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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

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi yvka123,

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

    pastedimage1605088963702v1.png

  • yvka123 Profile Picture
    17 on at

    Amazing :)) And so easy! Thank you !!

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