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Customer experience | Sales, Customer Insights,...
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Help me build this PA flow

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Posted on by 10

Hi everyone,

 

I'm new to Dynamics and PA and was wondering if you guys could help me build this flow.

 

These are the instructions I got 
Set up:

    1. Trigger: Create account
    2. Trigger condition: Created by eq triggering user
    3. Logic:
      • Found: Set account owner to matched settings record user
      • Not found: Do nothing
      1. Retrieve account country, relationship type and postcode
      2. Search settings record with matching country, relationship type and postcode

The settings record is basically a table that I created called Settings. 

In the attachments below you'll see what I did

 

Thank youStep-1.pngStep-2.pngpastedimage1677451366902v1.png0830.Step-5.pngStep-3.png

  • RodRodriguez Profile Picture
    RodRodriguez on at
    RE: Help me build this PA flow

    Howdy!

    What errors are you seeing right now when you save and try to get the flow to trigger?

    Is it doing anything or only doing some of what you want to happen?

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