question Re: Flow Designer Create Record during Look up field values from another table in Developer forum

Flow Designer Create Record during Look up field values from another table

Rafaeloneil — Mon, 07 Mar 2022 21:09:40 GMT

Good afternoon people,

I'm getting started with Flow Designer and I'm stuck on how to create a new record in 

a table(sn_customerservice_base_follow_up_detran [Target Table]) based on the values of 

another table(sn_customerservice_case [Origem Table]😞

--------------------------------------------------------------

TRIGGER: Run Once

ACTIONS:
1. Look Up Target Table
2. For Each Item in Target Table Records
-- 2.1 Delete Record

3. Look Up Origem Table
4. For Each Item in Origem Table Records
-- 4.1 Create a new Record in Target Table
 * Fields Target Table with Fields Origem Table

My Flow:


Basically I need to get all the cases identified in the 1st Filter and pass the values of some fields to another table.

Can someone show me how to perform this action correctly?

Re: Flow Designer Create Record during Look up field values from another table

Dan H — Mon, 07 Mar 2022 21:42:23 GMT

Hi,

Step 5 is iterating through each of the Case Records found in step 4.

On the right of the window, where you see the data pills, you should expand the Case Records.

Take the values that you want from the Case Record using the data pill from the expanded case record list and put them into the field value for the new record. Where you currently have ?????.

Example:

After my For Each, I have access to the HR Case Records, I expand it and I can see the fields on the HR Case. I take the fields I want and set them as the value for the fields in the new record.

Hope this helps.

Please mark my answer as Correct/Helpful based on impact

Regards,

Dan H

Re: Flow Designer Create Record during Look up field values from another table

Rafaeloneil — Tue, 08 Mar 2022 21:13:43 GMT

Hi Dan,

Thank you, I understood how it works.

Now I don't know if I can take the opportunity but when running the Test I get the error:

When analyzing the Table does not exist, I have an active ACL and the access permissions are also active

Both objects are created in the global scope,

Could you give me some guidance?

Re: Flow Designer Create Record during Look up field values from another table

Dan H — Tue, 08 Mar 2022 21:27:35 GMT

Hi,

I'm not 100% sure, but this is worth a check:

Check if the caller access on table "sn_customerservice_base_follow_up_detran" has Caller Access as "Caller Restriction"

So whenever this table is being read from other scope it would create an entry into Restricted Caller Access table with Status as Requested

Try searching for this table and source scope as your custom scope, try to find if you can see your record and if the Flow has created an entry into this table.

Some filters that may help find the records:

1) Target Table - sn_customerservice_base_follow_up_detran

2) Target Type - table

3) Operation - Read

4) Status should be set to Allowed

If you find a record, you want to change the status to Allowed

Hope this helps.

Please mark my answer as Correct/Helpful based on impact

Regards,

Dan H

question Re: Flow Designer Create Record during Look up field values ​​from another table in Developer forum

Flow Designer Create Record during Look up field values ​​from another table

Re: Flow Designer Create Record during Look up field values ​​from another table

Re: Flow Designer Create Record during Look up field values ​​from another table

Re: Flow Designer Create Record during Look up field values ​​from another table

question Re: Flow Designer Create Record during Look up field values from another table in Developer forum

Flow Designer Create Record during Look up field values from another table

Re: Flow Designer Create Record during Look up field values from another table

Re: Flow Designer Create Record during Look up field values from another table

Re: Flow Designer Create Record during Look up field values from another table