Copy location fields from asset to computer table

Abishek1998
Tera Contributor

Hi all,

 

There is a field in asset table named location. when ever the location field here gets updated, the location field present in computer table should be updated. I can do this in business rule but I have been said to do in Flow Designer. I am new to flow designer and I need to know the step by step process. Can someone guide me?

1 ACCEPTED SOLUTION

Uncle Rob
Kilo Patron

 

DEFINE THE TRIGGER

Its critical that your Run Trigger is "For Every Update" since you may change the location multiple times in the life of the record and you want this to run each time.

UncleRob_1-1732557228868.png

LOOK UP THE COMPUTER
You'll want to use the flow action of Look up Record (there's a singular and a plural version... you want the singular)

UncleRob_2-1732557322749.png
And once you pick it you have to give it instructions for the lookup.  To do this you get to use my favorite part of Flow Designer.  Drag & Drop properties from the "Data Picker".  Here I'm assuming you want to look up the Computer record that is referencing your Asset.  So "Asset is equal to whatever my trigger record is"

UncleRob_3-1732557489711.png
UPDATE THE COMPUTER

Add a new flow action to update a record.

UncleRob_4-1732557590363.png

Use the drag and drops again.  The record you want to update is the one you just used the Look Up Record action for.  So drag it into the Record parameter.  The Trigger Record contains the location value you want to update... so drag it into the field placeholder for Location.

UncleRob_5-1732557789286.png

 

BOOM - Just built your first flow with absolutely zero javascript.

 

 

 

View solution in original post

2 REPLIES 2

Uncle Rob
Kilo Patron

 

DEFINE THE TRIGGER

Its critical that your Run Trigger is "For Every Update" since you may change the location multiple times in the life of the record and you want this to run each time.

UncleRob_1-1732557228868.png

LOOK UP THE COMPUTER
You'll want to use the flow action of Look up Record (there's a singular and a plural version... you want the singular)

UncleRob_2-1732557322749.png
And once you pick it you have to give it instructions for the lookup.  To do this you get to use my favorite part of Flow Designer.  Drag & Drop properties from the "Data Picker".  Here I'm assuming you want to look up the Computer record that is referencing your Asset.  So "Asset is equal to whatever my trigger record is"

UncleRob_3-1732557489711.png
UPDATE THE COMPUTER

Add a new flow action to update a record.

UncleRob_4-1732557590363.png

Use the drag and drops again.  The record you want to update is the one you just used the Look Up Record action for.  So drag it into the Record parameter.  The Trigger Record contains the location value you want to update... so drag it into the field placeholder for Location.

UncleRob_5-1732557789286.png

 

BOOM - Just built your first flow with absolutely zero javascript.

 

 

 

Uncle Rob
Kilo Patron

By the way... if you want an easy intro to Flow Designer, I've got a 20 video playlist over on Youtube that's pretty well regarded.
https://www.youtube.com/playlist?list=PLkQDoKoP0MAOMa7o_B8_hhtzoXMA7ZQaJ