Hi guys, I received the following requirements:
Create automation which will take Value from Event_Notes_c field (text) (Lead Object) and put it to Notes_c (text) (Activity Object) only if the next conditionals are met:
1. Primary_campaign_source_c (Look up on campaign field) Lead Object = Campaign (Look up on campaign field) Activity Object
2. Type = "Discovery/Demo" (Picklist on Event Object)
I tried to do it with the flow.
1. Create entire conditionals in Start Element - Where use Is Changed operator
2. Create a Design element and Container Singel Variables
1. For Activity Object > Campaign field
2. For Event Object > Type Field
3. Update record Element
But this does not work from the beginning, even when I tried to Debug the it said The triggering record didn’t meet the condition, if I change the starting criteria for Is Null = False - I receive error on design element.
Do you have any idea where I am wrong?
Or maybe instead of flow is there any other simpler option to satisfy this requirement?
Thanks!
