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huskerwendy
Using Flow & Process Builder to Parse Case Subject Line
I've been told that I can parse the subject line of a case using flow and process builder but I really have no idea where to start. Can someone give me an outline of the steps I would take? I've done some investigating in flow but the only thing I can see that may work would be to use a loop variable but I don't know if I'm even heading in the right direction.
Here's what I'm hoping to accomplish:
We have cases that all come in from the same email address. The email address is not associated with any of the contacts on the accounts however they have the correct account number in the subject line of the case. I need to assign the case to the correct account based on the account number in the case subject line. All of the account numbers are six characters long.
Here's an example of what the subject line would look like: "123456 Backups complete on "
Here's what I'm hoping to accomplish:
We have cases that all come in from the same email address. The email address is not associated with any of the contacts on the accounts however they have the correct account number in the subject line of the case. I need to assign the case to the correct account based on the account number in the case subject line. All of the account numbers are six characters long.
Here's an example of what the subject line would look like: "123456 Backups complete on "
All Answers
To speak it back - you are looking to analyze new Cases that came in via Email to Case that put the Account Number in the Case.Subject line - and then reassign that Case to the proper account based on that value?
I'm racking my brain on a native Flow component that would allow you to parse that string like that - but you may need to throw in a little Invocable Apex to do the assignment for you. You can implement that Invocable Apex either inside of a Flow or just in Process Builder itself I believe.
The Apex would accept a list of new Cases and then spin through programmatically to assign them. Have you tried any programmatic approach yet?
I would like to replicate what you have done, my issue is that I don't know enough about how Flows and how to build them. From a logic stand point I totally get it. Is there a way you could share with me screen shots of each item in your flow and your process builder. I know its a lot to ask but I am struggleing with this on multiple fronts.
Screen shots that would help would be great. I still want to do the same thing where I am parsing a value out of subject line to get the Account number.
Thanks for your help!
Also your flow type should be "Autolaunched Flow"
Then in your process builder, you would select "Flows" as the Action Type and then find the name of your flow in the picklist. Any variables you declared as "Available for Input" will show up in "Set Flow Variables".
Hope this helps! Let me know if you have other questions.
RIGHT({!SubjectLegalAgreement}, FIND("Legal Agreement: ",{!SubjectLegalAgreement},7))
SUBSTITUTE( {!sobjCase.Subject} , 'Contact Form Email - ','')