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


Showing Assignment Group name on a record

The following example shows adding and populating the Assignment Group name on Cases but instructions are the same for other objects as well.

 

1.    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

 

2.    Go to Setup | Create | Workflow & Approvals | Flows

  • Create a new flow by clicking the "New Flow" button
  • Go to the Resources tab and create a new SOBJECT Variable (you can choose your own Object e.g. Lead instead of Case):

  • Go to the Resources tab and create a new Variable as follows:

  • Go to the Palette tab and create (drag & drop) "Record Update" from the DATA (you can choose your own Object e.g. Lead instead of Case):

  • Go to the Palette tab and create (drag & drop) "Record Lookup" from the DATA:

  • Save the Flow with Type Autolaunched Flow:

  • Press the Close button on the flow and on the next screen, click on the Activate link (in the Actions for the flow)

 

3.    Go to Setup | Create | Workflow & Approvals | Process Builder

  • Click the New button and create the Process as follows:

  • Press the Save button
  • Click on the Add Object and select Case (you can choose your own Object e.g. Lead instead of Case)

  • Choose the option to "Start the process" as above and press the Save button
  • Click on Add Criteria and choose "Criteria for Executing Actions" as follows:

  • Press the Save button
  • Click on Add Action, select "Action Type" to Flows and select the Flow created in the above step 2

  • Select the "Flow Variable" created in the above step 2 and select Case in the "Value" (you can choose your own Object e.g. Lead instead of Case) and then select the first option on the pop-up as follows and press the Choose button:

  • Press the Save button
  • Press the Active and then Confirm button to activate the Process

 

The Process and the Flow are now ready and will populate the Assigned From Group field on Cases.

 

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

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