Auto create cases for child accounts when a case was created for their parent account

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Posted on by SK-29040614-0

Hello.

I am trying to build an automated flow and I need some help on how to construct this flow. Here is the scenario:

A case is created in Dataverse. If the account has children accounts (where the Parent Account field is populated with the account who had a case created), then the flow will automatically create a case (with the matching fields populated Eg. customer, case type, year) for each child account.

Any assistance you can provide would be greatly appreciated.

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Building flows

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Expiscornovus 33,195 Most Valuable Professional on at

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Hi @SK12,

You can use a List rows with a filter rows query to find the matching child accounts of the customer. After that you can use an apply to each to add a new row in the cases table for each child account.

Below is an example

Filter rows

_parentaccountid_value eq '@{triggerOutputs()?['body/_customerid_value']}'

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SK-29040614-0 8 on at

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Thank you @Expiscornovus
This is great. I can't believe it's this simple 😀

Couple of questions:
Should I include a condition that if the length of list of rows is not null/0, then Apply to each?
In the trigger, under filter, can I add a condition where case type eq "requests"? (so that it only looks at cases with that type of condition)
Under Customer (Accounts), what was the dynamic Account item that you had selected?

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Expiscornovus 33,195 Most Valuable Professional on at

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Hi @SK12,

1. If it hasn't found any matches (if the account has no child accounts) it will simply skip the add new row action within the apply to each. No need to add that condition action.

2. You can use the casetypecode attribute for this. 3 should be the Request label.

casetypecode eq 3

3. I used the unique identifier of the account from the List rows action.

/accounts/@{items('Apply_to_each')?['accountid']}

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SK-29040614-0 8 on at

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Thank you @Expiscornovus
I've created the flow and it works correctly.

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