Building Automation around Case Merge PremiumYou are using Case Merge Premium and would like to implement automation as the result of a merge, such as performing a field update on the Parent (Master) Case.May 28, 2020Knowledge
InformationPermalinkHelp Permalinkhttps://kb.vicasso.com/?kb=000004856DetailsHelp DetailsThe following fields are populated on Child Cases as the result of a merge, and can be used in the evaluation criteria for your automation. Status: The Merged Case Status you've defined on the Case Merge Premium setup wizard (usually, "Closed as Duplicate").Parent Case: Case Number of the Master Case chosen for the merge.Merged By: User who performed the merge.Merged Date/Time: Date/Time the merge occurred. In order perform updates to the Parent Case, you will need to use Process Builder. For an example, see the following knowledge article.TitleBuilding Automation around Case Merge PremiumURL NameHelp URL NameBuilding-Automation-around-Case-Merge-Premium