Flow Designer - Change a state case from a task state

Alessia Russo
Tera Expert

Hi everybody! I want to change a state of a case trough flow designer, I've set the trigger as you can see in the image:

trigger.png

 (I want that the state of my case changes when the state of the task changes in waiting for approval)

so I think I should make an action as update a case:

data pill in gray.png

but, as you can see the data pill for the case is all in gray and I can't use them. I want that this flow run for every case, so why ask me a particular case reference?

Also, I want that the case state will update to one particular state, but as you can see in the image there isn't the state I want but only some of them, how it is possible? Why I can see all the state of the case?

no state I want appear.png

 somebody could help me pls? Thnks

4 REPLIES 4

Saurabh Gupta
Kilo Patron
Kilo Patron

Hi,
You have to select the case reference. If your trigger is on case reference, you can use that in the case reference.

 

 


Thanks and Regards,

Saurabh Gupta

Hi @Saurabh Gupta  ! I want this flow works for all the case that have the task in waiting for approval, not only the one in the case reference, how can I do it?

Hi,
You can find the case ref within the task as well?

 

Task and Case is related.

 

 


Thanks and Regards,

Saurabh Gupta

Alessia,

You have to tell the Flow what record to update.  The only way to do that is to get the one referenced in your task or do a lookup using an appropriate query.

The way your Flow is now it will run when the state of the Task is changed.  That means the state has to change....all your existing tasks with the state currently at "waiting for approval" will not run the Flow.  If you want it to run for every existing Task waiting for approval you'll need a separate (one time or nightly) flow that looks for those records.