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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 IlMS

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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 you 0830.Step-5.png

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RodRodriguez on at

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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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