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Hi Everyone,

 

I created a record trigger flow to do: when an agent link a contact to messaging session, that contact should be link to case as well

I have this following configuration for my flow

 

Start Record Trigger Flow

  • Object: Messaging Session
  • Configure Trigger: A record is updated
  • Set Entry Conditions : EndUserContactId Is Null False
  • When to Run the Flow for Updated Records : Only when a record is updated to meet the condition requirements
  • Optimize the Flow for: Action and Related Record

Update Record

  • How to Find Records to Update and Set Their Values: Update records related to the messaging session record that triggered the flow
  • Set Field Values for the Case Records : ContactId-> $Record > Contact ID

#Flow #Record-Triggered #Case #Messaging Session #Contacts

3 Antworten
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    2. Nov. 2023, 09:34
    Hello @Ariel Gencianeo

    what is the issue you have with your flow ? I do not see it in your flow description, but have you done a Get Records to retrieve the case(s) you want to update (one or many) ?

    Eric

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