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Hey Trailblazers,

 

I'm very new to Flows and am building an opportunity process. I want to trigger the flow based on the Record Type, but I know that hardcoding is a big no-no (@Steve Molis shoutout.) 

 

I'm trying to figure out what's the best way to go about this? I create a custom MetaData type for Record Type IDs corresponding with the text label, but now I'm not sure how to pull them into the criteria to start the flow. 

 

Thanks for your advice!

Clare

 

#Flows #Flow #Automation #Custom Metadata

9 respuestas
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    5 oct 2021, 16:41

    My sincere apologies @Steve Molis lol

    If you're willing to create a new field, you may as well create a formula returning the record type name on Opportunity. You can then use it in the criteria in the start element.

    There was actually a conversation on Twitter about this exact thing (and you replied on it with your now infamous meme)

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