Need help Assigning Catalog Task to Specific Person

yjeon92
Tera Contributor

Scenario of the New User Setup Flow Design:

When someone request a new user setup, it creates a request creates a request item and then creates three different catalog task to go to different department within our team.

 

What I would like flow designer to do:

I want to be able to have one of the catalog task to be assigned to specific person within the application teams.  This is my current flow designer that is not working:

yjeon92_1-1702407158015.png

The catalog task for app teams should update to the assigned person BASED ON the trigger record requested for --> department

 

 

Ex:

If someone from HR or the business unit request a new user setup.  It creates three catalog tasks and one of the catalog tasks goes to the application team.  What it should do is, once this catalog task for apps team is created, it should be assigned to Jonesy Jones based on flow designer.  

1 ACCEPTED SOLUTION

Can you do

trigger - record created --> request record --> opened by --> department -->Name = Name of the Department?


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9 REPLIES 9

SanjivMeher
Kilo Patron
Kilo Patron

I would create the If condition before the Create Catalog Task.

And in the create catalog task, set the Assigned To field to the user I want.


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@SanjivMeher 

So would I do it like this:

Do the following in Parallel:
If department is Fire, Police, Econ Dev --> create catalog task with everything that is needed?

 

And I would create as many as I need?

I am not sure if you need the Do the following in Parallel.

 

If this is the Flow for creating the catalog tasks,

I would check the department and then use the Create Catalog Task to create the tasks and in the same box set Assigned to.

Also make the Wait checkbox unchecked, so that it doesnt stop the flow from moving to the next action to create the next Catalog Task.


Please mark this response as correct or helpful if it assisted you with your question.

The reason I need the Do the Following in Parallel was because one of the catalog task is assigned to the applications team and the other is created to the operations team.

 

So the OG workflow just had new user setup to just create ONE catalog task and it would go to systems team.  My flow design is to create the other two.  That is the reasoning on the Do the following parallel.  

 

If I get rid of that and just create the if statements, will it affect creating the other catalog tasks?