Run the flow by sending catalog items from the order guide
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‎01-19-2025 06:24 PM
I have set up three catalog items in the ordering guide.
To create a record from a catalog item, I create a flow and specify the corresponding flow for the catalog item.
However, when I send the order guide, only the flow of the last catalog item moves.
How do I run all the flows and create records from catalog items?
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‎01-19-2025 10:48 PM
Hello @kanakoA
Please Follow the below steps to resolve your issue.
The issue arises because, by default, an order guide processes its associated catalog items as part of a single request, but the flows may not be designed to handle all catalog items within the same request. Here's how you can resolve this:
Explanation of the Issue
When using an order guide:
- The order guide creates a request and associated requested items (RITMs) for all catalog items included in the guide.
- Each catalog item has its own flow or workflow. However, if your flows are not correctly configured to trigger for each catalog item, only the last flow may execute, as the triggering mechanism may overwrite or skip earlier ones.
Steps to Resolve
Ensure Separate Flows for Each Catalog Item
- Verify that each catalog item in the order guide has a separate flow associated with it.
- Use the Flow Designer to create distinct flows for each catalog item.
Use the "Catalog Item Requested" Trigger
- In Flow Designer, ensure that the trigger for each flow is "Catalog Item Requested". This trigger ensures that the flow executes whenever a catalog item request (RITM) is created.
Modify the Order Guide Flow (if necessary)
- If you have an overarching flow for the order guide, ensure it doesn't block the execution of individual catalog item flows.
- You can include steps in the order guide flow to wait for or process all RITMs individually.
Set Up a Common Post-Order Flow (Optional)
- If you want a common process after all catalog items are processed, create a flow that waits for all RITMs in the request to move to a certain state (e.g., Closed Completed) and then executes.
Check the Execution Context in Flow Designer
- Ensure that the flow execution is set to "Run for each catalog item".
- In the Flow Designer, check the Execution Context of your flows. If they are set to "Single execution," this could be why only one flow runs.
- Ensure that the flow execution is set to "Run for each catalog item".
Test with a Debug Flow
- Use debug logs or Flow Designer's testing tools to confirm that each flow is triggered when the associated catalog item is part of the order guide.
Review Business Rules or Workflow Configurations
- If you are using Workflows instead of Flow Designer, ensure there are no custom Business Rules or other configurations overriding the default behavior.
Enable Order Guide-Specific Configurations
- Check whether the order guide's fulfillment process is customized in a way that suppresses individual catalog item flows. Modify this configuration if needed to allow all item-specific flows to execute.
Example Configuration in Flow Designer
Flow for Catalog Item A
- Trigger: Catalog Item Requested
- Conditions: Catalog Item is "Item A"
- Actions: Create records or perform actions specific to "Item A."
Flow for Catalog Item B
- Trigger: Catalog Item Requested
- Conditions: Catalog Item is "Item B"
- Actions: Create records or perform actions specific to "Item B."
Flow for the Order Guide (Optional)
- Trigger: Request Created (Order Guide)
- Actions: Monitor or process all associated RITMs in the request.
By ensuring each catalog item has its own flow and that flows are triggered independently, you can ensure all items in the order guide are processed as expected.
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