Triggering an Activity on Initial Assignment

Overview

This Example Lab demonstrates how to use a Form Assignment Handler Flow within an Assignment to send a custom notification upon initial Assignment. 

Explanation

The following Example Lab project consists of three items: a Flow containing all logic "Parent Flow", an example Assignment "Example Assignment", and a Form Assignment Handler Flow "Triggered Activity - Flow Assignment Handler Flow" that sends the notification.

Within the parent Flow, the Assignment should be assigned to the initiating account for the sake of simplicity for this Example Lab; however, any account may be assigned this Assignment and any account may receive its subsequent custom notification. In the Assignment's On Step Run settings, the Step Start Flow Type is set to SharedFlow so a Form Assignment Handler Flow may be created.

Within the Form Assignment Handler Flow, "Action String" [String] input data is added to the Flow as well as a Send Notification To Accounts and Groups step. This step's Notify User setting should specify which account will receive the notification once the assignee receives the Assignment. Returning back to the Assignment's On Step Run settings, the URL Parameter Name settings should now select the "Action String" input made in the Handler Flow.

After running the parent Flow, the user(s) specified in the Notify User setting will receive a notification once the assignee gets the Assignment.

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