Flow Designer

RullaD
Tera Contributor

RullaD_0-1713071699103.png

 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 

 

1 ACCEPTED SOLUTION

Amit Verma
Kilo Patron
Kilo Patron

Hi @RullaD 

 

1. Navigate to Flow Designer by typing Flow Designer in the filter navigator :

 

AmitVerma_0-1713157361281.png

 

2. Click on New -> Flow 

AmitVerma_1-1713157431494.png

 

3. Give your flow a name, description (Optional) and set run As System User and click Build Flow :

 

AmitVerma_2-1713157507389.png

 

4.  Add the trigger for your flow as Record Created, table as incident and click Done :

AmitVerma_3-1713157637091.png

 

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 :

 

AmitVerma_4-1713157869892.png

 

6.  Add Wait for Condition to let the flow wait until assignment group is empty :

AmitVerma_5-1713158001902.png

 

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 :

 

AmitVerma_6-1713158134883.png

 

8. Make use of Update Record action again to update the incident state to In-Progress :

 

AmitVerma_8-1713158404315.png

 

9. Add Ask for Approval action and configure it as below :

 

AmitVerma_9-1713158547552.png

 

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 :

 

AmitVerma_10-1713158668646.png

 

AmitVerma_11-1713158737093.png

 

Add the stage incident closed :

 

AmitVerma_12-1713158814502.png

 

Thanks and Regards

Amit Verma


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6 REPLIES 6

Hello 

1) it did not appear also 

RullaD_0-1713216222063.png

 

Please configure as shown below.

 

AmitVerma_0-1713239893799.png

 


Please mark this response as correct and helpful if it assisted you with your question.