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Auto Create a New Case When Sales Order is emailed.

  • 9 February 2023
  • 2 replies
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We want to create a new case when the Send button is clicked on the email activity.  We have setup Incoming mail processing for delivery@barefootspas.com.  This works if we send an email from an external source to delivery@barefootspas.com a case gets created.

In the email activity screen we have setup a template that includes delivery@barefootspas.com on the CC of the email.  the TO: is the customers email address.  (see screen shot included).

In this scenario, the email is received but the case is never created.   We have tried to put the delivery@barefootspas.com email address in the TO field along with the customer email, in the CC field and the BCC field.   The case does not get created with any of these settings when sending the email from the Email Activity.

Any help is greatly appreciated.

 

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Best answer by kristianharianja 10 February 2023, 00:53

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kristianharianja
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@scottspencer82 There is Emailed checkbox in the tab Financial of the sales order you can use to trigger business event to create new case. This will be ticked if you email the SO via three dots menu » Email Sales Order. It doesn’t however tick the box if you print the form first and send from there.

Kristian Harianja
BenjaminCrisman
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@scottspencer82 In 2023 R1 I understand they have expanded the business event functionality to be able to trigger the BE based on clicking one of the Actions in the toolbar.

Is this the type of functionality you’re looking for?

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