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How can to fetch user assigned assets in the SCTASK description?

Jesus Nava
Tera Guru

Hello experts, please I need your help, I am creating a flow so that when a user is terminated, it executes, I already created the REQ, RITM and SCTASK and triggers fine, but I need to fetch for the user's assigned assets and add the info to the sctask and RITM description, here is what I have so far:

find_real_file.png

I have the Trigger, and the 3 records created, I need to add the description and in there add the user assets assigned, could you guide me on how to do it?

Thank you!

1 ACCEPTED SOLUTION

Rick62
Tera Expert

Jesus,

I would recommend you setup a related list between the Asset table and the User table, then you'll have access to all the information about the Asset and links to the records instead of just a string of the names.

If you still want to add them to the Task then you'll need to do a look up records action and create a string variable.  The table will be your asset table and condition will be assigned to the trigger user (terminated user).  You would then use a for each loop to update the variable then use the variable to populate the Task when it's created.

Rick

P.S. You might want to change step 3 to the "Create Task" action instead of "Create Record"

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9 REPLIES 9

Rick62
Tera Expert

Jesus,

I would recommend you setup a related list between the Asset table and the User table, then you'll have access to all the information about the Asset and links to the records instead of just a string of the names.

If you still want to add them to the Task then you'll need to do a look up records action and create a string variable.  The table will be your asset table and condition will be assigned to the trigger user (terminated user).  You would then use a for each loop to update the variable then use the variable to populate the Task when it's created.

Rick

P.S. You might want to change step 3 to the "Create Task" action instead of "Create Record"

Thank you Rick, I already fixed the step 3, I have a question when you mention to setup a related list between the asset table and the user table, you mean to add it to the user form correct?

you mean this?

find_real_file.png

Regards

Jesus,

Yes that's it!  Now Agents will have all the CIs (assets) for the user one click away.

Rick

Question, I already added the look up records but in the description where I get the CI information I get the sys_id instead:

find_real_file.png

 

this is the flow step:

find_real_file.png

 

how can I modify it so that I get the name instead,

Thank you