Welcome to Community Week 2025! Join us to learn, connect, and be recognized as we celebrate the spirit of Community and the power of AI. Get the details  

Updating one of several catalog tasks

snow2p
Tera Expert

Hi,

When a catalog item is ordered, two catalog tasks are created in my instance: 1) Asses or Scope Task, and 2) Provided requested service. When the first task (Asses or Scope Task) is completed, I am notified in an incident (with the RITM number in the "Business Impact" field).  I would like to use Flow designer to go to the 2nd task of the RITM and update the State to "Closed complete". In my instance, once the 2nd task is completed, the RITM closes and the Request closes (all good).

 

Below is additional context and where I am looking for advice

  1. My flow successfully uses the RITM to get both tasks using "look up records". Image RITM0010019_catalog-tasks shows that tasks that I am able to enumerate.
  2. I can loop through the record and find the 2nd task by checking the task states and ignoring task 1, since it's complete.
  3. I can successfully the change the state of the 2nd task since there's only one task left to update.
  4. The problem is that there may be other tasks added to the RITM (and hence there will usually be 2 tasks, but there might be more)
  5. I still need to close the task "Provide requested service", in the case of 2 tasks, 3 tasks, etc.
  6. Looking at the task details, the "Provide requested service" is stored in the short description, but if my flow does a "if -> contains "Provide requested service" (i.e. copied from the short description). The "if" is never successful. The "if" is never successful if use "is" vs. "contains", either. Image SCTASK0010022_detail shows the task detail with the short description that identifies this as the task that I want to modify.
  7. On the other hand, I can make the "if" trigger if I do a "if->contains "Provide", which is a subset of the text "Provide requested service". This seems like a weird and brittle way to get the flow to do what I want. See image: flow-contains-or-is-fails to show the failure cases.

Is there a better/smarter way to find the right task and change the state for one or a number of tasks, not just the two? I suspect there may be a way to dot walk the task, but I don't know how.

0 REPLIES 0