Hey Sudipta, great video! I don't know if anyone else has pointed this out yet, but as an alternative to creating formula fields on the source object, you can map any compatible field (e.g. Case.ClosedDate to Opportunity.CloseDate) and then click the target field, click "fx" to edit the formula, and enter a formula that doesn't reference the source field (e.g. "Today() + 15") - this removes the mapping, but leaves the formula in place. Works a treat. ;)
Nice explanation but this is another kind of assignment that's it and in order to default the values I think we can probably assign the values before the record creation flow element.
Thanks for this demo! Quick question, in you screen flow, the first component was a "Screen" displaying all the accounts in a picklist. How were you able to get that list of all accounts without using the Get Records?
Hello @bocchhii, I have used Picklist where the choice is basically a Record Choice Set. While configuring the Record Choice Set, I have selected Object as Account, no filter criteria (means fetch all accounts), and Sort Order as Ascending by Name. That way the variable gets all the account names. Hope this will help you. Otherwise, let me know. Thanks !!
Can we able to create multiple recrods. We are able to add the records to collection on for loop then we are assign the values from case to opportunities then insert or update that records collections
Yes, we can create multiple records. Here is the video where I covered one simple use case of creating multiple records using Transform element: ua-cam.com/video/9UMCC1fO-jY/v-deo.html
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Hey Sudipta, great video!
I don't know if anyone else has pointed this out yet, but as an alternative to creating formula fields on the source object, you can map any compatible field (e.g. Case.ClosedDate to Opportunity.CloseDate) and then click the target field, click "fx" to edit the formula, and enter a formula that doesn't reference the source field (e.g. "Today() + 15") - this removes the mapping, but leaves the formula in place. Works a treat. ;)
That’s a great feedback. Thank you for sharing this. I will include this trick in my next video.
Thanks for explaining this type of videos. Please keep doing the videos in future.
Thanks, will do!
Thank you, Sudipta for this great video. Very informative
My pleasure 😊
Nice use case. Yes formula can be used!
Yes it is! Thank you for the feedback !!
Nice explanation but this is another kind of assignment that's it and in order to default the values I think we can probably assign the values before the record creation flow element.
Yup, exactly what I was thinking.
you mean to say in mapping, do no mapping for stage then using assignment element, we assign default stage value then use create element?
You can use the formula to prepare default value.
Thanks for this demo! Quick question, in you screen flow, the first component was a "Screen" displaying all the accounts in a picklist. How were you able to get that list of all accounts without using the Get Records?
Hello @bocchhii, I have used Picklist where the choice is basically a Record Choice Set. While configuring the Record Choice Set, I have selected Object as Account, no filter criteria (means fetch all accounts), and Sort Order as Ascending by Name. That way the variable gets all the account names. Hope this will help you. Otherwise, let me know. Thanks !!
One small doubt ;) How you are passing AccountId from Home page to get case records? are not passing any accountId?
Can we able to create multiple recrods. We are able to add the records to collection on for loop then we are assign the values from case to opportunities then insert or update that records collections
Yes, we can create multiple records. Here is the video where I covered one simple use case of creating multiple records using Transform element: ua-cam.com/video/9UMCC1fO-jY/v-deo.html