How to Use Flow Designer to Populate a Field from the previous record?

[beycos]

Hello, 

I want to create a Flow in Flow Designer to automatically populate a field in newly created records based on this conditions. 

1. When a new record is created, if Assigned To is "X" and Impact Category is "Y":

   • The Flow should find the most recent record where:
     • Assigned To is "X".
     • Impact Category is "Y".
   • The value of Z Field should come as a default from the previous record but still be editable in the new record.

     Could you please guide me on how to configure this in Flow Designer? Your help would be greatly appreciated!

     Thank you in advance!

[Ashish Parab · Accepted solution]

Hello  @beycos ,

You can use Lookup Record action in flow designer. This will help to find recent record that match your condition. 

- Select table as per requirement.

- Use data pill to add conditions with Assigned To and Impact Category.

- Order by will sort matched record. You can select created or updated field or something else (record will sort z to a).

Please mark this as "correct" and "helpful" if you feel this answer helped you in anyway.

Thanks and Regards,

Ashish

[Ashish Parab · Accepted solution]

Hello  @beycos ,

You can use Lookup Record action in flow designer. This will help to find recent record that match your condition. 

- Select table as per requirement.

- Use data pill to add conditions with Assigned To and Impact Category.

- Order by will sort matched record. You can select created or updated field or something else (record will sort z to a).

Please mark this as "correct" and "helpful" if you feel this answer helped you in anyway.

Thanks and Regards,

Ashish

[beycos]

Huge Thank you Ashish. it worked.  Very appreciated.

Regards, 

Beyza

[Anand Kumar P · Accepted solution]

Hi @beycos ,

Create a flow with a Record Created trigger for the desired table. Add a condition to check if Assigned To = X and Impact Category = Y, then use the Lookup Records action to find the most recent record matching these conditions. Finally, use the create record action to populate the Z Field in the new record with the value from the most recent record, ensuring it’s still editable.

 

If my response helped, please mark it as the accepted solution ✅ and give a thumbs up👍.
Thanks,
Anand

[beycos]

Thank you for your help Anand. I am very grateful. 

Regards, 

Beyza