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

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Thereza Van der
Tera Contributor

‎03-30-2024 09:44 AM

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 

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yad_achyut
Giga Guru

‎03-30-2024 10:26 AM

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".
Screenshot 2024-03-28 at 7.27.20 PM.png
2. Add Action "Send Email" .
Screenshot 2024-03-30 at 10.49.02 PM.png
3.Configure Email according to your requirement by adding the target record to the requested item.
Screenshot 2024-03-30 at 10.49.43 PM.png
4. Add this Flow to you catalog item by configuring in the "Process Engine"
Screenshot 2024-03-30 at 10.54.48 PM.png

Regards
Achyut

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Thereza Van der
Tera Contributor
In response to yad_achyut

‎03-30-2024 10:48 AM

Aahhh! Now the light came on! Thanks soooo much Achyut, I learnt a lot from you today. I really do appreciate your willingness to share your knowledge. I learn so much from the community 🙂

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yad_achyut
Giga Guru
In response to Thereza Van der

‎03-30-2024 10:52 AM

Happy To help. 
Mark My solutions Helpful if it solved your problem.
Regards
Achyut

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