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Outlook Pipeline

  • February 20, 2025
  • 0 replies
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Hello, I'm trying to create a pipeline in a help ticket app that only creates a new ticket record when a new email comes through the outlook mailbox.  The problem I'm running into is it creates a new ticket for every reply.  I only want the ticket to reflect the original email request so we can manage the app better.  I've tried filtering by subject line containing "RE:" or "FW:" and it doesn't work.  Any help is greatly appreciated!

Andrew

MarkStrassel
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  • Registered
  • February 21, 2025

It might involve some user training, but what if you append the ticket# to the email, then have the pipeline search for that existing ticket#?  Most ticket systems seem to have the ticket# either in the subject line or maybe at the bottom of the body and it always says put your replies above this line or include the ticket#.


Maria
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  • Community Manager
  • February 21, 2025

I agree with MarkStrassel. You need a unique identifier. If you can ensure that the [Record ID#] of the original ticket is always at the end of the subject line then you can have a lookup that defaults to the parent ticket. 

For example, if your app has two tables: [_DBID_TICKETS] and [_DBID_EMAILS] where [_DBID_TICKETS] is the parent to [_DBID_EMAILS] you will have a [Related Ticket] field. You can have a formula field that searches for the characters in your subject line that come after the "#" character. So your subject reads, "Re: FW: FW: FW: App on fire! Ticket #123456" 

Your formula logic starts like this: 

Right([Subject], "#")

This returns everything after the "#" character

Then we compare this to the [Related Ticket]:

If(
  Contains(
    Right([Subject], "#"), [Related Ticket]), 
  True, False)

Now if this returns True, then apply the Right([Subject], "#") value to the [Related Ticket] field. 

At least this would be how I would have started approaching this problem. Hope it helps get some ideas flowing. 

 


Mez
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  • Registered
  • February 22, 2025

We solved a similar problem recently with the following assumptions using: 

  • initial email will only come from the system - either @service-now.com or @adobesign.com
  • subject is interrogated using regex for two targets: 
    • does not match regex ^(?:Re: | Fwd: | Fw: )
      • subject starts with one of the above
      • non-capturing by using '?:'
    • contains an ID in form of CW#
      • matches regex (CW\d{1,8})
        • capturing - we need this data to either enter into the record or use as a search value
  • has attachments

Then you can further filter using a condition step to divert paths. In our true logic we then search for an existing record.