HI folks,
I’ve got a challenge with using Flows. I’m trying to consolidate “to do tasks” being generated across a number of different apps into a single “My Workload” application, so that staff only have one place to look to see what they are supposed to do, instead of checking every app separately. Easy enough to do with flows, except for one thing I cant work out.
An important attribute of any to do task is who its assigned to. And the way I’ve been managing that in the various Knack apps is to link the to do task to an account record. But the of course the account record identifier for the same person will be different from app to app.
So my question: what ideas do the brains trust have as to how to create a “master account identifier” that is transportable across flows from one app to another?
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Just to give a bit more context, the desire is to link the to-do task that gets created in the target “My Workload” application to the correct account in that app.
I have tried the idea of adding an Employee Number as the common identifier between accounts, and I can pass that from the source apps to the target app. But I cant find any way to do the lookup of the employee number to create the account connection to the to-do task. Conditional rules on that to-do table wont allow you to assign a connected record.
Does anyone know how I could achieve that?
And in case you are wondering, I’m trying to use Flow because my company wont allow use of Zapier or Make for security reasons …
OK, I worked it out.
Create a flow in the “working app” - i.e. the one in which the todo is going to be created. Flow has 3 steps:
(1) Create a trigger for when a todo is created in working app. Note that you will need to have a unique identifier of the assignee captured in that todo. I added an email address field and use a record rule to update it with the connected email address from Accounts. This assume the email address will be consistent across all apps.
(2) Using that email address, look up the Account ID of the assignee in the Dashboard app’ Accounts table
(3) Create a record in the consolidated todo table in the Dashboard app using that Account ID as the assignee.
Works a treat. But uses 3 flow transactions so could get expensive given there are only 750 flow transactions a month included in a PRO license.
So still very interested if there is a better way!
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I don’t have an answer for your query. 
I’m sure you’re aware that Knack uses a micro service called Albato to manage the integrations. Just regarding your point about not wanting to use Zapier or Make.
Yes Carl, aware of that, but the way I see it I wont need an extra license or an extra vendor account, and what they dont know wont hurt them … 
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