I'm creating a flow that is triggered by a record create/update, where the user selects a specific record type -> the flow then updates various fields within that record (including reassigning the Owner) -> the flow then logs a note on the record.
I thought all that I needed to do was create a new resource variable 'recordId' and then when using the task option to log a new note, put 'recordId' in the Related To field...but it's not working. I'm also receiving an error which I've never seen before.
Forum Ambassador Zack Terry (Fast Slow Motion)
@Ken Vermillion Without being familiar with your org’s configuration, it looks like you might be using an object-specific quick action called “LoganEmail” - if so, you must provide the recordId for the object that this action is built on.
What object are you triggering this flow on?
Instead of using the LoganEmail action, try using a Create element to create a Task record, and then assign the values there. If you are triggering on a Contact or Lead, set the WhoId to {!$Record.Id}, otherwise set the WhatId to {!$Record.Id}.
Here’s an example triggered from a Lead: