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Hi,

 

I have created a flow that creates an opportunity from a custom button on Case.  The user selects a product using a screen choice.  This works fine but I am having problems setting the Opportunity name.

 

Our criteria for Opportunity name is:

 

Account - Product - Year

 

I have used an assignment to set the opportunity name (I couldn't work out how to get 'space - space' in between so have put '. - .' instead, it is close enough for the moment).

 

The assignment looks like this:

 

Including product screen choices in opportunity name using Flow

 

My oportunity name comes out like this:

 

ABC LTD. - .{Product}. - 2017

 

The account name is fine, the spacing works but instead of the product selected in the screen choice, I get the variable name instead.

 

What have I done wrong?

 

Thanks!
1 件の回答
  1. 2017年3月22日 12:21
    Sara , are you storing a value in each of your choice elements?

     

    Sara , are you storing a value in each of your choice elements? This is a vital step in order to populate the Product name in the Opportunity name.

     

    This is a vital step in order to populate the Product name in the Opportunity name.
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