Need help with Flow auto create Default Quote Product only for New Quote (not revised)

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Posted on by yvka123

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Hi everyone,

I am stuck with a flow that I am trying to create and hope someone can help me here.

I have created a flow that automatically creates a default product whenever a new quote is created, so the users just simply can fill in their price per unit.

This works fine. The issue now is, whenever someone wants to revise a quote, there is of course the quote product from revision id 0 but also as soon as its saved the auto created default product that now has to be deleted manually everytime the quote is revised.

I thought I could solve this in adding the condition to the flow that it should only auto create the default product when no other product already exists. And here I'm stuck... I know that I somehow have to use "list records" but I can't get the flow to work...

Can anyone help me with this?

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yvka123 162 on at

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RE: Need help with Flow auto create Default Quote Product only for New Quote (not revised)

Amazing :)) And so easy! Thank you !!
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LuHao 40,872 on at

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RE: Need help with Flow auto create Default Quote Product only for New Quote (not revised)

Hi yvka123,

We just need to set Filter expression of trigger to revisionnumber eq 0.