Custom stage field and Flow Stage Sets

[Mike49]

I created a new Stage field on the Case table and I want the stage set within a Flow to update this stage field.  Basically I want the same functionality that Stage Sets within a Flow updates the RITM stage field.  

Has anyone done anything like this?

[John Gilmore]

Setting this type of Field and Flow up isn't difficult but we will need some more details on exactly what you are trying to do.

At its most basic you just have to know what your trigger is for the flow, then configure the flow with the logic to determine what value it is setting your stage field to. With a proper description of the use case we could recommend the proper trigger and provide an outline of steps for the flow.

If I assume you are just trying to update one field whenever another is changed then we can do this quite simply.

Trigger: When the trigger field is updated.
Flow Step 1: Lookup Record for Stage field to be updated.
Flow Step 2: Determine value stage field needs to be updated to (if the value of both fields is identical then this stage is not necessary).
Flow Step 3: Set the value of the stage field on the record from step 1 to the value from step 2 (or the value of the trigger field).

[Mike49]

Hi John,

Here is some context of what I'm trying to accomplish:

We have a customer facing catalog and we want to use a record producer to open a case record and then internal teams will get assigned case tasks.  As part of the Flow for the record producer, I created a Stage Set and attached it to the Flow.  My hope is that I can add one of the Flow stages between some actions and have it automatically update the custom stage field on the case table.  

Hopefully this helps.