I have custom fields on the opp object. When that custom field is updated, I want to stamp a 1 into another custom field that will be used for summary reporting on the opportunity type reports. I'm curious which field type should be used for this - thinking formula?
Example:
Custom Field A: updated from blank to new field value
Custom Field B: updated from blank to 1
Opportunity Type Report: sum of custom field B's with a 1
4 件の回答
Try using a record triggered flow (when record is updated).
Following the example you mentionned A will be the triggering object, while B is to be updated by the flow.
PS: Read about Get and Update Record actions in flow builder.
Thanks!
