I didn't see anything about automating the naming of Deliverables, so I thought I'd share what I came up with, in case it helps anyone. Open to other thoughts and suggestions.
I created a "New Deliverable" Action on Opportunities and a "Before Save" Flow to update the Deliverable name upon create or edit.
"New Deliverable" action:
- Setup->Object Manager->Opportunities->Buttons, Links, and Actions
- New Action
- Leave Action Type as "Create a Record"; Target Object=Deliverable; Label=New Deliverable; Save
- Edit Layout - remove Deliverable Name and add the fields you want users to populate when creating a new Deliverable. Consider adding Type, Due Date, Requirements, "Assigned to" (if you have created that field). Consider making fields required here - perhaps Type and Due Date. Save
- Predefined Field Values section at the bottom: Field Name: Deliverable Name, formula value = "x" (include the quotation marks (this is a placeholder until the Flow populates the name)
Flow:
- Setup->Flows->Record-Triggered Flow
- Start element: Object=Deliverable, Trigger: Record is created or updated, No Entry Conditions, "Fast Field Updates"
- Add an "Update Records" element: Leave it set to "Use the deliverable record that triggered the flow," No Filter Conditions, Set Field Values: Field=Name,
- Value - create new Resource (I called it vConcatenatedName) - Data Type=Text, Formula = {!$Record.npsp__Opportunity__r.Name} & " - " & TEXT({!$Record.npsp__Type__c}) & " - Due: " & TEXT({!$Record.npsp__Grant_Deadline_Due_Date__c}). This will produce Deliverable Names that look like this: <Opportunity Name> - <Deliverable Type> - Due: <Deliverable Due Date>. Modify the formula to meet your own naming convention/needs.
- Save (I called mine "Deliverables - Before Save - Update Name", Debug, Activate, and Test the Action and Flow. Create New Deliverables and modify existing Deliverables.
Please let me know if this helps or what other thoughts you may have.
#Power Of Us HUB #Power Of Us Hub Community #NPSP #Grant Deliverables
