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‎09-12-2022 10:38 AM
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:
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!
Solved! Go to Solution.
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‎09-12-2022 11:13 AM
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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‎09-12-2022 11:13 AM
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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‎09-12-2022 11:28 AM
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‎09-13-2022 07:59 AM
Jesus,
Yes that's it! Now Agents will have all the CIs (assets) for the user one click away.
Rick
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‎09-13-2022 08:29 AM