Troubles Updating a Currency Field on Quote Through Create Triggered Flow

Question

Hi Im going to try to illustrate what I want to achieve through this flow:

Using Quotes I have a Currency Field named AgencyFee__c on Quote And I have a Cross Object Currency Formula named BankFee__c on Quote Line Item Which References BankFee__c (Another Custom Currency Field) On Price Book Entry

So I need to add all the quote line items BankFee__c values and save that sum result in their father Quote AgencyFee__c field

In debug mode it works as expected:

But When I do it Manually in the org, it just doesnt sum any value, and AgencyFee__c remains as 0.

Here is my flow structure:

Getting Quote Line Items

Adding each one of their BankFee__c values into one variable

Updating AgencyFee__c in Quote with the result of that sum

As you can see, the string "Help Me" is being updated, but something is wrong with the loop or the currency fields. But I cant figure out what the problem is.

Answer 1

The reason you are observing this is most likely because during Debug, you used a Quote w/ Line Items as the test record.

But at runtime (live), if the Flow is triggered when a record is created, then it will be triggered when the Quote is created which occurs before any line items have been created.

You'll need to change the flow triggering criteria to either:

• When the number of line items equals some Quote.Expected__Number_Line_Items__c
• When the quote's status changes to some value indicative of all line items being entered
• Change the flow entry criteria to be on creation of each Quote Item (assuming the business requirements can be met.

Bottom line, you need to either do the logic when you know all the line items exists or do the logic on a triggering event on each line item.