Skip to main content

I created a field on the Opportunity called "Is Dinner Sponsorship?" - checkbox / this should mark as TRUE when a Product with a certain name is added to the Opportunity Product table

 

I used a PB that when Product Name CONTAINS Dinner Sponsorship / the field should update

 

On the Update Records part - I am using: [OpportunityLineItem].Opportunity ID

 

However, the field is not

 

Can someone help? 

#flow
1 个回答
  1. 2022年7月7日 16:22
    Hi @Christopher Pustizzi

    You can try with the flow

    Create a record trigger flow from the opportunity product object and enter your criteria as product equals to Dinner Sponsorship.

    Then you can add the update element and select the object as opportunity.

    Entry criteria you can select opportunity equals to record if from the start element.

    Update record values you can set your field and mark as true.

    Please check the below link for example

    https://youtu.be/ca7GrRLJYec

    Thanks

0/9000