Copy Work notes from Catalog Tasks to Requested Item using flow designer.

t venkatesh1
Tera Contributor

I have a catalog item associated with multiple TASKS, when he is closed complete the user enters the work notes.. I want that the work notes entered while closing a all associated TASKs should get copied to its related RITM page it self while closure.

How can this be achieved from flow designer. and is it possible to re-open any of the closed task.

 

best regards

Venkatesh T 

7 REPLIES 7

You will have to create a separate flow or business rule for this. You can't do it within your existing flow. Trigger on change of worknotes and copy them to the req_item.

t venkatesh1
Tera Contributor

let me explain the 3rd step: once first task is closed i.e. TASK A, I need to open 3 to 4 tasks should be create parallelly that i have already did, but after closer of all tasks i need to reopen a task for first task i.e. TASK A again and is it recommended to reopen a task once it is closed?

"Can you share the action or flow logic how to get all sc_task work notes to be copied to main RITM page".  

i am attaching my flow below in that way, trying to get work notes of each task to RITM but it is not working can you please suggest

attachments : in 2nd img i am trying to get work notes from task A to RITM in this same way i have created update record action for all task but it is not working please suggest.

Mark Manders
Tera Patron

I wouldn't reopen a task, because a task is meant to help in resolving the parent. It's eighter closed complete or closed incomplete. Especially it it's the first task, that triggers the other, I would just create a new one, although you should ask yourself why it is necessary to do the same (first) task again.

 

And I think you need to check your flow logic. You are copying the worknotes after approval. How will you know if those are the correct ones? I would put a 'wait condition' in there to wait for the task to go to complete and then copy the notes.