flow designer - connect 2 tables

[JulietD]

Hi,

when a new sc_task created with the assignment group as 'aks' and short description 'abc' creted, the flow designer should trigger. There is a table named sc_req_item were there is a field named termination_username. This field value is required for further checks.

Also, There is another table named alm_hardware, the assigned_to variable is required here for further checks.

Take the termination_username value from the sc_req_item table, give this to assign_to field in the hardware table. If any record exists when we search using the name, add a note in the sc_task, 'thank you'. If there is no record associated with the user, directly close the sc_task. how to implement this? how can we take value from one table and use in another? how many lookups should use and the conditions

[YaswanthKurre]

Hi @JulietD ,

Try the steps below:

When a new sc_task is created with:

• Assignment Group = 'aks'
• Short Description = 'abc'

Then:

1. Trigger a Flow.
2. Get termination_username from the related sc_req_item. (dot walk from req item field)
3. Search alm_hardware table for records where assigned_to = termination_username. (Use lookup record)
4. If a record exists:
   • Add a note to the sc_task: "thank you". (update record)
5. If no record exists:
   • Close the sc_task. (update record)

Mark this as helpful and correct of this helps .

Thanks

[JulietD]

2nd and 3rd step, how to do in a flow designer? Can you guide me?

[YaswanthKurre]

Hi @JulietD ,

Use Look up record action in flow designer and select table as alm_hardware  and apply filter condition there. This will fetch the record for you and cover step 2 and 3.

Mark this as helpful and correct, if this helps you.

Thanks,

Yaswanth

[Ankur Bawiskar]

@JulietD 

share what you configured so far in flow