Case — automation map

Business Process Map — Case

10 Flow(s) involved · 1 Apex trigger(s). Shows automation that either triggers on Case changes OR mutates Case records from elsewhere.

Diagram

Triggers on this object

Apex triggers

Name	Events	Namespace
CaseTrigger	before insert, before update	FinServ

Record-triggered Flows

Flow	Trigger	Filter	Creates Tasks	Updates Objects
Case - Actions on Update After Update Flow	Update	AND: NPP_Fund_Opportunity__c IsNull ‘null’	Send Wholesale Advice Doc And Application Form To Client	Opportunity
Paraplanning: Assign Work When Case Created	Create	—	TaskSubjectDocCollection; TaskSubjectDocCreation; TaskSubjectDocReview; Loop_through_vetting_review_tasks.Task_Sub_Type__c; Get_Doc_Creation_Task1.Task_Sub_Type__c; Get_Doc_Creation_Task.Task_Sub_Type__c	AllocationDecision__c
Paraplanning: Close Tasks Once Completed	Update	AND: Status EqualTo ‘Completed’, NPP_Fund_Opportunity__c IsNull ‘null’	—	—
Paraplanning: Email If Employee Available Hours Negative For Day	Create	—	—	—
Paraplanning: When reviewer assigned update review task	Update	AND: RecordTypeId EqualTo ‘1’, Reviewing_Team_Member__c IsChanged ‘null’	—	Task

Flows that mutate this object from elsewhere

Flow	Triggered by	Action on this object
Create Case When Task Is Completed	AutoLaunchedFlow	creates
Create New Paraplanning Request	Flow	creates
Paraplanning: Schedule re-allocation of backlog	AutoLaunchedFlow	updates
Paraplanning: Update Case Date when Review Date Changes	Event	updates
Task - Actions on After Update	Task	updates