Flow designer checking if related list items exist
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05-27-2024 01:19 AM
Hi, I need to create a flow that checks if a change request is attached to the change 'related list' of my task. If no change request is attached, the flow should pause and not execute any further actions until one is attached.
I can do this via a business rule that displays an info message to the user and aborts their action until a change request is attached. However, because the flow is the entity attempting to update the task, the info message from the business rule does not display because it runs in the background. Because of this the flow fails.
Ideally, I want the flow to check for attached change request and not a business rule. I am having trouble figuring this out. Has anyone implemented something similar or can provide guidance on how to achieve this?
Many thanks
Max
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05-28-2024 09:25 AM
Hi @CCZMAX1,
I think I need a bit more information in order to try and help here. What table are you trying to run this on? What related list are you looking at, the related lists at the bottom of a form or just related records so Incident caused by Change?
Have you checked the related lists under Configure > Related Lists and seen what the related list is?
For example on change requests the Change Request related list is Change Request > Parent. So in that instance you could try and do look up on change requests where parent is the existing record. or if it is being captured in a different field then when that field is no longer empty.
Many Thanks, Rob
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05-29-2024 04:13 PM
Hi Rob, thank you for your reply. I've managed to achieve what I was after, I was thinking the wrong way. I wanted to check if release records have a change record associated with them in the change related list. I achieved this by using a subflow with a series of lookups and returned an output of true back to my main flow if one was found.
Max