Check for Existing Records in Flow Designer Based on Initial Lookup

Erik Nelson · ‎06-28-2022

Hello!

I've currently got a Scheduled Flow I'm working on that looks up Asset Records that meet a criteria for retirement, then kicks off a Catalog Request for that work to be completed. So far, I have it set up to Look up the Records, Log the list (I wanted to make sure it was getting the correct data), then for Each record looked up, submit the Catalog Item Request until all requests have been submitted. This portion is processing correctly (if not slowly), but I need to add in a step of checking the record to see if there is already a RITM for its retirement. What would be the best route for doing this check?

Thanks,

Erik

OlaN · ‎06-29-2022

Hi,

I believe Tudors suggestion will be hard to implement, it will get complicated (assuming that the asset is set as a variable on the RITM).

Instead I would suggest that you set a field/value on the asset. Whenever the asset is submitted into the retirement flow, set that value, and filter out assets with this value on your next run.

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Erik Nelson · ‎07-05-2022

I ended up adding a Substate for the Asset table and using it both in my filter for the lookup of records then setting that value on the record after the RITM is opened for it. That worked nicely. Thank you both!

Erik Nelson · ‎07-05-2022

Thank you both @Tudor and @OlaN I'll take a look at both options you've provided to see what I can come up with that works on our side as well!