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Matt Picher
Flow to update checkbox based on roll-up summ field
I'm trying to write a flow to update a checkbox on Account pages based off of a roll-up summary field, but have been unsuccessful so far.
If Open Opp Count field = 0, then Prospect checkbox should be true
If Open Opp Count field is greater than or equal to 1, then Prospect checkbox should be false.
The Open Opp Count field is a roll-up summary on the account level of related opportunities.
I tried a flow that is triggered when a record is created or updated, then a decision component with a true and false option based on the information above. I then have Update Records components attached to the Decision to mark the checkbox as true or false, but as of now it is not functioning properly.
Any input is appreciated!
If Open Opp Count field = 0, then Prospect checkbox should be true
If Open Opp Count field is greater than or equal to 1, then Prospect checkbox should be false.
The Open Opp Count field is a roll-up summary on the account level of related opportunities.
I tried a flow that is triggered when a record is created or updated, then a decision component with a true and false option based on the information above. I then have Update Records components attached to the Decision to mark the checkbox as true or false, but as of now it is not functioning properly.
Any input is appreciated!
Check below example to update roll up field using flow.
https://absyz.com/roll-up-summary-using-flows/
Thanks,