You can start an auto-launched flow when a Task is started or completed.
In the Checklist Item, populate the flow name in
- Flow Name Completed
- Flow Name Start
Note that for the Start option to work, the Task status needs to be switched to In Progress, which might not be triggered if the Task is directly closed.
The auto-launched flow is populated with the following context:
| Name | Comment |
|---|---|
| taskId | the task id |
| whatId | the id of the Related To object record |
| whoId | the id of the user/contact/account |
| ownerId | the user Id of the Assigned To |
| task | the task object |
Create Flow
Create an Autolaunched Flow.
Define Variables
Create a New Resource - Variable - e.g. the whatId (Related To Id):
API Name: whatId -- Data Type: Text -- Available for Input
or the task itself:
API Name: task -- Data Type: Record -- Available for Input
Retrieve the Related Record
For the Id filter, select the variable {!whatId}
(or use the task record variable: {!task.WhatId})
Example
In the Flow you might want to check that the Id is as expected, e.g. that it is an Account Id (i.e. Id starting with 001)