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11-25-2024 09:48 AM
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?
Solved! Go to Solution.
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11-25-2024 10:05 AM
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.
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)
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"
UPDATE THE COMPUTER
Add a new flow action to update a record.
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.
BOOM - Just built your first flow with absolutely zero javascript.
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11-25-2024 10:05 AM
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.
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)
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"
UPDATE THE COMPUTER
Add a new flow action to update a record.
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.
BOOM - Just built your first flow with absolutely zero javascript.
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11-25-2024 11:58 AM
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