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Hi,
When I have an incoming email to the system, I have a record creation rule that creates a Case.
I would like to update a field on the Case entity as soon as the email has come in and the Case has been created and status New.
How would u do that Workflow? Should I look at the Email entity or the Case entity?
Thanks in advance!
You could put a workflow on either the Email or the Case entity. For the Email, you'd trigger this on update of the Regarding Object field, and check that the Regarding Object is a case. However, this will also run when other emails are linked to case, so you may need to check for that
For a workflow on the Case, you'd trigger this on Create of the Case. You should be able to check if the Case has a related email via the Process, Activity Count value, but this only gets calculated in certain cases, and you may need a wait condition. See https://fkbase.info/node/64
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