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scenario: I have an Account object and an custom object (Employee__c)

Note: Employee__c object has lookup field of Account object.

Whenever the Account record is created then create an Employee__c record and associated the Account record to the Employee__c

The flow should only fires only when the Account recordTypeName = 'Online'

I'm not sure how to filter out the recordTypeId and assigned to Account

Here is what I have done.

  1. Create a variable in the flow to store the recordType Id enter image description here

  2. Use Get Records to retrieve the record type Id enter image description here

  3. Flow: enter image description here

  4. My Account object config. enter image description here

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  • In my Record Trigger Flow I don't know how to execute only when the RecordTypeName = 'Online'
    – Nick
    May 26, 2022 at 1:48
  • 1
    Did you try filtering in the start condition using recordtypeid is as entry condition? May 26, 2022 at 3:39
  • i do not want to hardcode the recordtypeid
    – Nick
    May 26, 2022 at 15:37

1 Answer 1

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Using Decision element you can able to check the account record type.

I have taken contact creation when account created as an example.

Follow the below steps:

1.Select the record trigger flow

2.choose the object and set the criteria when a record is created

3.select Optimize the Flow for: Actions and Related Records

4.choose the decision element.

Replace Record type name with Online as shown in the below screenshot

enter image description here

  1. add the Create record element and assign the values as per your need.

Create employee record and link to account id as shown in the below screenshot.

enter image description here

Final Flow out diagram:

enter image description here

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