Can Someone Help me to do this , as i can not do it and tell me step by step how can i do it ? it is for the incident module
Hi @RullaD
1. Navigate to Flow Designer by typing Flow Designer in the filter navigator :
2. Click on New -> Flow
3. Give your flow a name, description (Optional) and set run As System User and click Build Flow :
4. Add the trigger for your flow as Record Created, table as incident and click Done :
5. Add Update Record action by searching for Update Record and configure it as shown below by dropping the Incident Record created from the trigger in the record input :
6. Add Wait for Condition to let the flow wait until assignment group is empty :
7. Add Stage between these two actions by moving the cursor between the two actions and clicking on Add a Stage. Select Incident Open as the stage :
8. Make use of Update Record action again to update the incident state to In-Progress :
9. Add Ask for Approval action and configure it as below :
10. Finally, add an if condition from flow logic to check the approval status. Inside the if approved block, add the Update Record action to update the incident state to closed :
Add the stage incident closed :
Thanks and Regards
Amit Verma
Hi @RullaD
1. Navigate to Flow Designer by typing Flow Designer in the filter navigator :
2. Click on New -> Flow
3. Give your flow a name, description (Optional) and set run As System User and click Build Flow :
4. Add the trigger for your flow as Record Created, table as incident and click Done :
5. Add Update Record action by searching for Update Record and configure it as shown below by dropping the Incident Record created from the trigger in the record input :
6. Add Wait for Condition to let the flow wait until assignment group is empty :
7. Add Stage between these two actions by moving the cursor between the two actions and clicking on Add a Stage. Select Incident Open as the stage :
8. Make use of Update Record action again to update the incident state to In-Progress :
9. Add Ask for Approval action and configure it as below :
10. Finally, add an if condition from flow logic to check the approval status. Inside the if approved block, add the Update Record action to update the incident state to closed :
Add the stage incident closed :
Thanks and Regards
Amit Verma
Hello,
Thank you so much for your effort.
I have 2 Questions
1) in the ask for approval i can not find the when like you did in the picture , how can i get it
2) I already have created a field workflow and add the incident Open , progress , close
when i tried to add the stages between them it did not appear
