How to pass Playbook input to a Flow

NavyaMasapu
Tera Contributor

Saturday

Hello Everyone!

 

I have two questionnaires in a Playbook. The first one is EA Application Info, where the user is asked whether the request requires the NAAM Process. If the user selects Yes, a second questionnaire appears, prompting them to enter the corresponding NAAM Request Number.

 

I need to pass the NAAM Request Number entered in this second questionnaire to one of my Flows. However, since this value isn’t stored on any table field and only exists within the Playbook’s data, I’m not sure how to retrieve and use it in the Flow.

 

Can anyone suggest how I can achieve this?

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Uncle Rob
Kilo Patron

yesterday

You don't "retrieve" it as a flow.  The executing flow has to have an input that expects it.
If the flow has an input defined, then when you "call" the flow, the input variable will present itself as a parameter.

These two videos show samples of the concept being used withing Subflows and Flow Actions, but the same principle applies to a Playbook and a Flow.

Approvals & Subflows:  https://youtu.be/nqKAQg9hZUI
Understanding Flow Action Input / Output:  https://youtu.be/Jl7DXVdArIE

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