Email Notifications - RITMs and SCTASKs

rconstantino
Mega Sage

Hello community,

Looking for suggestions on how to best handle a notification:
We have Requests that have multiple RITMs that have multiple SCTASKs. 

We copy comments from the SCTASK to the RITM.

When an SCTASK is closed, I want to send a notification from the RITM that includes the close clode, close notes from the SCTASK.

How best to solution this?
Thank you in advance for any suggestions.

Best,

Rachel

 

Bhavya11
Mega Patron

Hi @rconstantino ,

 

i have one question here is RITM has single SCTASK or multiple?

 

1. if RITM has single task then , Create flow designer trigger Update Record (select the table as sc_task ) and condition state changes to close complete

use the send Notification action pass the sc_task value(use data fill to get information) to it like 

  • SCTASK Number
  • Close Code
  • Close Notes
  • Comments, if required

2. if RITM has multiple tasks, then you need to trigger for only once then Create flow designer trigger Update Record (select the table as sc_task ) and condition state changes to close complete and lookup the record activity on sc_task table still any active sc_task for given RITM ,if no active then send notification

 

RITM most likely has multiple tasks and currently not using flow designer - any other options?

OlaN
Tera Sage

Hi,

I tend to think of SCTASKS as internal process tasks, which is not intended for communication with the Requestor. If  a process is defined, and each task is clearly defined, then what communication is needed from the tasks to the Requestor?
I mean, if the Requestor ordered a product X, then he/she is probably not interested in knowing that the different SCTASKS handling components to deliver product X is finished. They only want to know when to recieve X.

If you're really going forward with this, it's a simple thing to create a Flow that generates an additional comment (or other email content) containing data from all the tasks when a certain criteria (change on the RITM) happens.

Yes I agree that SCTASKs are an internal process - non licensed folks do not have access to the task form which is why the notification was sent on the RITM table.  An example:  The onboarding form is made up of multiple RITMs and SCTASKs.  One for a computer, one for a desk phone, one for a mobile phone.  For each task that is closed, we want a notification sent but from the RITM.  Not using flow designer.
Is this acheivable?