Hello everyone, for the last few days I've been trying to figure out how to update a flow that pulls information from a few object and updates/creates a new one. There's one field I"m wanting to pull, and no matter what I do I can't find the best solution. Here's the entire process:

1. When an Opportunity is changed to Closed Won, it starts a Flow, like below:

2. We have a custom object called Project, so when this flow begins, it pulls specific information from the Opportunity referenced above, creates that new record (Project) along w/ a task, and updates some information in the referenced opportunity. At the very end I will explain what one field I'm wanting to pull.

Here's the debug log of what all happpends, what is pulled and updated :

Natalia -- (XXXXX) started the flow interview.
API Version for Running the Flow: 49
Some of this flow's variables were set when the interview started.
process_opp_id = 0063N00000Av7krQAB
Flow start time: December 11, 2020, 2:23 PM.

Find all Opportunity records where
Id Equals {!process_opp_id} (0063N00000Av7krQAB)
Store the values of these fields in Get_Process_Opp: Id, AccountId, Start_date_of_project__c, End_date_of_project__c, OwnerId

Result
Successfully found records.

Find all Account records where
Id Equals {!Get_Process_Opp.AccountId} (0013N00000J61umQAB)
Store the values of these fields in Get_Account: Id, Name, BillingStreet, BillingPostalCode, BillingCity, BillingCountry, E_Mail__c

Result
Successfully found records.

Create one Project__c record where
Account__c = {!Get_Process_Opp.AccountId} (0013N00000J61umQAB)
End_Date__c = {!Get_Process_Opp.End_date_of_project__c} (16 December 2020)
From_Opportunity__c = {!process_opp_id} (0063N00000Av7krQAB)
Invoice_City__c = {!Get_Account.BillingCity} (Będzin)
Invoice_Country__c = {!Get_Account.BillingCountry} (Poland)
Info
Invoice_Email__c = {!Get_Account.E_Mail__c} (null)
Info
Invoice_Postal_Code__c = {!Get_Account.BillingPostalCode} (null)
Info
Invoice_Street__c = {!Get_Account.BillingStreet} (null)
Name = New Project - {!Get_Account.Name} (New Project - SH test)
Project_Owner__c = {!Get_Process_Opp.OwnerId} (0053X00000B3ZWcQAN)
Start_Date__c = {!Get_Process_Opp.Start_date_of_project__c} (02 December 2020)
Status__c = Preparation (Kick-Off)

Result
A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes.
{!created_project_id} = a023N000004PGHEQA4

Create one Task record where
ActivityDate = {!$Flow.CurrentDate} (11 December 2020)
OwnerId = {!Get_Process_Opp.OwnerId} (0053X00000B3ZWcQAN)
Priority = High
Status = Open
Subject = Project Kick-Off
Type = Project Kick-Off
WhatId = {!created_project_id} (a023N000004PGHEQA4)

Result
A record is ready to be created when the next screen, pause, or local action is executed or when the interview finishes.

Find all Opportunity records where
Id Equals {!process_opp_id} (0063N00000Av7krQAB)
Update the records’ field values.
Project__c = {!created_project_id} (a023N000004PGHEQA4)

Result
All records that meet the filter criteria are ready to be updated when the next screen, pause, or local action is executed or when the interview finishes.

What I am wanting to do , is to pull a Quote Won that is related to the opportunity we are referencing, because the Quote Won has a special field "Partner", that I want to be included in the Project.

The closest thing I was able to do, was to create a formula filed on the Project Record, with a formula which ended up pulling the right "Partner" account name from the quote, but then that is NOT clickable, so this is why I need the field to be a lookup field that pulls that information.


The field "Quote won partner account" this type.


I want the above Account be the account in the "Parter" field that has been created on the Quote that was won.

On Quote, its already a Child of Opportunity, so I thought I could just pull it, but I'm not sure where I need to edit the code, or the flow. Should I have a separate "Get records = quote", or try another way?

many thanks in advance,

Cheers,

Natalia