Email Notifications - RITMs and SCTASKs

rconstantino
Mega Sage

48m ago

Hello community,

Looking for suggestions on how to best handle a notification:
We have Requests that have multiple RITMs that have multiple SCTASKs. 

We copy comments from the SCTASK to the RITM.

When an SCTASK is closed, I want to send a notification from the RITM that includes the close clode, close notes from the SCTASK.

How best to solution this?
Thank you in advance for any suggestions.

Best,

Rachel

 

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Bhavya11
Mega Patron

7m ago

Hi @rconstantino ,

 

i have one question here is RITM has single SCTASK or multiple?

 

1. if RITM has single task then , Create flow designer trigger Update Record (select the table as sc_task ) and condition state changes to close complete

use the send Notification action pass the sc_task value(use data fill to get information) to it like 

  • SCTASK Number
  • Close Code
  • Close Notes
  • Comments, if required

2. if RITM has multiple tasks, then you need to trigger for only once then Create flow designer trigger Update Record (select the table as sc_task ) and condition state changes to close complete and lookup the record activity on sc_task table still any active sc_task for given RITM ,if no active then send notification

 

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