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I am looking some help and steps How to add Case Owner to Case Team with Process builder and Flow? I have created a flow with steps:

  • Create a flow (auto-launched) and add three text variables:
  • varCaseID (input)
  • varPriorOwnerID (input)
  • varCaseTeamMember

Started flow with get records , get Case Team Member records where User = varPriorOwnerID and Case = varCaseID.

Further I am bit confuse how to actually fetch Owner user Id also the Queues needs to be bypass Can anyone please help on this would be very much helpful

1 Answer 1

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I would do this:

  • You can start with an autolaunched flow because debugging record-triggered is harder. But I would eventually use record-triggered after-save flow. You can use the save as a new flow feature and make the necessary changes.
  • Run your flow whenever a case is created or updated and the Owner is changed. You can use priorvalue to check whether the owner has changed. Look for inspiration here (video): https://youtu.be/DKxLTRRXVe8
  • $Record.owner should give you the owner. Look in the picker for the exact field.
  • Check the case team and add the owner when necessary (I cannot detail this without building myself).

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