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Sam Cloutier
How to launch a flow that requires user input by evaluating a related record for a specific value in a field?
Hi all,
I have a custom object B that is related to Account objects. I also created a Flow that allows an account rep create a new record in B, based on customer information the acct rep collects (it's a questionnaire the collects input and then uses that input to create a B record). I want to make this flow run when specific criteria for the accound record are met. 1. I want a button to lauch the flow. (This is completed.); and 2. I have a status pick list field that, when a specific status is selected, I'd like the Flow to run.
I'm having difficulty in accomplishing #2 because I can find a way to easily collect data and use that data to create a new B record. Autoflows kept giving me errors because I need to collect input. Can ayone give me any ideas on how to accomplish what I need?
Thanks in advance.
I have a custom object B that is related to Account objects. I also created a Flow that allows an account rep create a new record in B, based on customer information the acct rep collects (it's a questionnaire the collects input and then uses that input to create a B record). I want to make this flow run when specific criteria for the accound record are met. 1. I want a button to lauch the flow. (This is completed.); and 2. I have a status pick list field that, when a specific status is selected, I'd like the Flow to run.
I'm having difficulty in accomplishing #2 because I can find a way to easily collect data and use that data to create a new B record. Autoflows kept giving me errors because I need to collect input. Can ayone give me any ideas on how to accomplish what I need?
Thanks in advance.