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I am pretty new with Flows builder.

I am trying to create a flow that updates a picklist field and a checkbox field on Object B's record after 5 days of an expiration date on Object A's.

Object A is a parent of Object B

Example: The expiration date on a Deal object is 4/20/2023 in 5 Day I want a picklist to be set to "Off Market" and a verification checkbox to be unchecked on the Listing object.

1 Answer 1

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You can do this with a record-triggered flow with scheduled paths

  • Run Flow on Object A
  • Entry condition Expiration Date not equal NULL
  • Immediate Path = do nothing
  • Scheduled Path +5 days from Expiration Date

Flow body - Get Records for Object B(s) that are children of Object A (basically ObjectA__c = $Record.Id)

  • Loop through results and set the picklist field on the retrieved Object B's
  • Update Records
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  • Thank you this helps. I seem to get stuck on the last 3 elements. Flow body - Get Records for Object B(s) that are children of Object A (basically ObjectA__c = $Record.Id) Loop through results and set the picklist field on the retrieved Object B's Update Records I can't figure out of to get the record I need. The loop ends everytime I try and it says fail to find record
    – Patrick
    Commented Apr 20, 2023 at 1:53
  • you'll need to use edit and amend your post showing the Flow you have constructed.
    – cropredy
    Commented Apr 20, 2023 at 4:00

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