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Case Creation Rule (Specify Case Details)

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Setting up case creation rules and the cases are being created as expected. The Account of the sender is populated in the customer field and the Sender is being added to the Contact field. All is well and good.

Until...

I try to use Specify Case Details.  I have four test conditions set up:

1. Test Sender Account: Senders Account - Account Contains Data - Case Property: "Priority" to High

2. Test Sender: Sender (Contact) Contact Contains Data - Case Property: "Description" to Foo

3. Test Email: Email Activity Type Contains Data - Case Property: "Disposition Comments" to Bar

4. No Criteria Test:  Case Property: "Auto Created" to Yes

Only for test cases 3 and 4 are the Resulting Case Properties being set as expected. I am uncertain as to how the Customer and Contact field can be supplied without these values containing data, and for the record I did test them with my real world usage example: Senders Account Account Rating = "Gold" or Sender Contact Rating = "VIP" can anyone spot a mistake on my part?

Thanks,

Bill


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