To autopopulate the worknotes of Interaction form to its User's Tasks worknotes

[rishabh31]

Dear Team,

Want to auto-populate the work notes of Interaction's User's Tasks (incidents/requests) when work notes of its associated Interaction is updated/saved. (attached screenshot is the Interaction record's user's task records) 

I tried to achieve this Before Insert Update BR on the Interaction table with the condition- Work notes changes, but not sure how to refer to Interaction's user's tasks records through advanced scripting so that when interaction work notes are updated then the same work notes will get auto-populated in its associated user's task records.

Please help to get this resolved.

Thanks in advance

[OlaN]

a), the interaction is the trigger record

b), you can either create a separate flow for other tables, or add more actions to this flow, to handle similar cases with other tables.

[rishabh31]

@OlaN Sir,

I created the FD as advised (Matched each step), then tested by updating work notes on the interaction record, once saved when I opens the User's task > Incident record, the same work notes are not gets populating in the Incident's work notes. (I double-check the flow & it s the same as advised on the screenshots above) but not getting results.

Attaching screenshots of testing & created flow designer. Please help to resolve this

[OlaN]

Did you check if the flow was triggered?

Did you check which steps happened if the Flow was triggered?

Can you share an image of the Flow execution details?

[rishabh31]

@OlaN Sir,

Please find the attached screenshot of the Detailed Flow execution (except Lookup Record & Update Record i.e., 3rd & 4th Actions all showing completed)

[OlaN]

I've reviewed the image, and the for loop doesn't encounter any records attached, so that why it isn't working. Review and try again with a record that has incident records attached.