Flow designer

P1234
Tera Contributor

1.In flow designer when ever the incident create or update then automatically create Problem record using flow designer.

 

2.Flow designer when ever the change request is create then work notes should be update using flow designer.

 

Any idea above 1 , 2 points please let me know.

 

 

6 REPLIES 6

sakshi1707
Tera Contributor

Hello @P1234 ,

You can create a flow as shown below
This is for 1st scenario 1)
1) Select trigger action as created or updated, add incident table name.

sakshi1707_0-1750243166822.png


2) After that in Actions select create record, add the fields value which you want to populate from incident table

sakshi1707_1-1750243237507.png
3) After that Activate and test the flow.

Let me know if this helped.

Thanks,
Sakshi

 




sakshi1707
Tera Contributor

Hello @P1234 ,

For the second scenario 2)
You can create a flow like 

1) Add trigger as created and add change request table

sakshi1707_2-1750243548940.png



2) After that in the actions select update record add the create record, and add the field value of work notes, you can add whatever you want to add to this field.

sakshi1707_3-1750243634967.png



Hope this will help.

Thanks,
Sakshi