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07-21-2025 08:20 AM
Hello everyone,
I’m working on a requirement where all newly created cases should be automatically assigned to employees in the relevant department, instead of assigning them manually.
To achieve this, I’ve implemented a Flow Designer solution:
Step 1: I used a Lookup Records action to fetch employees based on certain conditions (like matching department and lowest current load). This part is working correctly, and I’m getting the desired output.
Step 2: I now need to update the original case record (in another table) based on the employee retrieved in Step 1. Specifically, I want to set the assignedto field with the sys_id of the selected employee and optionally update their.
I’m facing difficulty in creating a Script Action to perform this update logic inside Flow Designer. I’d appreciate any guidance or examples on how to correctly implement this using a Script step or alternative method.
Solved! Go to Solution.
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07-21-2025 10:00 AM
Hi @saibhanuala ,
you can use the Look Up record action instead of (look up records action)
with department condition
where table name is employee table name and order by current_load (a to z) low to high
here is an example on the incident table
you can use the datapill and directly set the assigned on from the lookup record action
with look up records action you have to use for each action to access but with this you don't need extra step and your requirement suites it
hope this make sense
Please mark my answer as helpful/correct if it resolves your query.
Regards,
Chaitanya
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07-21-2025 10:00 AM
Hi @saibhanuala ,
you can use the Look Up record action instead of (look up records action)
with department condition
where table name is employee table name and order by current_load (a to z) low to high
here is an example on the incident table
you can use the datapill and directly set the assigned on from the lookup record action
with look up records action you have to use for each action to access but with this you don't need extra step and your requirement suites it
hope this make sense
Please mark my answer as helpful/correct if it resolves your query.
Regards,
Chaitanya