I am trying to figure out a way to dynamically update a custom picklist field called Account.[Region] based on an inputted shipping state (text field). The reason we're not considering a formula field is because we want the Region field to be editable.
I've created a custom metadata type called Region Assignment that illustrates how the Region field should be updated if the corresponding shipping states are inputted by end user.
I tried a process builder referencing to the Region Assignment custom metadata type but I don't think it dynamically updates the region field. The second thing I tried is creating a flow but I am stuck right at the decision portion of the flow:
- I am able to create a flow that hosts the incoming shipping state in the *VarT_ShippingState variable (this will be included in a process builder to kick off the flow later)
- I am able to get region assignments from the custom metadata type and reference each region assignment, and attempted to see if one of the variables contains the VarT_ShippingStates or not
So far, this flows works up to a point that returns a boolean evaluating whether the custom metadata type contains the incoming variable or not; however, I can't figure out how I can dynamically update the region field based on the assigned shipping states.
Am I heading the wrong direction? Any help on this would be helpful, thanks!