I have 3 custom objects: Consultant Profile Service Project Resource Assignment (Junction b/w above 2) Requirement: When All the Service Projects are updated to Completed status via picklist (other values: Canceled, In Progress, and Proposed) then change the Consultant Profile status to On Bench (other values: Assigned, and Out of Office).
Is this requirement possible to achieve via Flow? If so, then how? Currently I am triggering it on Service Project status = Completed
Thanks!!
#Flow
1 respuesta
Your trigger is fine, but you need to check all related projects, not just the one being updated.
Approach:
- Trigger flow on Service Project (Status change)
- Get related Consultant Profile(s) via Resource Assignment
- For each consultant, check if they still have any active projects (In Progress / Proposed)
- If none → update status to On Bench
- If any remain → keep as Assigned
