Use Case: Create Parent and Child Cases in One Flow

Do you need to create a Screen flow that allows your users to create multiple cases, and set up the parent and child cases structure at the same time? If so, this flow might be a useful reference for you!

* Big thanks to Mike for sending in the case!

Lulu Mobile wants to create a Screen flow and put it on the Account object so their support agents can create cases more easily. Sometimes the customers will send multiple cases, so the flow should allow the creation of multiple records. Lastly, they want to connect these cases by using the Parent Case field.

This Screen Flow is a bit complicated because it contains four different scenarios after users entering the case information:

  1. Create Parent Case / No More Case
  2. Create Parent Case / Add Another Case
  3. Create Child Case / No More Case
  4. Create Child Case / Add Another Case

There are two ways to design the flow – either create 3 Decision elements with 2 outcomes each, or 1 Decision element with 4 outcomes. To explain the flow more easily, here I will use 1 Decision with 4 outcomes.

Flow Chart (deactivate last login date)

Steps (deactivate last login date)

Please wait while flipbook is loading. For more related info, FAQs and issues please refer to DearFlip WordPress Flipbook Plugin Help documentation.

Screen FlowAssignmentRecord Id
Screen ElementDecisionVariable
Create RecordsFormula

Does the solution solve your problem? If not, write us what your problem is and we will build the flow for you!

Official Salesforce Help Article On Flow

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments