Help with lookup actions in Flow designer

[Snowman15]

Hi All, 

I need assistance understanding how lookups work in Flow Designer.

Essentially, I need to:

1. Look up all the account records where "status" is "open" 

2. For each of those accounts, lookup all "general cases" records where "active" is true and "account" matches each of the accounts found in the previous lookup.

3. If "status" of lookup in step 2 is "Success" (ie there are active cases associated with any of the accounts), then update all the cases associated with each account returned and update the work notes with any comments.

4. If "status" of lookup in step 2 is "error" (ie no active cases), then perform another lookup on the customer_contact table for each of the accounts from step 1 to see if there's a contact associated with the returned accounts.

5. If "status" lookup in step 4 is "success" (ie there is a contact), do nothing.

6. If "status" lookup in step 4 is "error" (ie there is no contact), then create a new general case for each of the accounts returned.

Thank you in advance

[jcmings]

What have you tried so far? Can you share a screenshot of your flow?

Also a few other questions... can a user have multiple "general case" records? Or only one? 

It looks like you would need to have a few flow actions for "Look up records" and then a "For each" loop. Something like the below.

• Look up records on Account table where Status is Open
  • For Each (Data Pill: Look up Records) Account that is Found
    •  Look up records on the General Cases table where active=true and general case account field=Account
      • If Look Up Records Count = 0
        • Look up records on Customer Contact where account=account
          • If Look Up Records Count = 0
            • Create new general case
          • Else if Look Up Records Count > 0
            • End flow
      • Else if Look Up Records Count > 0
        • If record status = Success
          • Update record

[Snowman15]

hi @jcmings yes it will be each case created for every account found. I tried what you suggested but didn't work. It will be similar to what Ankur shared below(see image below), but I think the "count" conditions you mentioned above didn't work.

[Ankur Bawiskar]

@Snowman15 

Something like this will help you and you can enhance it further

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@Snowman15 

something like this, please enhance

If my response helped please mark it correct and close the thread so that it benefits future readers.