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Hi,

 

When we create an opportunity, we want to be able to create and attach custom objects to it. For our usecase, an opportunity has multiple devices : escalators, doors, elevators... attached to it that will later be priced independently under the same opportunity.

We would like the user to just enter the number of devices, like : 

 

- 6 elevators

 

- 4 escalators

 

And have those 10 records created automatically and attached to the opportunity. But after the opportunity is created, it should not be possible to edit those numbers, only editing the records directly.

We were thinking about creating a custom Flow for this, but maybe there's a better option ?

Thanks !

5 answers
  1. Aug 19, 2020, 6:40 AM
    Hi Tristan,

     

    You can also use a Process Builder that is based on the creation of an Opprotunity and will create the related objects in the action node
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