Action

Get Case By Verified Case Number

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Returns a case associated with a given contact ID and case number.

Identity

FieldValue
Master labelGet Case By Verified Case Number
Local developer nameGetCaseByVerifiedCaseNumber
Source templateSvcCopilotTmpl__GetCaseByVerifiedCaseNumber
Invocation targetSvcCopilotTmpl__GetCaseByVrfyCaseNbr
Invocation target typeflow
Confirmation requiredfalse
Show in progress indicatortrue

Purpose

Returns a case associated with a given contact ID and case number.

Used by

Prerequisites

Inputs

NameTypeRequiredUser inputPIIDescription
verifiedContactIDtextYesNo (planner-piped)NoVerified contact record ID.
caseNumbertextYesNo (planner extracts from conversation)NoCase number provided by the customer.

Outputs

NameTypeDisplayableUsed by plannerDescription
caseRecordrecordInfoYesYesCase record matching the contact + case number combination.

Dependencies

  • Flow SvcCopilotTmpl__GetCaseByVrfyCaseNbr installed.
  • Read access on Case for the bot user, sharing scoped to the contact's cases.

Used in 1 agent

Used by (1 subagent)