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Flow designer

GRGiri
Tera Contributor

I have been trying to create a flow using the below steps.

 

Submit a general enquiry flow

A new flow will be developed that creates cases from interactions created from the Universal Contact Form. Once the case is created the interaction will be closed.

Name: Submit a general enquiry flow

Trigger: record producer is Universal Contact.

Actions:

  1. Get the variables from the form for the interaction.
  2. Use the topic variable to lookup the Topic default case type decision table.
  3. Create a case in the table specified by the decision table.
    1. Copy the first name, last name, contact details and description from the interaction to the description of the case.
    2. If a decision does not match or task type and case type are not set, then don’t create a case.
  4. If a case record was created close the interaction.

 

I have created the decision table, record producer. However while implementing the flow i'm kinda stuck with the 2nd and 3rd actions. Can anyone give me sample of how to go forward with the build?    @Voona Rohila ..

1 REPLY 1

M Iftikhar
Giga Sage

Hi @GRGiri,

You can use the 'Make a Decision' flow logic.

Here is the product documentation link: Make a decision flow logic

 

If my response helped, please mark it as the accepted solution so others can benefit as well.

 

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.