0

I'm working on a flow that'll ask the user for values (text, and picklist values) and create a record and relate existing records to it.

The picklist is a record set of existing records that I need related to the new record. I'm new to flows but I can't seem to get this to work. My searching showed how to do it with triggers but I need to do this 100% in a flow. Any suggestions?

If it matters these are all custom objects

0

What you're describing sounds like what in Flow is known as Dynamic Record Choice. This is a feature of Visual Workflow that allows you to present records as options that are queried when the flow is run -- in contrast to static options that you hard-code into your Flow, or a options you derive from picklist field configurations.

See the Cloud Flow Designer Guide for more info: https://developer.salesforce.com/docs/atlas.en-us.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_designer_elements_screen_dynchoice.htm

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.