How to add and populate Assignment Group Name fields on a record using Flow

Showing Assignment Group name on a record

Are you looking for a way to add and populate Assignment Group Name fields on a record i.e. Case? We've got you covered! Read on to learn how to set up this automation quickly and easily.

Create Fields

Create a new Field in the Case Object as follows (you can choose your own Object e.g. Lead instead of Case):

• Field Name: Assigned From Group Name
• Field Data Type: Text
• Field Length: 255

Salesforce Flow

To get started with setting up the Salesforce Flow needed, follow the instructions below: 

1. Click on the gear icon  on the top-right of your screen and select Setup

2. Locate the quick find on the left side of your screen and type in Flows and Click on the first returned result under Process Automation.

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3. Locate and click on the New Flow button on the right of your screen

4. Choose the Record-Triggered Flow type from the available options and click on the Create button. This will automatically load the Configure Start pop-up.

   1. In the Object lookup, select Case

   2. Under the Configure Trigger section, for Trigger the Flow when: select A record is created or updated

   3. Under the Set Entry Condition section, for the Condition Requirements drop-down, select All Conditions Are Met (AND) and set the following conditions: 

      1. Click in the Field lookup and select the Assigned From Group field from Case object

      2. For Operator, select Is Null from the options

      3. Click in the Value option search for False and select {!$GlobalConstant.False}

      4. Click on the + Add Condition button

      5. Click in the Field lookup and select the Assigned From Group field from Case object

      6. For the Operator, select Is Changed from the options

      7. Click in the Value option search for True and select {!$GlobalConstant.True}

      8. 

   4. For the Optimize the Flow for: options, select Fast Field Updates 

   5. Click on Done 

5. Click on the plus sign after the Start element 

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6. Choose the Get Record element to use

7. When the New Get Records pop-up loads, enter the Label as Get Assignment Group Details

   1. From the Object lookup, select QA Assignment Group

   2. Under Filter QA Assignment Group Records section, for the Condition Requirements drop-down, select All Conditions Are Met (AND) and set the following conditions: 

      1. Click in the Field lookup and select the Id (Record Id) field from QA Assignment Group object

      2. For Operator, select Equals from the options

      3. Click in the Value option search for record and select $Record > Assigned From Group {!$Record.ortoo_qra__Assigned_From_Group__c}

      4. Keep the rest of the settings as is and click on Done

8. Next up, choose Update Triggering Record element to use

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   1. When the New Update Records pop-up loads, enter the Label as Update Add Assignment Group Name to Case

   2. Scroll down to the Set Fields Values for the Case Record section

   3. For Field choose the Assigned From Group Name field from the Case object

      1. Click inside the Value field and choose Get Records ( Get Assignment Group Details) > and then choose the Name

      2. Click on Done button

9. Save and Activate the Flow

The Flow is now ready and will populate the Assigned From Group Name field on Cases.

Please contact us at support@ortooapps.com for any questions.