Reply To: Update Case Origin When Activity is Converted

  • Heidi Neuhauser

    Member
    May 26, 2023 at 10:26 am
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    Hi Chrys!

    I want to make sure I understand your ask (requirement) here. Can you let me know if this is what you’re looking to do?

    – You want to update Origin on the CASE to include Task, Appointment and Custom.

    And once that is done, you need the following to be true:

    – When an email is converted into a CASE, the Case Origin should equal Email.

    – When a Task is converted into a CASE, the Case Origin should equal Task.

    Or am I totally wrong and it’s something else?! 😄
    Requirements are hard to get through typing only!

    Thanks!

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