Action

Get Cases For Verified Contact

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Returns a list of cases related to a given Contact ID.

Identity

FieldValue
Master labelGet Cases For Verified Contact
Local developer nameGetCasesForVerifiedContact
Source templateSvcCopilotTmpl__GetCasesForVerifiedContact
Invocation targetSvcCopilotTmpl__GetCasesVrfyCtct
Invocation target typeflow
Confirmation requiredfalse
Show in progress indicatortrue

Purpose

Returns a list of cases related to a given Contact ID.

Used by

Prerequisites

Inputs

NameTypeRequiredUser inputPIIDescription
verifiedContactIDtextYesNo (planner-piped)NoVerified contact record ID.

Outputs

NameTypeDisplayableUsed by plannerDescription
caseListlist of recordInfo (max 2000)YesYesID, Subject, Description, Status, CreatedDate, CaseNumber, LastModifiedDate, and ClosedDate for case records related to the specified contact.

Dependencies

  • Flow SvcCopilotTmpl__GetCasesVrfyCtct installed.
  • Read access on Case for the bot user.

Used in 1 agent

Used by (1 subagent)