copying email to the case record using the flow designer

rajamusani
Tera Contributor

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.

3 REPLIES 3

pratikjagtap
Giga Guru

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.

 

If my response helped, please hit the 👍Thumb Icon and accept the solution so that it benefits future readers.

 

Regards,
Pratik

 

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.

rajamusani
Tera Contributor

Thanks pratik for your reply

 

For me OOB ACTION("Associate record to email" ) helped to create the email on the case record.