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Eric Blaxton
Pass current Opportunity ID into Flow variable
Good morning and thanks in advance,
Requirement is when a new opportunity is created:
1.Lookup an Opportunity Team Member name whose role equals "Primary SE"
2.Copy that name into a custom field on the opportunity. Field name is "SE"
I was told to use a Process to trigger a Flow where most of the logic willl be placed.
One question so far:
1. How to pass the current op id into the flow, so the flow knows which op to update
Requirement is when a new opportunity is created:
1.Lookup an Opportunity Team Member name whose role equals "Primary SE"
2.Copy that name into a custom field on the opportunity. Field name is "SE"
I was told to use a Process to trigger a Flow where most of the logic willl be placed.
One question so far:
1. How to pass the current op id into the flow, so the flow knows which op to update
All Answers
Then create a process using process builder. Select the object "Opportunity" and "only when a record is created" for Start the process and click save.
Set the conditions in "Define Criteria for this Action Group" and click save.
In the immediate actions section, add a new action and in the action dropdown select Flows. Specify the action name and in the Flow drop down select the flow you want to launch.
In the Set Flow Variables section select enter opportunityId, set the type as Reference and the value as [Opportunity].Id, and clidk Save and activate the process.
Hope this helps.
One more thing. I may have designed this wrong. I was assuming the Default OP team was assigned to a New Op upon creation of the record. How do I access the current users default op team, find the id of the person in a certain role and populate custom fields on the op.
I can do almost all of this. The exception is my own Default Op team Se is being assigned to all new ops even if i am signed in as another user?