What is the best way to ensure every time my "power study" work type is added to a work order the form "power study" is always applied.
Can i use a flow trigger to add this?
Would be great if on the work type record you can stipulate which forms should be attached.
thanks
You can (sort of).
0. You have designed a data capture flow called "Survey 1"
1. Add a custom text field on WorkType (E.g. "Survey flow name") to hold the name of the Data Capture Flow that fits the work type
2. Edit the Power Study work type and add "Survey 1" in the new custom field
3. Create a flow that triggers on create and update of WorkOrder (when work type is set/changed) and set these values on a new "Form" record: (not that i just used the subject field on WorkType in this example)
Note: it might make sense to add further flow control to ensure surveys that were started cannot be replaced - or to prevent changing record type once the order is in progress.
