#OhanaSlack2 discussing

TLDR: The Review record I created was the 10th one I've created today, and therefore my User record should be flagged and send an email alert and a custom notification, but the flow cannot locate the other 9 reviews.

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Business need:

Designated users want 1) to be notified in and outside of Salesforce when a user creates a large # of Review records in a single day.

In addition to sending out an Email Alert and Custom Notification when someone creates too many Review records, 2) the business requires that a user is also "flagged" if they create more than a certain # of Review records related to a single Movie. 3) Last, this user should be unable to create any more Review records as a result of this flag.

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New Fields on User record: 

• Today's_Review_Count__c         (Number field)
• Flagged                                          (Formula checkbox field: Today_s_Review_Count__c > 9)

My Flow: Record-Triggered 

Start Element: I have a record-triggered flow for when a Review record is created and there are no condition requirements. 

Get Records Element: Captures these fields from the User who created the Review record:

1. User ID
2. Flagged__c (Formula checkbox)
3. Today_s_Review_Count__c (Number)

Get Records Element: Captures fields from all other Review records created by User found in last Get Records Element:

1. ID
2. Created_Date__c
3. CreatedById
4. Movie__c

Assignment Element: Gets count of Review records found in last Get Records Element:

varNCount (number variable) Equals Count reviewsFound (record collection variablel)

Update Records Element: Updates User record where Id = $Record > Created By Id

Field: Today_s_Review_Count__c <- Value: VarNCount

Decision Element: If VarNCount > 9 and $Record > Created Date Equals TODAY(), follow "Yes" branch

Yes: 

Get Records Element: Captures all User record IDs with the System Administrator profile ID and stores them in sysAdminUsers record collection variable.

Assignment Element: Assign sysAdminUsers to sysAdminIds text collection variable.

Get Records Element: Captures Custom Notification Id of notifications with DeveloperName = (my custom notification API name)

Send Email Alert: {!$Record.Id}

Send Custom Notification Element: 

Custom Notification Type ID: {!Get_Custom_Notifications.Id}

Notification Body: {!textBody}

Notification Title: {!textTitle}

Recipient IDs: {!sysAdminids1}

Target ID: {!userId}

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Results: 

The Review record I created was the 10th one I've created today, but the flow cannot locate the other 9 reviews.

Debug / Rollback mode

How the Interview Started: 

This debug run was triggered as if the review__c record was created.

Jenna Hill (0058b00000GorSi) started the flow interview.

API Version for Running the Flow: 57

Some of this flow's variables were set when the interview started.

$Record = Review__c (a018b000010fOUyAAM)

Flow start time: May 22, 2023 at 5:08 PM.

Entry Conditions: 

The triggering record met the condition requirements.

Entry Conditions

null

Get Records: Get User Record

Find one User record where

Id Equals {!$Record.CreatedById} (0058b00000GorSiAAJ)

Result

Successfully found record.

{!flagged} = false

{!userId} = 0058b00000GorSiAAJ

{!todaysReviewCount} = 0

***Get Records: Get Reviews***

Find all Review__c records where

CreatedById Equals {!userId} (0058b00000GorSiAAJ)

AND Created_Date__c Equals {!Today} (May 22, 2023)

Store those records in {!reviewsFound}.

Save these field values in the variable: Id, Created_Date__c, CreatedById, Movie__c

Result: Failed to find records.

Assignment: Get Count of Reviews

{!VarNCount} Assign Count {!reviewsFound}

Update Records: Update User Review Count

Find all User records where

Id Equals {!$Record.CreatedById} (0058b00000GorSiAAJ)

Update the records’ field values.

Today_s_Review_Count__c = {!VarNCount} (0)

Result

All records that meet the filter criteria are ready to be updated when the next screen, pause, or local action is executed or when the interview finishes.

Decision: Greater Than 9?

Skipped this outcome because its conditions weren't met: Yes_Greater_than_9

Outcome conditions

1. {!VarNCount} (0) Greater than 9

2. {!$Record.Created_Date__c} (null) Equals {!Today} (May 22, 2023)

Logic: All conditions must be true (AND)

Default outcome executed.