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KMK91KMK91 

Populate custom pick list values based on date using flows

Hi all, 

using flows how to Populate custom pick list values based on date 
from parent to child. 

Thanks
Kmk
 
Best Answer chosen by KMK91
Sai PraveenSai Praveen (Salesforce Developers) 
Hi,

Can you try the record triggered flow on CustomA object in the update scenerio as below.

Start condition:

User-added imageCreate a recourse of typr formula and datatype as number:
User-added imageDecision box:
User-added image
Update record:
User-added imageEntire flow:

User-added image

In the else condition add another decision box and make the similar logic for Spring ans winter.

If this solution helps, Please mark it as best answer.

Thanks,

 

All Answers

Sai PraveenSai Praveen (Salesforce Developers) 
Hi,

Can you let the community know more detailed on the requirement.

Thanks.
 
KMK91KMK91
Hi praveen, 
I have 2 objects called custom A and custom B there is master detail relationship between these 2 objects. In custom A object we have a field called "Date" And custom B object field called "Source"(Pick list values 1.winter.2.summer 3.spring) using flows how to change the pick list values based on date. 
for example: if user selects the march to May month date I need to update summer. 
if user selects the june to sep month date I need to update spring. 

Etc.. 

Thanks
Kmk
Sai PraveenSai Praveen (Salesforce Developers) 
Hi ,

Can you confirm which is master object and which object is detail object in both?

Thanks,
 
KMK91KMK91
Custom A object
KMK91KMK91
Custom A is Master and custom b is detail object
Sai PraveenSai Praveen (Salesforce Developers) 
Hi,

Can you try the record triggered flow on CustomA object in the update scenerio as below.

Start condition:

User-added imageCreate a recourse of typr formula and datatype as number:
User-added imageDecision box:
User-added image
Update record:
User-added imageEntire flow:

User-added image

In the else condition add another decision box and make the similar logic for Spring ans winter.

If this solution helps, Please mark it as best answer.

Thanks,

 
This was selected as the best answer
KMK91KMK91
Thank you for helping this, but requirement has been changed now like 
Can you please help on this
Ex: Source : Type1,  Type2, Type3, Type4
 
if the user entered Date is March should update Type1 then
Month(April) should select Type2
Month(May) should select Type3
Month(June) should select Type4 
Month(July) should select Type4
Month(Aug) should select Type4