Email notification for work order

cpinedatx94
Tera Expert

Hello im trying to set up a notification that will send a email with the actual end time of a work order task, The issue is i need the trigger to be when the work order goes to "Closed complete"

 

I suspect my issue to be im not dot walking correctly. I tried to make a flow on the work order task table with the triggers:

 

Parent.state "is" Closed Complete

Template "is" Arrive on site and complete work

 

this is the only way i can get the Actual time fields for the emal

1 ACCEPTED SOLUTION

Hi @cpinedatx94 ,

Yep there is no action called look up child records ,You have to look up the child records using look up records action.

Select the table as task table and condition as 'parent is triggered record'.So this will fetch you all the task table record associated with your parent table.

Please mark my answer correct/helpful if it resolved your query

View solution in original post

4 REPLIES 4

Ramz
Mega Sage

Hi @cpinedatx94 ,

You are triggering the flow when task record is updated but actually nothing is updated on task table to trigger the flow. So put the trigger on parent table .

-When state changes to closed complete

-and in the flow actions you can look up child records and put if condition for - Template "is" Arrive on site and complete work

 

Please mark my answer correct/helpful if it resolved your query

i only see "look up records" in the flow actions. I see no option for a "look up child records" cant find anything relating to child

Hi @cpinedatx94 ,

Yep there is no action called look up child records ,You have to look up the child records using look up records action.

Select the table as task table and condition as 'parent is triggered record'.So this will fetch you all the task table record associated with your parent table.

Please mark my answer correct/helpful if it resolved your query

Thank you my friend! Perfect explanation