I believe I need to use a Flow with loop, but need some direction.
I need the flow to update a field on an opportunity based on picklist values selected by a user. If
System Type = Fire
System Type Level One = Monitor
System Type Level Two = Alarm
Need to bring back value from custom object record = 56, then update field Type Number.
I created a custom object with each possible combination of those 3 fields on the oppty. So, my thought was to Loop through the records to find the right value based on the combination of oppty fields selected by user.
My problem is I am not that great at loops and assignments. Can anyone share a solution? I can learn if I can see my specific problem solved.
Thanks in advance.
Shannon
Hi @Shannon Andreas,
There are three fields of Opportunity (System Type, System Type Level One, and System Type Level Two) of the type picklist.
If the user chooses the below value in these fields:
System Type = Fire
System Type Level One = Monitor
System Type Level Two = Alarm
Then you need to a field on Opportunity(Type Number).
Type Numebr = 56
If you are looking for the same, you can achieve this by the record trigger flow.
Let me know in case you need assistance with the flow.
Thanks
Saurabh