Create incident when user added to a group

Nathan Okh
Mega Sage

I have a requirement to create an incident when a user is added to a group.

The incident should include the User who was added in the Caller ID.

 

Can anyone help?

I'm hoping this can be done via a workflow or flow design.

1 ACCEPTED SOLUTION

Siddhesh Gawade
Mega Sage
Mega Sage

Hello @Nathan Okh ,

 

You can do this simply by creating a flow designer as follow.

1. Created trigger when user is added group.You can add more conditions using condition builder as per your business requirement.

SiddheshGawade_0-1706201020870.png

 

2. Create a record based group member record. Add more fields, and add the user in any field as per need. I just added in short description field.

SiddheshGawade_1-1706201200126.png

 

And that's it. You are all set. Let me know if anything required.

 

Kindly mark the answer ✔️Correct or Helpful ✔️If it addresses your concern.


Regards,

Siddhesh

View solution in original post

6 REPLIES 6

Community Alums
Not applicable

This is one strange requirement but okay...You can attach your flow/workflow on the sys_user_grmember table with condition only on new records (insert). Then just create the record. To me it would be easier to do it with business rule but it's up to you to decide how to create the incident.

Just a question - what happens when user is added to a group which is parent and have few child groups - this means that if the parent have 5 child groups you will end up with 6 incidents for the same user - one per group. 

Siddhesh Gawade
Mega Sage
Mega Sage

Hello @Nathan Okh ,

 

You can do this simply by creating a flow designer as follow.

1. Created trigger when user is added group.You can add more conditions using condition builder as per your business requirement.

SiddheshGawade_0-1706201020870.png

 

2. Create a record based group member record. Add more fields, and add the user in any field as per need. I just added in short description field.

SiddheshGawade_1-1706201200126.png

 

And that's it. You are all set. Let me know if anything required.

 

Kindly mark the answer ✔️Correct or Helpful ✔️If it addresses your concern.


Regards,

Siddhesh

I'm trying to make an IF statement so that if a user is added to a specific group it'll create the incident so:

If user added to GroupA --> Create incident, If user added to GroupB --> Send notification...

I was able to get that to work :). Thanks @Siddhesh Gawade