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Steve Gilbert 13 Create a record using a flow and setting the record type
I am working on a flow that would create a new opportunity when the status and stage are set to specific values. It does run to completion on the test but will not create the actual record. I think that it might be with the lookup and assignment of the record type using the following variable:
What makes it more enjoyable is that I need to have a decision node in this that splits the record create on the value in a custom field and then the record create will assign the record type based on the value in the custom field.
The field "Channel" would be set to "A" or "B".
If "A" then the opp would be created with record type "A" if not type "B" needs to be created
Ideas would be great,
Thanks
What makes it more enjoyable is that I need to have a decision node in this that splits the record create on the value in a custom field and then the record create will assign the record type based on the value in the custom field.
The field "Channel" would be set to "A" or "B".
If "A" then the opp would be created with record type "A" if not type "B" needs to be created
Ideas would be great,
Thanks