Help with flow designer trigger condition

Snowman15
Tera Expert

 

Hi all,

I'm configuring some flow trigger conditions, and as shown in the image below, I have multiple "Customer touchpoints" filters.

This setup triggers the flow whenever "Customer touchpoints" changes from 2, 3, 4, and so on - essentially increasing each time a user adds a comment on the case record.

Is there a way to simplify this without repeating the conditions multiple times? Thanks

 

 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @Snowman15 

If understood correctly, you are trying to trigger the flow if the 'Customer Touchpoints' value is 2 or more.

 

Can't we tweak the condition by selecting the filter as

 

Created || before || Last 7 days AND

Active || is || True AND

Assigned to || is empty AND 

"Customer Touchpoint || greater than or is || value = 2"

 

OR

Created || before || Last 7 days AND

Active || is || True AND

Assigned to || is empty AND

"Customer Touchpoint || is not || Value=1"?

 

Have you tried this? I think this might work and help in this scenario.

 

Let me know if I am missing anything or if there is a gap in understanding.

 

View solution in original post

6 REPLIES 6

Community Alums
Not applicable

Hi @Snowman15 

If understood correctly, you are trying to trigger the flow if the 'Customer Touchpoints' value is 2 or more.

 

Can't we tweak the condition by selecting the filter as

 

Created || before || Last 7 days AND

Active || is || True AND

Assigned to || is empty AND 

"Customer Touchpoint || greater than or is || value = 2"

 

OR

Created || before || Last 7 days AND

Active || is || True AND

Assigned to || is empty AND

"Customer Touchpoint || is not || Value=1"?

 

Have you tried this? I think this might work and help in this scenario.

 

Let me know if I am missing anything or if there is a gap in understanding.

 

Hi @Community Alums @Viraj Hudlikar  When a user comments on the case, the customer touchpoints value increases. Would 'greater than' work similarly to 'change from'? For instance, if the customer touchpoints value is 4 and a user adds a comment, causing it to change to 5, the flow should trigger. It does work with "Change from" but I'll have to repeat conditions many times, so I was just looking to see if there's a way to simplify.

Hello @Snowman15  

Yes, it will work. Give a try and see results and let us know if you are facing any issue. We are here to help you.

 

If my response has helped you hit helpful button and if your concern is solved do mark my response as correct.

 

Thanks & Regards

Viraj Hudlikar.

Community Alums
Not applicable

Hi @Snowman15 

The key distinction is that "Changes from" looks for specific value transitions, while "Greater than" performs ongoing numerical comparisons.

It's good to use "Changes from" to track workflow state changes, and "Greater than" for numerical thresholds.

Hope this will help to understand further ✍️

"Changes from" filter:

  • Triggers when a field's value changes specifically from one value to another
  • Only activates when there's a transition between two specific states
  • Useful for tracking specific state changes or transitions
  • Example: A ticket "Changes from" Pending to In Progress

"Greater than" :

  • Compares if a field's value is numerically larger than a specified value
  • Works with numerical fields (integers, decimals, dates)
  • Constantly evaluates the condition based on the current value
  • Example: Priority "Greater than" 2, or Time spent "Greater than" 4 hours