I need to build a flow that triggers an email to a group of account reps if certain conditions are met. Each account rep manges several states.
Do I create the switch first based on their states then the condition (for example - if x = strongly disagree and x = disagree or y is less than or equal to 6.
I created multiple cases for each account rep but emails were being triggered regardless of the 2nd condition needing to be met.
I put the email trigger in " If No". What do I p;ut in "If yes"?
What am I missing in my flow?
Help is greatly appreciated.
Solved! Go to Solution.
Hi there - Could you post a pic of your Flow? That might help determine the best path. If anything, maybe a sketch of how you think it should move would get us going.
Switches are fun, and I like the direction you're going. I would caution against 'hard-coding' specific email addresses in the Flow just to make maintenance easier. Also, where is the survey happening? and are you using any kind of xRM solution (D365CE)?
Keep us posted, you'll get this!
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Photos uploaded. The big question I have is 1. How do I get the logic to trigger on the "Strongly Disagree", "Disagree", and < than or equal to 6 as well as all of the other states? Should I chunk this out in smaller steps?
Also, the surveys are happening in Microsoft Forms. I want to keep things super out of box as possible as we are resource limited and need to be able to support this without a lot of overhead.
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