How to add Case Number to Survey Notification

[aguanci]

Hi All,

We have a request to add Case Number to our Survey Invite email but, since this notification is built off the Assessment Instance table (asmt_assessment_instance) we can not figure out a way to add case number. I have tried to dot-walk through Task with Parent to no success. Also, we have tried TriggerID based off some posts on Community. I created a database view on the Assessment Instance and HR Case tables, but it is not possible to create a Trigger Condition on a database view in Utah. 

Does anyone have any more suggestions on how to accomplish this? I can only find articles to include Incident number to the notification. 

[Jaspal Singh]

Hi,

If notification is on asmt_assessment_instance table then you can simply call ${task_id} in the notificaiton and it should work.

I assume you are doing a Preview Notification and looking for record that does not have Task associated.

[aguanci]

Thanks for the quick reply! $[task_id] was the first thing I tried but it does not produce a value in preview. 

[Jaspal Singh]

Well, that is what I am coming onto. Seems you are selecting a record for preview which does not have Task value.

When you do a Preview. You can select a record (top right reference field).

Click on magnifying glass icon and then filter as Task | is not empty

You can select any record and it will work.

So, it does work however the record you checking does not have Task and thus the case.

[aguanci]

So because there is no task associated with the case we can not drill down into Case?