Flow designer help

[Snowman15]

Hi all,

I need to perform a lookup on the "general case" table to check for "active cases" for each "account" with "status open".

However, my goal is to actually skip all accounts with an active case and in a new action, update only the accounts that do not have an active case. I attempted to use a lookup records count (checking if it is 0 or greater than 0), but this approach is not working as intended, as it skips all accounts without an active case and only returns the ones with an active case.

Could you please advise on how I can achieve this?

Thank you.

[Vishal Jaswal]

Hello @Snowman15 

The only challenge you will face is if the same account as multiple ongoing cases with state as Open as well as New / Awaiting Info.

If the above is not the scenario, then I would recommend creating a database view

A total of 8 such customer_account records identified:

Use this database view in your flow:

Step#1: Action --> Look up Records

Step#2: Flow Logic --> For each and drag the pill 1-Look Up Records - Accounts with open case (records)

Step#3: Action: Update Record 

Result:

[Snowman15]

Hi @Vishal Jaswal , Thank you so much for your suggestion, really appreciate it.

For the cases it should only be "active is true" not an open state or any other state. 

Is this going to return only "accounts with general cases active = false" and also " account with no general cases at all" ? As this is what I am trying to achieve.

So for each account in the first look up, lookup the gen case table to check if they have any active general cases(active=true) and return all the accounts with gencases "active=false" plus all the accounts that have no general cases whatsoever. Hopefully that make sense. Thanks