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SAHG-SFDC
Is there a way to call a flow when drop down value is chosen
Hi,
I am trying call a flow when a user edit a lead records, When a lead record is edited to change the value of picklist, It should allow the user to change the value for other two fields as well (One is pick list and other is a free form text field) both are custom fields
I have a created a flow for meeting this requirement, Challenge is how to call the flow when the user edits the record? , We can't add button , OnclickJavascript was easier
I am trying call a flow when a user edit a lead records, When a lead record is edited to change the value of picklist, It should allow the user to change the value for other two fields as well (One is pick list and other is a free form text field) both are custom fields
I have a created a flow for meeting this requirement, Challenge is how to call the flow when the user edits the record? , We can't add button , OnclickJavascript was easier
You have a picklist on the lead and when the rep/user updates that field you want this flow to fire which updates these other two fields, correct?
I'm thinking my view of your issue is too simple but if that scenario is correct you would just have the process fire everytime the record is edited to meet criteria and then put IsChanged(Picklist_Field__c) as the formula criteria.
When I read your post I originally thought that maybe you were trying to do something really advanced that can be done declaratively but I'm by no means an expert in code, visualforce, anything like that.
Good luck!
All Answers
You have a picklist on the lead and when the rep/user updates that field you want this flow to fire which updates these other two fields, correct?
I'm thinking my view of your issue is too simple but if that scenario is correct you would just have the process fire everytime the record is edited to meet criteria and then put IsChanged(Picklist_Field__c) as the formula criteria.
When I read your post I originally thought that maybe you were trying to do something really advanced that can be done declaratively but I'm by no means an expert in code, visualforce, anything like that.
Good luck!