Hello! I am having a problem with what I think should be an easy flow... The idea is to send a task to accounting when an AE approves the billing a case. The conditions must be case record type = X and the case is closed. However, I'm finding is extremely difficult to include case record type in my entry requirements. After doing some research I see I should do a get record and then a decision, but it's still not working. Should I do a formula evaluates to true instead? I tried that but couldn't get it to work. Any help is greatly appreciated!
(I know I should do one or the other, but can't get either to work)
Formula evaluates to true:
AND( ISPICKVAL([Case].Billing_Approved__c, "Approved"),
ISPICKVAL([Case].Status, "Closed"),
[Case].RecordTypeId = "012XXXXXXXXXXXXXXX" )
Flow:
Hello @Monica Raimondi you cannot use Recordtype name in the entry conditions of the start element. To do so, you should add a get record to get the Id based on the name, and then use the retrieved Id in a decision element.
Eric
