How do I create a case through flow designer after certain conditions are met?

Sid_Takali
Kilo Patron
Kilo Patron

Hi all,

I have a requirement where I have to create a case automatically when interaction state is "Closed Abandoned" and case state should be Completed. 

1 REPLY 1

Marcin20
Mega Guru

Hi,

 

I propose the following: (please adjust the table/field names)

 

[for the standalone flow]

Trigger: Updated

Table: Integration

Condition: State - changes to - Closed Abandoned

 

Action: Customer Service/Create Case

Case Fields:

State - Completed

 

If this requirement should be realized as a part of bigger flow, a following action can be used before the 'Create Case' action:

Wait For Condition

Record - should be the most recent Interaction record from the previous flow steps

Conditions: State - is - Closed Abandoned

 

 

Best Regards,

Marcin

 

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