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Brian Haughey Need a push in the right direction for Visual Workflow
Currently working on the "Creating Wizards with Visual Workflow" and the missing piece for me is to find a way to create more than one record.
I'm having success with updating the Account records, but once I try and implement a way to create Contact records, I either get the error message on run or nothing gets updated on the Contacts side. I'm not including Opportunity records until I can figure out how to create multiple records off of the same screen.
Right now, my flow has a screen with the fields, pointing to a record lookup for Accounts, pointing to a decision about whether the Account is null or not, and then finally, a pointer to the create records for Accounts.
My main question is: how do I implement the record lookup for Contacts? Where in my flow would I start the process for creating records for Contacts?
Apologies if I'm doing this all wrong.
I'm having success with updating the Account records, but once I try and implement a way to create Contact records, I either get the error message on run or nothing gets updated on the Contacts side. I'm not including Opportunity records until I can figure out how to create multiple records off of the same screen.
Right now, my flow has a screen with the fields, pointing to a record lookup for Accounts, pointing to a decision about whether the Account is null or not, and then finally, a pointer to the create records for Accounts.
My main question is: how do I implement the record lookup for Contacts? Where in my flow would I start the process for creating records for Contacts?
Apologies if I'm doing this all wrong.
What happened was, I had an activated process builder still clicked on, which blocked my attempts to create a new contact record.
So.... turn that process builder off :)