Action
Get Case By Verified Case Number
Download .mdReturns a case associated with a given contact ID and case number.
Identity
| Field | Value |
|---|---|
| Master label | Get Case By Verified Case Number |
| Local developer name | GetCaseByVerifiedCaseNumber |
| Source template | SvcCopilotTmpl__GetCaseByVerifiedCaseNumber |
| Invocation target | SvcCopilotTmpl__GetCaseByVrfyCaseNbr |
| Invocation target type | flow |
| Confirmation required | false |
| Show in progress indicator | true |
Purpose
Returns a case associated with a given contact ID and case number.
Used by
- CaseManagement —
GetCaseByVerifiedCaseNumber_179KY0000000OtT
Prerequisites
verifiedContactIDmust come from Service Customer Verification.
Inputs
| Name | Type | Required | User input | PII | Description |
|---|---|---|---|---|---|
verifiedContactID | text | Yes | No (planner-piped) | No | Verified contact record ID. |
caseNumber | text | Yes | No (planner extracts from conversation) | No | Case number provided by the customer. |
Outputs
| Name | Type | Displayable | Used by planner | Description |
|---|---|---|---|---|
caseRecord | recordInfo | Yes | Yes | Case record matching the contact + case number combination. |
Dependencies
- Flow
SvcCopilotTmpl__GetCaseByVrfyCaseNbrinstalled. - Read access on
Casefor the bot user, sharing scoped to the contact's cases.
