copying email to the case record using the flow designer
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04-09-2025 10:31 PM
we are having inbound email trigger using the flow designer on the procurement case table
In one of the scenario i need to copy the entire email to the work notes or comments of the target record.
i am able to copy subject or body of the email.Please suggest how to copy the entire email contents to the target record.
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04-10-2025 11:29 AM
Hi @rajamusani ,
Try following steps
Add an Action in Flow Designer:
1.After the trigger (Email Received on Procurement Case),
2.Add a "Update Record" action,
3.Target: Trigger → Record (Procurement Case)
4.Field to update:
- Work notes (or Additional Comments, depending on visibility needs)
- Set the value to:
🟢 Trigger → Email → Body HTML
This will paste the HTML-formatted full email (richer than plain body_text) into the case's notes.
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Regards,
Pratik
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04-11-2025 12:04 AM
Thanks pratik for your reply
But I had used yesterday OOB Action("Associate record to email" ) it is creating the email in the procurement case , this action helped my requirement.
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04-11-2025 12:06 AM
Thanks pratik for your reply
For me OOB ACTION("Associate record to email" ) helped to create the email on the case record.