Hi,
I'm new to Flow Builder and looking for some help please.
When a Quote Line Item with the product 'New Platform Integration' is added to a Quote, I want to mark a custom checkbox called 'Has New Integration?' on the related Quote record as 'true'.
Is this possible, and if so, how can I achieve this using Flow Builder? (We use CPQ if this helps at all)
Thanks! :)
#Flow3 个回答
Ines Garcia (get: Agile) Forum Ambassador
Hi Abbie,
so what have you tried so far? best with flows is to get to play with them
So sounds like the logic is there, start when new product is added, then decision element to spot if product = X, if yes path to look related ID of quote from the quote product that triggered the flow, then update record whenre quote ID = to the found quote ID