Create a flow with an SLA Task trigger

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Configure your Service Level Agreement (SLA) definition to run a flow as the action plan.

    Antes de Iniciar

    • Role required: flow_designer or admin

    Por Que e Quando Desempenhar Esta Tarefa

    An SLA Task trigger only runs when a task record matches the conditions of a Service Level Agreement (SLA) definition. For example, you can run a flow whenever an incident record matches the Priority 1 resolution (8 hour) SLA Definition.

    Procedimento

    1. Navigate to All > Process Automation > Flow Designer.
    2. Select + New > New Flow.
    3. On the form, fill in the fields.
      Tabela 1. Flow Properties form
      Field Description
      Name Name to uniquely identify your flow. The system computes the internal name of the flow from the name.
      Application Application scope to create your flow in. Global is the default.
      Description Description of your flow.
      Protection Selection to specify if the flow is read-only. You can only select a value when you create the flow in an application scope that you own.
      Run As

      Option to specify the user that runs the flow. You can select the system user or the user who initiates the session. Select the user who initiates the session option when updates should come from the user who triggered the flow. For example, use this option when you want the incident record comments to come from the user who started the flow. Settings for the Run as option in a flow don't apply to child subflows.

      The system runs flow actions as the user who initiates the flow. Verify that all users who can trigger a flow have the necessary security access to run its actions. The initiating user also determines user-specific settings such as date/time formats.

      Nota:
      Inbound email flows ignore this setting and always run as the user who initiates the session. To test access controls for an inbound email flow, impersonate a typical inbound email user and manually trigger the flow.
    4. Select Submit.
      The system displays the Flow Designer page.
    5. Select Select to add a Trigger > Application > SLA Task.
    6. Add actions, subflows, and flow logic to the flow.
      Add SLA Percentage Timer actions to specify what to do when a task record attached to an SLA reaches specific percentages of completion.
    7. Test the flow.
      For more information, see Test a flow and Activate a flow.
      Once behaving as desired, activate the flow.
    8. Create an SLA definition
      1. In the Flow field, select the SLA Task flow you previously created.
        Nota:
        The Flow field only displays flows with an SLA Task trigger.
      2. Click Submit.

    Resultado

    When the SLA Definition conditions are true, the system runs the specified SLA task flow.