Creating Flow to trigger 2 sets of tasks for 2 separate groups of companies
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03-21-2024 08:57 AM
Hi All,
We have a flow that is supposed to generate separate tasks for 2 separate groups of companies when a case is created.
I configured the If statement for PHS/NHP company group to read:
If Trigger record-->Case table-->Customer-->Company-->Name = PHS or NHP
Then ---> create Tasks for Flu and Covid
I configured the If statement for all other company group to read:
If Trigger record-->Case table-->Customer-->Company-->Name != PHS or NHP
Then ---> create other Tasks (4 total)
However when I test this Flow for the PHS/NHP group of companies I receive a mixed result. I get the 2 tasks I expect, but also the other task associated from the non-PHS/NHP group of companies.
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03-21-2024 09:17 AM
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03-21-2024 09:46 AM
Thank you for your quick response!
If Statements:
We have recently changed our company names on the Company table to the full name of the company. I have tried using both full name and our old abbreviated versions of company name.
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03-21-2024 10:21 AM
Of course & thank you for the screenshots!
Something you may want to try is using the SysID for each record instead of their name. Since the Name could potentially change on the record and the SysID is retained, this could provide a more consistent/accurate point for the Flow to review and take action(s).