Create a flow to change a demand state based on follow up date
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08-31-2023 10:04 AM
I have added the OOB field Follow Up to a demand. I want to use this field to change the state from On Hold to Work In Progress when the Follow Up date has been reached. Based on my research so far it seems creating a Flow is the way I can best achieve this. I have made an attempt at this but can't seem to finish it.
My trigger conditions are: when a demand follow up changes and is not empty
I have a wait for condition: follow up is at or after today or is empty
I know I then need to add an action to change the state when the date is reached or do nothing if the field is blank.
Any help I can get with this would be greatly appreciated.
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08-31-2023 04:22 PM
I'm wouldn't do it this way. I'd think of it more like a scheduled job than a transaction + a wait.
So how about
TRIGGER:
- Every day.....
ACTIONS:
1. Lookup Records from Demand table
- where Follow Up Date is today AND
- state is On Hold
2. For each of (1)
2.1 update record (of2): set status to Work In Progress
That's it that's all. No fancy 'waiting' logic.
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09-11-2023 03:31 AM
Hi Robert,
Thanks for you input on this. I did try your suggestion but in the end did go with a flow as I was able to include a notification trigger at the same time.
Appreciate your help because looking at a different solution helped me formulate my final approach.