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Customer experience | Sales, Customer Insights,...
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Need help with Flow auto create Default Quote Product only for New Quote (not revised)

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Posted on by 17

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? 

pastedimage1605081322920v1.png

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  • Verified answer
    LuHao Profile Picture
    40,892 on at
    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.

    pastedimage1605088963702v1.png

  • yvka123 Profile Picture
    17 on at
    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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