Populate Caller Incident History in Description on New Incident Creation

Watch Full video From Youtube

You can watch the full video from the Varshitha Education youtube Channel

Question in Detail:

If a new incident record is created then flow will check previously caller has any incidents then populate that caller incidents numbers in description field.

Procedure:

First create new Flow designer flow

Name: Check Caller Details

In Trigger area set

trigger : created

Table: Incident

image

Click on done.

Now Go to Actions area

Action: lookup records

Table : Incident

Condition : caller is Trigger-record created ->incident Record ->caller

image

Now select For each item in flow logic

Items: 1-Lookup Records->incident Records

image

Now click on done.

Now create Flow variable

Name: incident number

Now Select set flow variables in flow logic

Incident Number = Foreach >incident Record>Number, Flow variables>Incident Number

image

Now Click on done.

Now Select Update Record Action

Record= Trigger -Record Created >Incident Record

Table : Incident

Description : Flow Variables>Incident Number

image

Now Click on done.

Now your flow is ready and test or debug it. If tests are passed publish the Flow

Regards,

Beemani Shiva Prasad

Varshitha Education

www.varshithaeducation.in

www.varshithaonlinecourses.in

Leave a Comment

Your email address will not be published. Required fields are marked *

0

Subtotal