How to create a request through email

Hrithikah
Tera Contributor

Hi All,

 

We’ve received a requirement to create a request directly from an email. We attempted to configure this using Flow designer and the “Submit a Catalog” action by triggering a catalog; however, this approach doesn’t meet our needs.

 

Specifically, we need to create a request without triggering any catalog items, while still generating the associated RITM and SC Task records.

 

Could anyone please advise on how we can achieve this?

Any guidance would be greatly appreciated.

 

Regards,

Hrithika Paida

 

 

1 ACCEPTED SOLUTION

so you want to create Request and RITM and Sc task and you want to link them?

 

why not submit the catalog item (which you are already doing)?

what's the business requirement?

 

this way the workflow/flow will also trigger.

 

you can create sc task and and RITM and associate them with request 

 

add 2 more create task actions in the flow 1 for sc_req_item preferably after the request action

and 1 for the sc_task after the RITM

ChaitanyaILCR_2-1767962071761.png

 

 

 

ChaitanyaILCR_1-1767962047798.png

 

note this will not trigger the flow/workflow the proffered way would be submit catalog item action

 

 

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

 

View solution in original post

18 REPLIES 18

Chaitanya ILCR
Mega Patron

Hi @Hrithikah ,

then instead of "Submit a catalog" action use the create task action

ChaitanyaILCR_0-1767961163256.png

 

or directly create a simple inbound action on request table and insert the record

 

 

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

 

Hrithikah
Tera Contributor

Hi @Chaitanya ILCR ,

 

Thanks for your response!

 

If we create a sc_task directly, can we link that task to a RITM and request?

 

Is it possible? if yes can you please explain how to achieve this.

 

Regards,

Hrithika

so you want to create Request and RITM and Sc task and you want to link them?

 

why not submit the catalog item (which you are already doing)?

what's the business requirement?

 

this way the workflow/flow will also trigger.

 

you can create sc task and and RITM and associate them with request 

 

add 2 more create task actions in the flow 1 for sc_req_item preferably after the request action

and 1 for the sc_task after the RITM

ChaitanyaILCR_2-1767962071761.png

 

 

 

ChaitanyaILCR_1-1767962047798.png

 

note this will not trigger the flow/workflow the proffered way would be submit catalog item action

 

 

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

 

Hi,

Thanks for responding.

I tried this but was not able to link Request ,RITM and sctask together.