Check if record exists before creating

[hrdy90]

Thank you rabii that worked wonders. Have not checked out the BPM module yet, but will make sure to do so. Seems like a powerful tool!

[rabii]

you can check if an email exit in your workflow trigger using the same expression, like below:

record\exists('Contact', 'emailAddress=', emailAddress);

However i think you could use bpmn so this way when you identify the new contact ad duplicate you could delete it from your system. also you should be able to create a flowchart that triggers once an email is created and its parentType == Case.

Hope this helps

[hrdy90]

I am trying to create a contact when email-to-case is happening, but had no luck there. Instead I opted to create a contact when email is received which works great.

But I am not able to find a way to check if the contact already exists.

I am using:
Target entity: Email
Create Record » Contact

Email
Field: From Email Address.lower

Name
Field: From Name

Links
Emails

And i tried to make an expression, but it broke the workflow:
!record\exists(Contact, contactEmail, emailAddress)