How to create a flow based off of Account Status

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Posted on by USA80

I have an Account entity and a XYZ entity.

On the XYZ I have a field called ABC. This ABC field value will make up the name field for this record. Example, if ABC has a value of Hello, then the name field would be Hello.

Now, I also need to get the status reason from the account that is tied to the ABC record. So if the Account status reason is Active, I need the name field on the ABC record to be Hello - Active. If the status reason on the account changes to Inactive, I then need the name on the ABC record to be Hello - Inactive.

I would need this to also update all XYZ records that are tied to that Account record, not just one of them.

Thinking I need a flow to do this, can anyone show me how to complete this? Steps and pics would be awesome.

Thank you.

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a33ik 84,325 Most Valuable Professional on at

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RE: How to create a flow based off of Account Status

Hello,

You should check this template - us.flow.microsoft.com/.../

Also, this post can help - www.crminnovation.com/.../