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Need help to draft a logic in flow designer

Deepika Jain
Tera Contributor

Hi All,
I have a requirement to attached a service commitment in a Service offering record whenever a any new service offering record is created.

Requirement: There are 8 service commitment (commitment) record, so whenever any service offering record is created, below flow should run and attached those 8 service commitment record in a that newly created service offering.
Below are the reference screenshot of my flow.

DeepikaJain_0-1760424304193.png

DeepikaJain_1-1760424619679.png

 

 

2 REPLIES 2

Shubham_Jain
Mega Sage
Mega Sage

@Deepika Jain  Logic looks correct. Are you facing any challanges in exection?

✔️ If this solves your issue, please mark it as Correct.


✔️ If you found it helpful, please mark it as Helpful.



Shubham Jain


nityabans27
Giga Guru

Hi @Deepika Jain,

You need to automatically attach 8 predefined Service Commitments to every new Service Offering created.

Here’s how to handle it:

  1. Create a Flow on the Service Offering [service_offering] table.

  2. Trigger: When record is created.

  3. Add an Action (or Script step) to:

    • Query the Service Commitment [service_commitment] table for the 8 predefined records (you can filter by name or a specific tag).

    • For each record found, insert a record into the Service Commitment Relationship table (usually service_commitment_m2m or service_commitment_service_offering) linking it to the newly created Service Offering.

  4. Test by creating a new Service Offering — it should automatically get all 8 commitments linked.

Alternatively, you can do the same via a Business Rule (after insert) if you prefer a scripted approach.

 

 

If you find my answer helpful then please accept it as solution and mark it helpful.