Using Process Builder to call the flow on record create. I have a Contractor object. When a new Contractor is created, I need to auto create 12 (one per month) Time Sheet object records (regardless of what month or how many months left in the year, I still need 12 records created). Each record will be for each month & has the Start & End of the Month (2 fields - both of which I can calculate using formulas). Each new Time Sheet record will reference the Contractor (name & supervisor) directly from the parent record. I looked into creating a single record using Process Builder & Cloning the record in flow, but couldn't figure out how to create the remaining 11 months. I'm a flow novice so guidance is greatly appreciated.
1 Answer
You can create a loop counter which keeps count of number of records to create.
It will be similar to below flow
Step1: You create the process builder which calls the flow(contractor Id needs to be sent to the flow)
Step2: On the flow, You will lookup contractor id which was passed from process builder
Step3: Create a assignment variable and initializes it's value with 0
Step4: A decision logic block to see if assignment variable < 12
Step5: If true, create a new time sheet record.
Step 6: Increment the Loop counter
