flow designer

tushar_ghadage
Tera Contributor

hi all , 

@ankurbawisk , 

I am trying to copy close notes from incident task (when its close complete) to parent incident record in worknotes.

i tried this with flow designer its working fine but how do it for the multipal task records for an incident.

here is the flow :

 

 Screenshot (14).png

9 REPLIES 9

Viraj Hudlikar
Giga Sage

Hello @tushar_ghadage 

 

I tried this in my PDI as showcase below and it worked for multiple inc task records link to incident.

VirajHudlikar_0-1743576915613.png

VirajHudlikar_1-1743576932507.png

Now after activation of flow I had one INC with 3 INC task and i tried to close two and it copied close notes from inc task to parent inc as per your ask.

VirajHudlikar_2-1743577023694.png

VirajHudlikar_3-1743577047506.png


Just change the condition of your flow and I believe you requirement needed will be achieved.

 

If my response has helped you hit helpful button and if your concern is solved do mark my response as correct.

 

Thanks & Regards
Viraj Hudlikar.

Hi @Viraj Hudlikar , 

is it skipping copying close notes when there are no close note on incident task.

it should not work when you you dont enter the close notes on task 

Hello @tushar_ghadage 

Below are answers to your questions:

Q) it should not work when you you dont enter the close notes on task  

-> Yes, as per condition setup by me (which can be clearly seen in screenshots) it doesn't work when close notes are not entered.

Q) is it skipping copying close notes when there are no close note on incident task.

-> Yes, flow is not triggered since my condition setup as below

VirajHudlikar_0-1743656126577.png

 

If you follow the step as shared by me, it will work as per your requirement. Did you tried with approach shared by me?

 

If my response has helped you hit helpful button and if your concern is solved do mark my response as correct.

 

Thanks & Regards
Viraj Hudlikar.