Lookup field Update : Flow

  • Click on New Flow.

  • Select Record Triggered Flow.

  • Click on Free form.

  • Select File Request object.

  • Select when a record is created.

  • Drag Decision Element on to the Canvas

  • Select All conditions are met and set conditions.

  1. Parent Record id – Is Null – False.

  2. Parent Record Id – Starts with – first three digit of parent record id (eg: 003).

  • Drag Update Records Element on to the Canvas.

  • Select the field to update and provide parent record id in value.

  • Connect all the elements on the canvas as shown below and save the flow.

  • Debug the flow and activate it.

 

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