Create Homecare Sample Survey Pckg dependent Flow Rules

[eehjunggnujhee]

Dependent on the Sample Survey - Include it to the Sample Survey pckg

Use Case(s) for “Homecare” Field Survey record type:

• Record-Triggered Flow that creates Cases for each of the following fields if they are populated:
  “Overall Health” and/or “Mental Health” have a value of “Poor”
  “Nutrition Advice Needed?” checked TRUE
  “Food Delivery Assistance Needed?” checked TRUE
  “Financial Support Needed?” checked TRUE

May Flow Notes

[eehjunggnujhee]

@kdveverka Ready for test
https://squirrelit2-dev-ed.lightning.force.com/builder_platform_interaction/flowBuilder.app?flowId=3015f000001oa64AAA

@aadeyemi2496 @kdveverka
Here is a type of cases created for 5 different homecare services

Homecare Case Creation Automation Test Scenarios:
Flow: Field Survey: Homecare Case Creation

• Record-Triggered: Create or Updated (Only when a record is updated to meet the condition requirements)
• Entry Condition: if each of the following fields met the criteria described::
• “Overall Health” = “Poor”
• “Mental Health” = “Poor”
• “Nutrition Advice Needed?” = TRUE
• “Food Delivery Assistance Needed?” = TRUE
• “Financial Support Needed?” = TRUE
• Case Type
• “Overall Health” = “Poor”

“Overall Health” = “Poor”

CASE	FIELD SURVEY
ContactID	Survey Client ID
Survey Type	Homecare
Service Type	Health
Field Survey ID	ID
Priority	High
Case Origin	Web
OwnerId	Survey Case Queue
Subject	Formula Text
Description	Formula Text
Contact Email	Contact Email
Contact Phone	Contact Phone

“Mental Health” = “Poor”

CASE	FIELD SURVEY
ContactID	Survey Client ID
Survey Type	Homecare
Service Type	Mental
Field Survey ID	ID
Priority	High
Case Origin	Web
OwnerId	Survey Case Queue
Subject	Formula Text
Description	Formula Text
Contact Email	Contact Email
Contact Phone	Contact Phone

“Nutrition Advice Needed?” = TRUE

CASE	FIELD SURVEY
ContactID	Survey Client ID
Survey Type	Homecare
Service Type	Nutrition Advice
Field Survey ID	ID
Priority	Medium
Case Origin	Web
OwnerId	Survey Case Queue
Subject	Formula Text
Description	Formula Text
Contact Email	Contact Email
Contact Phone	Contact Phone

“Food Delivery Assistance Needed?” = TRUE

CASE	FIELD SURVEY
ContactID	Survey Client ID
Survey Type	Homecare
Service Type	Food Delivery Assistance
Field Survey ID	ID
Priority	Medium
Case Origin	Web
OwnerId	Survey Case Queue
Subject	Formula Text
Description	Formula Text
Contact Email	Contact Email
Contact Phone	Contact Phone

“Financial Support Needed?” = TRUE

CASE	FIELD SURVEY
ContactID	Survey Client ID
Survey Type	Homecare
Service Type	Financial Support
Field Survey ID	ID
Priority	High
Case Origin	Web
OwnerId	Survey Case Queue
Subject	Formula Text
Description	Formula Text
Contact Email	Contact Email
Contact Phone	Contact Phone