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Karleen Mendoza Store values from multiple records and then concatenate them into a single field
I would like to pull the values of two formula fields from one object, then concatenate and display them in a single field on another object. I tried creating a Flow with a Loop and it pulls the records, but it does not display them into the field I need.
Scenario:
I have two objects: Pilot and Pilot/Policy. Pilot is the master object and Pilot/Policy is the child. I Need to pull 'Named Insured' and 'Policy #' values from each Pilot/Policy record that is associated with the Pilot record. Take the value of those fields and put them on Active Policy/Named Insured field on the Pilot record.
E.g.
Named Insured on Pilot/Policy #1 = Karleen Mendoza, Policy # on #1 = ABC123
Named Insured on Pilot/Policy #2 = Jane Doe, Policy # on #2 = DEF456
Should display like this on Pilot field:
Scenario:
I have two objects: Pilot and Pilot/Policy. Pilot is the master object and Pilot/Policy is the child. I Need to pull 'Named Insured' and 'Policy #' values from each Pilot/Policy record that is associated with the Pilot record. Take the value of those fields and put them on Active Policy/Named Insured field on the Pilot record.
E.g.
Named Insured on Pilot/Policy #1 = Karleen Mendoza, Policy # on #1 = ABC123
Named Insured on Pilot/Policy #2 = Jane Doe, Policy # on #2 = DEF456
Should display like this on Pilot field:
Policy # ABC123: Karleen Mendoza, Policy # DEF456: Jane Doe