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Service | Customer Service, Contact Center, Fie...
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How to I add case number to the response data of MS Forms Pro

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Posted on by

Hi Team,

I have created a Survey on MS Forms Pro and linked it up Case entity using Flow. I now get an email when a case record is updated. However I want to now link the responses that I get with the case number that triggered the invite. 

Any ideas on how I can have the case number on the responses data of a survey.

Thank you,

Vetrivel G

  • Harish M Profile Picture
    Microsoft Employee on at

    Hi,

    To add the case number to the Survey, edit the survey on the forms pro and click on the 3 dots and select Survey Variables

    pastedimage1587499287583v7.png

    Click on New Variable and add the value as Case 

    pastedimage1587499355988v8.png

    Go to Question on the Survey -> Add the Case variable to the Survey description

    pastedimage1587500180685v11.png

    Now save the survey and go to your Flow and edit the Flow

    In your flow, select the action and click Show Advanced Options where you will see the Case as new option where you can use the add dynamics content option to add the Case Number

    pastedimage1587499837476v9.png

    Save your flow and you should see the Case number in the next survey you send as below

    pastedimage1587500311024v12.png

    Best Regards,
    Harish M
    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums

  • Community Member Profile Picture
    on at

    Hi Harish,

    Thank you for reply, Here problems is I'm using below custom flow.how to mention the case number could please help me for this.

    <p>Hello @{body('Get_record')?['fullname']}</p>

    <p>Thank you for contacting IT support.This email is to confirm that your support case has been closed, The details of the service request case are as follows</p>

    <table>

    <ul>

    <tr><td><li>Case Number:@{triggerBody()?['ticketnumber']}</li></td></tr>

    <tr><td><li>Case Title :@{triggerBody()?['title']}</li></td></tr>

    <tr><td><li>Closed Date :@{body('Convert_time_zone')}</li></td></tr>

    </ul>

    </table>

    <br>

    <div>

    </div>

    <a aria-labelledby="surveyLinkId" class="button" style="text-decoration: none; color:white" href="" target="_blank" rel="noopener noreferrer" data-auth="NotApplicable"><span id="x_surveyLinkId" >Start Survey</span> </a>

    </body>

    </html>

  • Harish M Profile Picture
    Microsoft Employee on at

    Hi,

    Are you using custom connector to connect Forms Pro, or using a custom template in Forms Pro. When you say custom flow, please share more details on how you have designed your flow and Forms Pro.

    Regards,

    Harish

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