What is the easiest way to update the Opportunity Name to be "Opportunity Name - Renewal" when a field on Opportunity called "Renewal" (checkbox) is populated as True?
This can happen before creating the Opportunity or updating After
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Eric Praud (Activ8 Solar Energies)Hi Christopher
You coudl create a record-triggered flow on Opportunity that works on creation and update, before save
The criteria can simply be
Renewal equals Global constant true
Create a formula variable returning a boolean:
OR(ISNEW(), ISCHANGED($Record>Renewal))
Add a decision to check if this formula equals true. If not, stop the flow, if yes, continue to an Assignment:
$Record>Name Equals $Record>Name - Renewal
Save and activate the flow.
This will only work for newly created or updated Opportunities where the Renewal checkbox is selectd.
You'll have to either update the existing Opps with the data loader, or you could create a scheduled flow on opportunities, running once.
Criteria would be checkbox equals Global COnstant True
Add an Update record and choose to update the record that started the flow.
No criteria and update the $Record> Name with $Record> Name - Renewal
SAve and activate the flow and the existing Opps will be updated when your schedule is set
