How to mass relate Cases to an existing Widespread Issue RecordYou're a client of Email to Case Premium and would like to relate multiple Cases at once to the same Widespread Issue Record.Jul 21, 2022Knowledge
InformationPermalinkHelp Permalinkhttps://kb.vicasso.com/?kb=000005171DetailsHelp DetailsTo do so, you will need to create Widespread Issue Report junction records through Data Loader. Please follow the steps outlined below:1- Create a new CSV file with 2 columns: Case and Widespread Issue2- Populate the Case column with the Case Record IDs and the Widespread Issue column with the ID of the Widespread Issue record you with to relate the Cases to. It should look something similar to:3- Open Data Loader and log into your Org4- Select the Upsert option5- From the list of objects, select Widespread Issue Report (E2CP__Widespread_Issue_Report__C) and select your newly created CSV file and click on Next6- Click OK on the Initialization Succeeded message that shows up7- The field for matching should be Id. Click Next.8- Click on the Create or Edit a Map button9- Map E2CP__Case__c to Case and E2CP__Widespread_Issue__c to Widespread Issue and click OK10- Click Next11- Click Finish12- You should get a message saying that the Upsert was successful.13- Open the Widespread Issue record and go to the Related tab. You will see all the newly added Cases listed under Widespread Issue Reports:Note: This Knowledge Article is provided as-is. If you have issues related to Email to Case Premium or Widespread Issues, please open a Case with Vicasso's Support Team. If the issue is related to Data Loader, please reach out to Salesforce Support directly. TitleHow to mass relate Cases to an existing Widespread Issue RecordURL NameHelp URL NameHow-to-mass-relate-Cases-to-an-existing-Widespread-Issue-Record