Cancelled Cases: Alert Purchasing for Manual PO Review

In this org, Cases were used to track in-home service visits, often involving part replacements. These service requests could generate Purchase Orders (POs) for required components. If a Case was later canceled, the Purchasing team needed to manually review and cancel any related POs.

To support this workflow, I enhanced the existing Case – After Save – Update master flow. I added a new decision branch for canceled Cases that:

• Created a Task assigned to the shared Purchasing queue

• Posted a Chatter notification on the Case, tagging Purchasing

• Ensured the Task included relevant context (e.g., Case number, Work Order, Service Territory)

• Created a report showing open Tasks with linked Case numbers for easy triage

Reflections:

🌼 It wasn’t necessary to create one Task per PO or query them within the flow. This team preferred a single Task per Case and handled PO reviews manually.

🌻 Chatter worked best for this team’s daily workflow, but email alerts or report subscriptions could also have been effective depending on their preferences.