Change The state & stage at RIMT when checklist value cahges

MaramA
Tera Contributor

Hello,

 

I have a task that includes a checklist item. This task is created alongside the RIMT. I need to change the state and stage of the RIMT when I click on the checklist (where the value changes to True or False). How can I accomplish this within the flow design?

MaramA_0-1717680115499.png

 

 

MaramA_1-1717680147142.png

 



2 REPLIES 2

Dnyaneshwaree
Mega Sage

Create BR (when to run = checklist field-> changs)or onchange Client script(onchange field - checklist) on task then using glide record on RITM or using dotwalk referncing to the parent of task i.e., RITM record, getvalue of state and stage fields of RITM . Add logic that , setvalue of state and stage = "Value as per your req" and then update ritm record.

Please accept my solution if it works for you and thumps up to mark it as helpful.

Thank you!!

Please accept my solution if it works for you and thumps up to mark it as helpful.
Thank you!!

Dnyaneshwaree Satpute
Tera Guru

Zach Koch
Giga Sage
Giga Sage

This link may help get you started. The values of whether an item on a checklist is completed are stored on the [checklist_item] table. In your flow you could look up the records associated with your checklist and see if it is checked or not. 

Checklist info 

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