Auto closure of related CSM Case task when the parent case is closed

CarolMa6
Tera Expert

Hi All 

 

There is an auto request, requested item, and catalog task related to a CSM case. A flow designer workflow closes the CSM case 7 days after it is resolved. I want to expand the flow to also close related case tasks. How can I do this, and is it the best solution?

 

 

Regards 

Ca

1 ACCEPTED SOLUTION

Vishal Jaswal
Giga Sage

Hello @CarolMa6 

Here is an updated flow which will trigger whenever Case State is Closed and will update associated:
1. Case Task State to Closed
2. Requested Item State to Closed
3. Request State to Closed Complete

vishal_jaswal_0-1741025557096.png


Step#1: Trigger

vishal_jaswal_1-1741025576634.png


Step#2: Action - Look up Records - Parent is (Drag the pill from Trigger - Record Updated - Case Record from right)

vishal_jaswal_2-1741025612692.png


Step#3: Flow Logic - For Each - Items (Drag the 1 - Look up Records > Request Records from right)

vishal_jaswal_3-1741025688672.png
Step#4: Update Record - Record (Drag the pill 2 - For Each > Request Record from right) 

vishal_jaswal_4-1741025780384.png

 

Further Steps:  Repeat the same for RITMs and Case Task or other associated record types

vishal_jaswal_5-1741025848532.png

vishal_jaswal_6-1741025875859.png

vishal_jaswal_7-1741025901776.png



vishal_jaswal_8-1741025916063.png



vishal_jaswal_9-1741025924427.png



vishal_jaswal_10-1741025935033.png



Hope that helps!





Hope that helps!

View solution in original post

6 REPLIES 6

@CarolMa6 

once you get the REQ then to search for RITM simply use Filter as Request = Previous Lookup

Then for SC Task use Filter as Requested Item =  Previous Lookup

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Vishal Jaswal
Giga Sage

Hello @CarolMa6 

Here is an updated flow which will trigger whenever Case State is Closed and will update associated:
1. Case Task State to Closed
2. Requested Item State to Closed
3. Request State to Closed Complete

vishal_jaswal_0-1741025557096.png


Step#1: Trigger

vishal_jaswal_1-1741025576634.png


Step#2: Action - Look up Records - Parent is (Drag the pill from Trigger - Record Updated - Case Record from right)

vishal_jaswal_2-1741025612692.png


Step#3: Flow Logic - For Each - Items (Drag the 1 - Look up Records > Request Records from right)

vishal_jaswal_3-1741025688672.png
Step#4: Update Record - Record (Drag the pill 2 - For Each > Request Record from right) 

vishal_jaswal_4-1741025780384.png

 

Further Steps:  Repeat the same for RITMs and Case Task or other associated record types

vishal_jaswal_5-1741025848532.png

vishal_jaswal_6-1741025875859.png

vishal_jaswal_7-1741025901776.png



vishal_jaswal_8-1741025916063.png



vishal_jaswal_9-1741025924427.png



vishal_jaswal_10-1741025935033.png



Hope that helps!





Hope that helps!