Send email notification for HR Task based on Parent Case Value

cwillard
Tera Expert

I am trying to use Flow Designer to send out an email notification 72 hours after a variable on the parent case (the variable is the employee's last day).

 

So I am looking to somehow set up: "when termination case is created, look at the last day of the employee, then look at the child task assigned to the manager, and send an email notification if it is still in the ready state 3 days after the employees last day."

 

When I set it up to trigger upon the parent case creation, I cant find a way to 'look up' the task that is associated with the exact record that was created. I can say 'look up' hr task > template = xyz. But that doesnt work because it is looking at all of those tasks, not the one associated with the record created (the trigger). 

 

Is it possible to do this without scripting something? 

 

1 ACCEPTED SOLUTION

SANDEEP28
Mega Sage

@cwillard  You can achieve this requirement using flow designer without scripting. 

 

 If your flow trigger is based on the parent case creation then build flow as below

 

SANDEEP28_0-1690436615312.png

 

 

 

 

Steps 1 : Get catalog variables from record producer which is associated with you Parent HR case Service

 

SANDEEP28_1-1690436732146.png

 

Step2 :-  User "Wait for duration of time" flow logic to hold the flow for 72 hours after employee last working day

 

SANDEEP28_2-1690436865848.png

 

SANDEEP28_3-1690436920332.png

 

Step3 :- Look up for HR Task record which is associated with Parent case

 

SANDEEP28_4-1690436979476.png

 

Step 4 - Check if Task status is still Ready and send the notification

 

SANDEEP28_5-1690437056768.png

 

 

 If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !! 

 

View solution in original post

2 REPLIES 2

SANDEEP28
Mega Sage

@cwillard  You can achieve this requirement using flow designer without scripting. 

 

 If your flow trigger is based on the parent case creation then build flow as below

 

SANDEEP28_0-1690436615312.png

 

 

 

 

Steps 1 : Get catalog variables from record producer which is associated with you Parent HR case Service

 

SANDEEP28_1-1690436732146.png

 

Step2 :-  User "Wait for duration of time" flow logic to hold the flow for 72 hours after employee last working day

 

SANDEEP28_2-1690436865848.png

 

SANDEEP28_3-1690436920332.png

 

Step3 :- Look up for HR Task record which is associated with Parent case

 

SANDEEP28_4-1690436979476.png

 

Step 4 - Check if Task status is still Ready and send the notification

 

SANDEEP28_5-1690437056768.png

 

 

 If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !! 

 

Thank you so much for this detailed response! It worked perfectly!