Create Interaction via email and then create further record as per choice field.

prasanna_da
Tera Expert

Hi Team, 

I have a requirement where i need to create Interactions from Email and it has to be assigned to INTGroup group.
There will be a choice field on the Interaction form which will has Incident, Service Request and Hold as option.
Once the interaction is created via email and assigned to INTGROUP group then the Group member will manually check the short description , select the appropriate choice as INC or Service Request and then the Incident should get crated if the choice field on the interaction is selected as incident and record is updated and the Child field on the Interaction must be updated with the new incident record created.

How can we implement this in best possible way?

@Ankur Bawiskar 

2 ACCEPTED SOLUTIONS

SumanthDosapati
Mega Sage
Mega Sage

@prasanna_da 

You can try using Inbound email actions or Flow Designer.

If flow designer

  1. Create new flow
  2. set Trigger as Application > Inbound Email
  3. Table as interaction
  4. Give your specific conditions if any
  5. In the actions : Create record on table interaction and set the assignment group etc.

Accept the solution and mark as helpful if it does, to benefit future readers.
Regards,
Sumanth

View solution in original post

Ankur Bawiskar
Tera Patron
Tera Patron

@prasanna_da 

so you are getting an email and based on that you need to create interaction.

2 Approaches

1) You can use inbound email action of type "New" and handle the insertion, use current.insert() in script and you can set the fields if you want

AnkurBawiskar_0-1746778730140.png

 

AnkurBawiskar_1-1746778742883.png

 


OR

2) you can use inbound flow for this with no scripting

Creating Inbound Email Flows 

AnkurBawiskar_2-1746778877074.png

 

AnkurBawiskar_3-1746778895795.png

 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

View solution in original post

2 REPLIES 2

SumanthDosapati
Mega Sage
Mega Sage

@prasanna_da 

You can try using Inbound email actions or Flow Designer.

If flow designer

  1. Create new flow
  2. set Trigger as Application > Inbound Email
  3. Table as interaction
  4. Give your specific conditions if any
  5. In the actions : Create record on table interaction and set the assignment group etc.

Accept the solution and mark as helpful if it does, to benefit future readers.
Regards,
Sumanth

Ankur Bawiskar
Tera Patron
Tera Patron

@prasanna_da 

so you are getting an email and based on that you need to create interaction.

2 Approaches

1) You can use inbound email action of type "New" and handle the insertion, use current.insert() in script and you can set the fields if you want

AnkurBawiskar_0-1746778730140.png

 

AnkurBawiskar_1-1746778742883.png

 


OR

2) you can use inbound flow for this with no scripting

Creating Inbound Email Flows 

AnkurBawiskar_2-1746778877074.png

 

AnkurBawiskar_3-1746778895795.png

 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader