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Soraya Attia
Hi, I have the following scenario : a case has been created via web-to-case and the customer has entered their name, Phone and email on the web form.
I created a process via process builder to automatically create a new contact. I tested and it is working, the name, Phone and email fields are correctly populated and the contact record is created.
I am struggling to find how I can automatically map the new contact fields in the case?
How to automatically populate the same field inputs across objects e.g. contact to case
Hi, I have the following scenario : a case has been created via web-to-case and the customer has entered their name, Phone and email on the web form.
I created a process via process builder to automatically create a new contact. I tested and it is working, the name, Phone and email fields are correctly populated and the contact record is created.
I am struggling to find how I can automatically map the new contact fields in the case?
That's why I'm thinking you need a flow for this. Reason being is you can't take the Id of the Contact created in your Process and pass it to the Case record update. Unless you did something a little more complex like creating a custom field on the Contact for the originating case, and then use a process on the contact insert to link the case's contactid to it.
Also, the screenshot you provided is for the process and not a flow.
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What mappings do you wish to achieve?
Thx
Thanks for your response.
I have some questions though on how to create the input variable for case ID on step 2 and then the variable at step 4.
I have added a screenshot of the flow that I have set up for the Contact record creation but I don't know how I can add the variable.
Can I use Update a Record for step 2 'Case Update' instead of building a Flow?
That's why I'm thinking you need a flow for this. Reason being is you can't take the Id of the Contact created in your Process and pass it to the Case record update. Unless you did something a little more complex like creating a custom field on the Contact for the originating case, and then use a process on the contact insert to link the case's contactid to it.
Also, the screenshot you provided is for the process and not a flow.
Hi @James Loghry! This Flow is very similar to what I'm needing to do but I have no experience building flows. Could you please provide more detailed instructions on how to create this? You will be a life saver...!