Hi!
I have a question about how to best solve my current challenge:
- The requirement is to have a survey automatically sent out to 30% of all people who has logged a case the last 3 months.
- The field I need to use to filter out people who created a case is a custom field called "Reporter"
- The flow should send the survey out each 3rd month
- All the users receiving the survey must be unique, even though some users may have logged a case more than once.
All geniuses out there, please help a girl out haha. I haven't been able to figure out a flow solution for this yet.
Kind Regards, Rebecca
Hi Rebecca,
I would make an auto-triggered Flow that launches once every 3 months. What you would do is use a getRecords Element to get all users meeting your conditions who submitted a case (make this a collection). If you don't know how to pull these users, just run a getRecords on all cases that match your criteria and store the 'Created By Id' in a variable.
Then, loop through the users and store the IDs in a collection variable (call this something like "unique users", and what you can do is then check each of these IDs against that variable to make sure you don't have any duplicates.
From there, you can reference the "unique users" variable in a Send Email component.
Thanks,
Nick
