: Email record creation and update rules condition on Cc field

    We are monitoring a shared mailbox where email came from at least 10 different email addresses.

    Some rules need to check from witch mailbox they are coming.

    but sometimes the mailbox is cc'ed,example: when an agent and a customer have a chat that didn't start from an exchange with the said queue.

    The agent will add the email address in cc for the email to be link to the crm case.

  • Arslan001 Profile Picture
    60 on at
    RE: Email record creation and update rules condition on Cc field

    Haig Liu  PSauve_mdfcommerce

    Hello both, just thought, but not sure if it is correct. If the automatic record creation update rule is monitoring a Queue Mailbox, then are partylist type fields even necessary because the email will be coming in to the Mailbox regardless.

    Originally I thought Cc or Bc fields were necessary because that's how the classic background workflows were set up, but now I am uncertain whether that applies here? Kindly advise on the soundness of the thought process.

    Best,

    Arslan

  • Haig Liu Profile Picture
    Microsoft Employee on at
    RE: Email record creation and update rules condition on Cc field

    Hi PSauve_mdfcommerce,

    I'm afraid there's no way to add a CC field in creation and update rules condition.

    The datatype of the CC field is party list, that mean it’s related to many entities. Maybe that's why it doesn't work.

    I suggest that you can give feedback to Microsoft Support.

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