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07-26-2023 01:50 PM
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?
Solved! Go to Solution.
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07-26-2023 10:57 PM
@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
Steps 1 : Get catalog variables from record producer which is associated with you Parent HR case Service
Step2 :- User "Wait for duration of time" flow logic to hold the flow for 72 hours after employee last working day
Step3 :- Look up for HR Task record which is associated with Parent case
Step 4 - Check if Task status is still Ready and send the notification
If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!
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07-26-2023 10:57 PM
@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
Steps 1 : Get catalog variables from record producer which is associated with you Parent HR case Service
Step2 :- User "Wait for duration of time" flow logic to hold the flow for 72 hours after employee last working day
Step3 :- Look up for HR Task record which is associated with Parent case
Step 4 - Check if Task status is still Ready and send the notification
If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!
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07-27-2023 08:04 AM
Thank you so much for this detailed response! It worked perfectly!