Hi there. I have a flow where the goal is to send a task when the status of a project is marked as completed. I have no errors in the flow, and when I debug/test the flow, it doesn't work. I've even activated it to test it and it didn't work. Any help is greatly appreciated!
3 answers
- Currently your entry criteria is set to fire when the Status is changed and that Status is set to "Completed", so I think that should work fine. The other option is to simply check the Status = "Completed" and use the option for "Only when a record is updated to meet the condition requirements". No need to check for IsChanged if that option is used since the assumption is the Flow only fires when a record is updated. In either case, the decision is evaluating the same criteria, and so it is not needed.
- If you're goal is to relate the Task back to the triggering project, then you need to set the WhatId to the value of the Project's Id - {!$Record.Id} instead of {!$Record.Name}. WhoId is only for Contacts or Leads.
