Creating Flow to trigger 2 sets of tasks for 2 separate groups of companies

aguanci
Tera Expert

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. 

3 REPLIES 3

Josh Pirozzi
Kilo Sage

Hello @aguanci,

 

Could you provide a screenshot of your current flow?

 

Thanks!

-Josh Pirozzi

Thank you for your quick response!

aguanci_0-1711039230176.png

 

If Statements:

aguanci_1-1711039388233.png

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.  

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).