Dissociate Message From a Case & Creation of New Case Automation
Feras Feras Faleh
Published:
08/05/25 1:22 PM
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Hi - I would like to know if we can dissociate a message from a case & create new case but via automation/rule configurations that can be triggered on demand via a macro? Is this use case doable?
Ideally, we would like to create a macro that can trigger this action via a rule + Automate some properties values on that new case.
My client's market or sub team cannot just use the normal Dissociate and Create New Case Button on Message level since it asks them to fill many CF values that are not required for their market/agents group and there are many.
Any other workarounds or possible solutions for this ask if the above is not doable?
Thank you!
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