1. TaskRay
  2. TaskRay Guide
  3. External Task Ownership & Completion

External Owner Completion - How to Customize the Flow

New Feature Alert! These features are part of the March 2022 Release and will be available in Sandboxes and on the AppExchange on March 19. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on April 9.

 

Note: This feature is available to the following product editions: 
  • Standard
  • Premium

The External Owner Completion flow is an overridable screen flow that allows unlicensed users to complete tasks, and leave comments, which write back to the TaskRay Task in real-time. The External Owner Completion Flow is an overridable Flow, so administrators can save their own instance to customize how it works. Once an override is in place, TaskRay will automatically use the override Flow, and any new versions of said Flow in the future.

[OPTIONAL] Override the flow

To customize the External Owner Completion Flow: 

  1. From Setup, navigate to:
    • Lightning: Platform Tools | Process Automations | Flows
    • Classic: Build | Create | Workflows & Approvals | Flows
  2. Select the TaskRay External Owner Completion Flow.
  3. Use the Flow Builder to modify the flow.
  4. Click Save As. This will open a modal to Save as flow override.
  5. Enter a Flow Label (e.g. "Customized External Owner Completion Flow").
  6. The Flow API Name should automatically generate based on the label that you enter.
  7. [Optional] Enter a Flow Description.
  8. Click Save.
  9. On the Flow Builder, click Activate.
    Screen_Shot_2022-03-18_at_5.15.27_PM.png

That's it!

Once the Flow is activated, your changes are live - your external owners will see your new screen flow next time they complete a task. More information on how to use the External Owner Completion Flow can be found in this article: Configure TaskRay External Task Ownership & Completion