Auto generate records

VSN
Tera Expert

i have a requirement to auto generate costplan records. 

1. I am creating new program record and giving the start date on it.

2.and creating a project record for that program record.

3. once project record was created i also need to  automate the process to create a 3 cost plan for the project.(with out manual creation).

4. those 3 cost plan are like if we select start date as 12/03/2024 then costplan records are FY2025/26/27.

5 REPLIES 5

Mark Manders
Mega Patron

And what is your question? This seems like a straightforward flow to create those records after insert of the project record. You can easily create records from there.


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Mark

my requirement is auto creation of costplans for the project, based on program start date

And why not just create a flow on creation of the project, creating your costplans? You can pull all of the information from you trigger into your newly created records.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

I don't think flow will help in this requirement. Records should be creation of based on the start date selected inthe program.