Cancel multiple records using Flow Designer.

Insider
Giga Guru

Hello All.

I have created a Flow with few approvals where after all the approvals a Deal Status will be changed to = "Approved".
Requirement:

When a new Deal gets into Approved state this must change the old Deal state to = "cancel", Deal comment ="canceled by <New Deal Number>".

I am thinking to lookup the deal record but not sure how to cancel previous records and add Deal comment.

Please Suggest!

 

6 REPLIES 6

Mayur2109
Kilo Sage
Kilo Sage

Hi @Insider ,

 

You can achieve this by calling script include by triggering action in flow based on condition Deal Status will be changed to = "Approved", you should have a relation between new deal and old deal to change the state of old deal & to add comment on it.

 

Please check and Mark Helpful and Correct if it really helps you.

Regards,
Mayur Shardul

 

Hello Mayur,

 

Thank you for your response.

I already create a BR for this and it is all working fine.

But I wanted to know if i can achieve all this using only FLOW.

like flow script or any custom variables?

Hi @Insider ,

 

Check the below video that tell you how you can update the records based on trigger conditions. This might help you with the same logic which you are using for BR in script.

https://www.youtube.com/watch?v=sXuKaV9aSNQ 

 

Please check and Mark Helpful and Correct if it really helps you.

Regards,
Mayur Shardul

Yeah, i have watched this.

I am new to Flow Designers. So, just not sure can i just use the same code in Flow Script also.

Can i send you the script i am using in BR?