Task assignment to user from flow.

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Task assignment to user from flow.

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Hello,

Is there a way to assign a task to a user that is designated within a flow? For instance, I’d like to make a form where a user can assign a new task to a specified user and then pass that user account into the new task assignment. From what I can tell, a user for an assignment can’t be passed in but must specifically be designated when setting up the task assignment. Please let me know.

Thanks!

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On a form assignment, you can specify an account as shown in the attached screenshot.

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Hi
Youll want to set up a monitor email flow – run by a scheduled job every 5 minutes to read in and processes new mail. For each new mail that is found the flow checks if email has a process folder guid in the body (more info on this below) · If yes, then add email body as comment to that process folder · If no one Create a new ticket (process folder) with that email or Generate an reply email to the customer saying that a ticket has been created and inserting the process folder’s guid in the email body. That way when they reply, their reply will have the guid in it for you to find and thus treat as a reply instead of a new ticket. Regarding marking and checking body for guid, youll want to wrap the guid in bounding characters like. that way you can look in the body to parse out the value that is between the However, it would probably be just as effective and easier to work from the ticket number in the subject. E.g. if the subject contains something that looks like, we can assume that is a ticket number and then fetch the existing ticket by that ID. Please let me know if you have any questions. Heres a document on how to set up an email response job: https://documentation.decisions.com/setting-up-email-response-job/
I have another question about assignments and email interactions related to a process folder. I am trying to set up a process where Decisions pulls in emails from a public folder and an admin user assigns a work task related to that email to a support user. I then want the support user to be able to communicate to the request user via email from Decisions and then pull any replies from the requestor into a process folder as a comment. I imagine this may be similar to how you’ve set up the Decisions support process? The part I’m struggling with is how the task can stay assigned to a support user, but then pull in email replies into a process folder as a comment. Can you shed some light about how I should approach this?
Thanks!

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I conceptually understand how that flow should work, but I don’t know how to do the “If yes” step below. How do I add a comment to a process folder outside of the flow for that process folder? The Add Comment step only has a Name and Comment field but not way to tie it into a specific process folder. I’ve successfully added a comment to a process folder for an outgoing email, but I’m at a loss to how to do it for an incoming email that is caught outside of the flow.

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This step allows you to add a comment to a process folder Integration > Internal Services > Comment > Add Comment