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emai-to -case doesn't work when the email address is not associated with any contact

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  • emai-to -case doesn't work when the email address is not associated with any contact

    Hi,
    I added a group email account to use Email-to-Case.
    When an email arrives that is not associated with any contact, the case is not created.
    How can I register the contact automatically when I receive an email and subsequently generate a case ?
    I'm currently using v 7.1.11
    Thanks.​​

  • #2
    Hi,
    You need to have an Advanced Pack. You need to write Workflow to create Contact (after creating relationship with Email) on specific conditions and a Sequential Workflow to create a ticket

    Comment


    • #3
      thank you for the answer.
      I have the advanced pack and I set up the workflow to create the contact upon receiving the email.

      I set it like this:
      target entity: email
      trigger type: after saving record

      Formula ( in conditions): isBeingImported && entity\isNew()

      Actions: create record >> contacts

      contacts are properly stored in the system ( although there are duplicates, if for 2 times I get an email from the same address, in the system I will have two identical contacts and I do not know how to avoid it).

      For the ' Sequential Workflow ' , could you give me some more indication?


      Comment


      • rabii
        rabii commented
        Editing a comment
        Add this to Formula in Condition

        isBeingImported && entity\isNew() && !record\exists('Contact', 'emailAddress=', fromAddress)

    • #4
      Workflow 1
      Target Entity > Email
      Trigger> created
      Condition> Parent Empty & To Email Address (the Email Address you are using for case Creation)
      Action 1. Create Related Record
      Link> Contact (created through relationship)
      Map the fields From Email to Contact (Body of Email to Description

      Action 2 - Trigger Another Workflow and Choose the Sequential Workflow (Workflow 2 Below) to run immediately on the Related Contact

      Workflow 2

      Target Entity > Contact
      Trigger> Sequential
      Action
      Create Related Record > case and map the fields as relevant

      Comment


      • #5
        Waiting for your answer, I continued to run tests and I reached the goal.

        I share here, maybe it can be useful to anyone who will read this topic.

        1. administration > group email account > set email and create case

        2. workflow:
        target entity: email
        trigger type: after create record

        Formula ( in conditions): isBeingImported && entity isNew() && ! record exists('Contact', 'emailaddress', fromAddress)
        -> in this way I am telling him that if the contact exists then he should not create it

        Actions: create record >> contact
        firstname: sender email address. Name

        so a contact is created that has by name the email address ( I don’t care to have all the contact fields populated, but I need to save the contact in order to activate email-to-case, because if the contact is not in the system, this option is not activated)

        that’s it!
        Thanks for answering and have a nice day.

        Comment


        • concept
          concept commented
          Editing a comment
          Espo v7.1.11
          Advanced v 2.10.0

        • rabii
          rabii commented
          Editing a comment
          so you mean that the code no longer works ? if yes please share the code so we can review.

        • concept
          concept commented
          Editing a comment
          I had changed the id in the formula and entered the wrong one. I apologize again to thank you for your availability.
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