Question

An administrator is building a screen flow that lets support agents log a new Case and then, later in the same flow, immediately create a related Follow-Up Task record that must reference the newly created Case. After the Create Records element that inserts the Case, what is the best way to ensure the Task references the correct Case?

Accepted Answer

Use the record ID automatically stored by the Create Records element as the value for the Task's WhatId field.

Answer

Add a Get Records element that queries for the most recently created Case and use its ID on the Task.

Answer

Manually type the Case ID into an Assignment element before creating the Task.

Answer

Create the Task first with a placeholder, then use an Update Records element after the Case is created.