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Steve Cairney
create multiple records with flow and process
Hi, I have a use case where I'd like to create multiple opportunity records based on the amount of records from a related list.
Example. An Opportunity has 2 custom objects (service__c) related to it. When this Opportuniy hits a certain criteria (as yet I haven't worked out what) a process should kick in and create 2 Opportunity records each with 1 of the custom objects attached.
I think I have to use a loop in the flow that will be invoked by the process builder but I'm unsure.
Does anyone have any experiance of doing something similar that they could share?
Example. An Opportunity has 2 custom objects (service__c) related to it. When this Opportuniy hits a certain criteria (as yet I haven't worked out what) a process should kick in and create 2 Opportunity records each with 1 of the custom objects attached.
I think I have to use a loop in the flow that will be invoked by the process builder but I'm unsure.
Does anyone have any experiance of doing something similar that they could share?