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Rajesh Singh 88
update child records field based upon parent record field data using flows
I am new to Flows and having a hard time to implement the logic I am working on. I have a requirement to update the child records(object : Group Segment) picklist field to Status : 'Completed' when the parent record(object : Case) Status is 'Closed' using Flows.
Can someone please guide/help me on this.
Can someone please guide/help me on this.
Rajesh one challange is here in Record Trigger Flow we don't have the option to check whether the Case Staus ISCHANGED or Not once the case got closed. We have this feature in Spring 21.
https://releasenotes.docs.salesforce.com/en-us/spring21/release-notes/rn_forcecom_flow_fbuilder_prior_values_flow.htm
https://www.salesforce.com/form/signup/prerelease-spring21/
Also refer the below blog, Where we have the same scenario but Account and Contacts. I got this blog after i have finished the above flow in my dev org. Since my reply got delayed here.
https://www.accidentalcodersf.com/2020/12/prior-value-in-record-triggered-flow.html
Thanks,
Maharajan.C
All Answers
Greetings!
You can achieve this using the Process builder alone as well.If you have requirement to achieve the same by building the flow then you can refer the sample flow given in the link:
https://forcepanda.wordpress.com/2018/10/21/update-multiple-child-records-at-once-using-visual-flow/
If you change your mind to use process builder then refer the sample prcess builder:https://force-base.com/2016/10/02/process-builder-update-child-records-based-on-changes-in-the-parent-record/
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
Thanks for the suggestions!
Actually I don't have a option to go with Process Builder/Apex otherwise it would have been straight for me to implement.
I have to go with After Save Update flow for my requirement.
Regards,
Rajesh
Please follow the below screenshots:
Setup -> Flows -> Record-Triggered Flow
1. Start Element : We will choose the Record Triggered Flow of type After Update and Object Case.
2. Get Records: Add the Get Records from Elements.
3. Decision Element : To check if any Group Segments were found for the Case
5. New Record Collection Variable : To store all Group Segments that is going to updated at end of Loop.
6. Assignment Element : To assign field values to Group Segment Status Fieldd to Completed in Loop one by one.
7. Assignment Element : To add this Single GS Record in each iteration to new Record Collection Variable created in step 5.
8. Update Element : To update the GS Records in the Collection after Loop Finishes
Rajesh one challange is here in Record Trigger Flow we don't have the option to check whether the Case Staus ISCHANGED or Not once the case got closed. We have this feature in Spring 21.
https://releasenotes.docs.salesforce.com/en-us/spring21/release-notes/rn_forcecom_flow_fbuilder_prior_values_flow.htm
https://www.salesforce.com/form/signup/prerelease-spring21/
Also refer the below blog, Where we have the same scenario but Account and Contacts. I got this blog after i have finished the above flow in my dev org. Since my reply got delayed here.
https://www.accidentalcodersf.com/2020/12/prior-value-in-record-triggered-flow.html
Thanks,
Maharajan.C