Hi!
We have a custom object, Forecasting, created from the Opportunity object.
There are 4 fields from the Opportunity that are also on the Forecasting we need to copy over.
I've mapped those to copy over via Flows, but when we create a Forecast from an Opportunity, the fields don't populate. They only populate if we then go back to the Opportunity and Edit/Save.
The flow runs from Opp to Forecast because we need the Opp fields to carry to Forecast, but I can't figure out how to have the fields populate from Forecast creation. Any thoughts?
#CRM Configuration #Flow #Custom Fields #Custom Objects #Opportunities
Eric Burté (DEVOTEAM) 
Forum Ambassador
Hello @Samantha Miller, record triggered flows are launched on record creation/update
If you want the forecast fields to be filled in after forecast creation, based on linked opportunity, your flow will need to be based on forecast object creation/update, getting data from linked opportunity, and update the forecast in fast update mode.
Based on the 1st part of your post, I assume your flow is triggered on opportunity creation/update, and not on forecast creation/update.
Eric
