How to trigger record producer from the flow designer

[Shivam32]

I have a requirement to send task with a record producer form to be assigned to the leader so they can submit the form. How can we achieve this via flow designer?

Any insight would be much appreciated.

[Swapna Abburi]

Hi @Shivam32 

If you are looking to trigger record producer from Flow, you can use an existing action in flow called "Record Producer" and select the record producer in the Catalog Item selection.

[Shivam32]

Hi @Swapna Abburi But that will not send it to manager. My requirement is task with a record producer to be assigned to the leader so they can make their selection.

[Ankur Bawiskar]

@Shivam32 

record producer has target table, so you can have flow triggered on Record insert

What's your issue?

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

[sunil maddheshi]

@Shivam32 

• Trigger the Flow when the Record Producer is Submitted
• Identify the Leader (Manager) of the Requestor
• Create a Task & Assign it to the Leader
• Include a Link for the Leader to Open and Submit the Form(using send email [In the email body, include a direct link to the record producer form] )
• Once the Leader Submits the Form, Proceed with Next Steps