Creating a Flow to update the App Dashboard Application Label
- Navigate to Setup and search for Flow.
- Click New Flow.
- Choose Start from Scratch.
- On the Select Type page, choose Record-Triggered Flow; and click Create.
- In the Select Object picklist, select the Application object (TargetX_SRMb__Application__c).
- Set Configure Trigger to trigger the Flow when a record is created or updated.
- In Set Entry Conditions, select the following options:
- Condition Requirements should read All Conditions are Met
- Create two field conditions:
- Application: Possible Academic Major Does Not Equal blank
- Application: Start Term Year Does Not Equal blank
(Note: These are blank/null values, not the word “blank”)
- When to Run the Flow for Updated Records – select Every time a record is updated and meets the condition requirements.
- Optimize the Flow for: select Actions and Related Records.
- Save the flow. Name the flow Update Application Display Label and enter a Description.
- Create a resource.
- Click on the Toolbox on the left-hand side of the page.
- Select New Resource.
- Resource type should be Formula.
- Create a unique API name (such as appDashboardFormula) and enter your preferred description.
- Select Text as your Data Type.
- Formula – please paste in the following, and click Done:
TEXT({!$Record.TargetX_SRMb__Possible_Academic_Major__c}) & ' - ' & {!$Record.TargetX_SRMb__Start_Term_and_Year__c} & ' - ' & TEXT({!$Record.TargetX_SRMb__Level__c})
Note: You can edit this formula to use the fields of your preference.
- Choose Done to return to the Flow view, then click the small circle after Run Immediately under the green Record Triggered Flow Start element:
- Add an Update Records element under Data.
- Provide a Label/Name and description. This name cannot be the same as your flow name.
- For How to Find Records to Update and Set Their Values – select Use the application record that triggered the flow.
- Set Filter Conditions: Condition Requirements to Update Record – should read None – Always Update Record.
- Set Field Values for the Application Record:
- Field should be the Application: App Dashboard Application Label field.
- For Value, click the magnifying glass and select the name of the formula resource you created in Step 11.
- Save your Flow.
- Debug your Flow.
- If the Flow populates the field as desired, choose Activate.