So the previous article describes how we arrived at this point, with a complete flow that assigns a custom User Lookup field to a new owner for the purpose of reassigning Accounts. Now we are building on that, by adding tasks and case reassignment as well.
For my use case adding tasks and cases to the same flow makes sense because the open tasks assigned to the account are going to be associated to Customer Success and all cases are owned by the Customer Success agents. I have a different workflow for Lead ownership because Leads aren't worked by the CSL team.
Why not build the whole thing at one time? Well not everyone's use case would necessarily warrant these additional loops and from here the screen gets a lot messier too.
In addition, experience has taught me that you save time by testing and adding iteratively to your work. So that is exactly what we are going to do here. Add tasks first, test and then add cases to the flow.
Adding Tasks to the Flow
To add Tasks to the flow, we need to:
- Match Tasks
- Loop through qualifying tasks
- Assign Tasks a new owner
- Assign Tasks to a variable for updating
- Update Tasks
