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General Setup Help: Using Contains operator in Flow
Hello,
I am a flow newbie trying to migrate some workflow rules over to the tool. I love the decision based paths as this reduces a lot of repeated logic.
However, I just realized using "Contains" as an operator is case sensitive! This is a huge issue since I am pulling from lead and contacts titles in order to assign a buyers persona.
I made a formula utilizing "lower" on title but then the flow didn't like that regarding the before trigger. I changed it to Actions and related records for after but it still doesn't want to use the formula in the variable.
Is there a way I can set this up to evaluate that lowercase title formula? Otherwise I need an unrealistic amount of combinations regarding case and title combinations.
I am also probably missing a major step since I am trying to just make it work off of a few flow videos I watched that had no similar example.
Entry criteria:
Title is not empty
A Record is created or updated
Then I have it immediately going into the first decision using all the set criteria to check if the title contains an HR or L&D term.
(ie. Title contains hr
Title contains h.r.
Title contains human
etc.
Any advice is greatly appreciated.