In this article we are going to see the configuration of a simple flow that will automatically set the high priority when the requesting company is “Acme International”.
Below is the final structure of the flow:
To do this you will need to go to the Flow à Designer menu.
Now you will need to click the NEW button in the upper left corner of the page:
And then on the word “Flow” that will appear below the button
At this point the following page will open:
Below are the fields with their meaning:
- Name, in this field we are going to define the name that this flow will have.
- Description, in this field we are going to define the description that will have the flow
- Icon, in this field we are going to define the icon that will have the flow
- Enable Log, this toggle if set to you will enable the log in the flow.
Once you have configured the fields mentioned above you will need to click on the “Save” button.
Now the following screen will appear:
At this point we are going to configure the “Trigger” field as follows:
Now you will need to click on “Save” to save the block.
At this point we will have to go and click on the button:
At this point from the menu that will open we will select “Action“.
Once you click in the search bar that will open you will need to click on “Core” à “Update – Record“.
Now from the right bar we have to drag the variable “(Model) DeepService – Operation” in the “Model” section just appeared:
Finally, we must configure the “Expression” field as follows:
Finally, we will have to click the Save button to save the block.
Before enabling the flow, you will need to click on the button:
Placed in below the newly created block, and select from the “Logic” section the “End Flow” block.
After doing so you will need to click Save to save the block.
Before you can see the effects of the flow you will need to enable the flow by setting the toggle “Status“
At this point the flow will be up and running.