Workflow Catalog Tasks

ShivangiC
Tera Contributor

‎08-28-2024 11:29 PM

Use case:- Create 4 catalog tasks whenever a new record is entered in sc_req_item table. The Task 2 will only be created if state of Task 1 is set to Closed Complete and so on for other tasks. But Task 4 must be created with Short Description 'Checkbox is selected' if a checkbox on Task3 is checked. Else Create Task 4 with short description 'Checkbox is unchecked'.

 

What is the best and most efficient method to do it? I have used workflow but I'm confused with 'if workflow activity script'. Can anybody help me with the script to be used in 'if' workflow activity.

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Josh Pirozzi
Kilo Sage

‎08-29-2024 06:05 AM

Hi @ShivangiC,

 

I'd recommend using Flow Designer as it's easier to call out an 'If' Statement and associate a Catalog Item Variable (or any other RITM Field) to call out when and if additional Tasks should generate.

 

In Flow Designer:

  1. Get Catalog Variables Flow Step - Pull Variables from the Catalog Item.
  2. If Flow Action - This is where you can set the trigger for the If Statement/Condition
  3. Create Catalog Task Flow Step - This is where you can set each Task that should generate.

 

Thanks,

Josh

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