Predefined Calculation: CXM - Value of field for a specific case
Summary
Given a CXM case reference and a field name, this formula will return the value of this field for the particular case.
Setup
The formula requires integration with Jadu CXM to be configured. This can be done under Settings > Integrations > Jadu CXM.
Inputs
This formula requires 3 inputs to be passed through to it:
- the CXM case reference
- the case field to return. Search for the field by typing in its Name or Unique identifier.
whether to run as the signed in user
This determines whether the request to CXM is sent using the signed in account, or the CXM API key permissions. The signed in account may have different permissions to the API key, causing the result of the formula to differ.
Caching
When retrieved from CXM, the case is cached by XFP for the remainder of the current page load. This means that any subsequent formulae that need to access the case will not need to retrieve it from CXM.
Return values
| Value | Description |
|---|---|
| The value of the field | If the case exists and can be accessed |
| An empty string | Otherwise |
Note: return values are case sensitive
Formula Logic
The case with the specified reference is retrieved.
The result of the formula is the value of the specified field from the case.