Hello!
I'm trying to to set up a system where incoming cases are automatically distributed between two teams working in our company.
Incoming case will always contain standard form in Description field:
So goal is simple - IF string Description contains 'Latvia' THEN assign to 'teamLatvia' ELSE assign to 'teamLithuania'.
So far I've come up with this:
Question 1: how do I figure out Team ID? It's not listed when opening team page. Also that "assignedTeamId" is just my improvisation, based on example here - https://www.espocrm.com/documentatio...ation/formula/. Checked around Administration page, but didn't see anything named Environmental Variables or similar.
Question 2: if values are assigned in IF (which is in Conditions section), do I need to add anything in Actions section?
Question 3: am I identifying field Description correctly - without any quotation marks or anything?
It would help if there was a way to test this without actually creating new case each time - some kind of preview option, to see Syntax + how many entities would be affected. Something like Powershell -whatif argument, so I can do my tests first and only then set Workflow to Active.
Any help appreciated!
I'm trying to to set up a system where incoming cases are automatically distributed between two teams working in our company.
Incoming case will always contain standard form in Description field:
Description
----- Support request automatic generated mail -----
Case type: Firewall
Case issue: Connect
Country: Latvia
Username:
Subject: TEST Please ignore
...
----- Support request automatic generated mail -----
Case type: Firewall
Case issue: Connect
Country: Latvia
Username:
Subject: TEST Please ignore
...
So far I've come up with this:
Code:
ifThenElse( string\contains(description, 'Latvia'), assignedTeamId = 'teamLatvia'; status = 'Assigned' ifThen( string\contains(description, 'Lithuania'), assignedTeamId = 'teamLithuania'; status = 'Assigned' ) );
Question 2: if values are assigned in IF (which is in Conditions section), do I need to add anything in Actions section?
Question 3: am I identifying field Description correctly - without any quotation marks or anything?
It would help if there was a way to test this without actually creating new case each time - some kind of preview option, to see Syntax + how many entities would be affected. Something like Powershell -whatif argument, so I can do my tests first and only then set Workflow to Active.
Any help appreciated!
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