Create incident task automatically after incident creation

Kevin Recio1
Mega Contributor

Looking for an ELI5 because I've looked around and can't seem to figure this out. I have tried Flow Designer and Workflow Editor and I still can't seem to get my incident task automatically created once an incident is created with specific conditions. Here are screenshots of properties and workflows:

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5 REPLIES 5

sachin_namjoshi
Kilo Patron
Kilo Patron

How your incident is created? With business rule?

In your workflow, you should have activity to create incident first and then followed by another activity to create incident task.

In your case, workflow/flow is getting triggered before incident is saved.

OR

 

you can create after business rule on incident table to create incident task.

 

Regards,

Sachin

Ah, I think I follow. I will look to add incident creation task before the workflow to see if that changes anything.

Another question - will the incident creation task still apply to incidents created from inbound action email? Because all of these types of incidents will be created via that process.

In your case, you should create after business rule on incident table to create incident tasks.

 

Regards,

Sachin

Sachin, I added an incident creation task in this workflow, and that successfully created a child incident:

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This can actually work for me, however looking at this workflow, I'm still not understanding why the incident tasks are not being created. Do I need to have a condition that associates it to the original incident?