Creating a flow that is kicked off as soon as a specific catalog item is used

[Thereza Van der]

Hi everyone

I have been battling all day to figure out how to kick of a flow as soon as a specific catalog item has been used in the service catalog. The flow itself is very basic but I have never used flow designer before. What must happen is this:

As soon as someone submits a request in the portal using the "CODI Request" catalog item, it must send an email to a specific email address. That's it ... but I have been trying all day with no luck. Any suggestions please?

Regards

Thereza 

[yad_achyut · Accepted solution]

Hi @Thereza Van der :
You can configure your flow in the following steps to send the mail.
1. Create a Flow and configure the trigger to "Service Catalog".

2. Add Action "Send Email" .

3.Configure Email according to your requirement by adding the target record to the requested item.

4. Add this Flow to you catalog item by configuring in the "Process Engine"


Regards
Achyut

[Thereza Van der]

Thanks Achyut 🙂

I figured the first part out just before I saw your reply ... so relieved, as I really tried everything so far but had the incorrect table.

How to I get the flow to only send when one specific catalog item has been selected? At the moment it will send for any new request.

[Thereza Van der]

I got something working now, but I need to add a filter to say only when catalog item 'CODI Request' is used the mail must be sent. At the moment it sends for all catalog items. How do I add a filter please?

[yad_achyut]

@Thereza Van der : Add this flow to your Catalog item "'CODI Request' under "Process Engine".. it will only be triggered when a request is submitted using your catalog item "