How do I create a case through flow designer after certain conditions are met?
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08-22-2022 10:19 AM
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.
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08-22-2022 12:25 PM
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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