Power Platform Community Forum Thread Details

Hi All,

I am using unified routing and any cases that are created manually in the model driven app are not going for routing untill i hit on save&route. how to route the record automatically on just saving the record.

Thanks

Categories:

Experimental features

@SA-09051757-0

To automatically route cases upon saving in a model-driven app using Unified Routing, you need to trigger the routing logic programmatically—because by default, manual routing (via "Save & Route") is required unless automation is explicitly configured.

Recommended Solution: Use Power Automate to Trigger Routing

You can create a Power Automate flow that triggers when a new Case is created and then calls the routing logic using a Dataverse unbound action.

Create a Power Automate Flow
- Trigger: When a row is added (Dataverse → Case table).
- Action: Perform an unbound action to apply routing rules.
Use the msdyn_RouteWorkItem Action
- This is the unbound action used to trigger routing in Unified Routing.
- You’ll need to pass the Case ID and entity name.

Test the Flow
- Create a new Case in the model-driven app.
- The flow should automatically trigger and route the case without needing to click "Save & Route".

🏷️ Tag me if you have any further questions or if the issue persists.

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