This article will show you how to set a default value in your Flow. It will also serve as the foundation article for other examples in this section. In this example, we will set the field Acknowledgement Status (npsp__Acknowledgment_Status__c
) on the Opportunity
record to always be Acknowledged
.
Create Flow
To create your Flow, go to Setup β Process Automation β Flows
and click New Flow
. Select Autolaunched Flow (No Trigger)
from the available options and click Create
.
Create Record Variable
Open Toolbox
and click New Resource
. Create a new resource with the following information:
Item | Value | Comment |
Resource Type |
|
|
API Name |
| Autogenerated |
Data Type |
|
|
Object |
| The object this Flow relates to |
Available for Input |
|
|
Available for Output |
|
|
Assign Value
In your Flow click the +
icon to add a new Element and select Assignment
. Configure your assignment with the following information:
Item | Value | Comment |
Label | Set Acknowledgement Status |
|
API Name |
| Autogenerated |
Variable |
|
|
Operator |
|
|
Value |
| The value the logic is to set |
Your Flow should now look like:
Save Flow
You can now save your Flow. The naming convention is not used by the integration, but we recommend applying a format which mimics the MoveData Managed Flows. Since this Flow will be running alongside the Managed Flow [MoveData] Donation: Donation - Mapping
we recommend using a format like:
Item | Value |
Flow Label |
|
Flow API Name |
|
Register Flow
Assumption
The following assumes you have read Modify Integrations - Framework and specifically the article MoveData Pipeline
To register your Flow, go to Setup β Custom Code β Custom Metadata Types
and click Manage Records
next to MoveData Pipeline Setting
.
We recommend finding the existing entry which points to the Managed Flow your newly developed Flow will be running alongside of. In this case it is PIPELINE_DONATION_DONATION_MAPPING
. Open the entry and click Clone
.
Configure your metadata entry with the following information and click Save
:
Item | Value | Comment |
Handler |
| API Name of your Flow |
Type |
|
|
Label |
|
|
MoveData Pipeline Setting Name |
|
|
Order |
|
|
Your Flow is now registered in MoveData.
Reprocess Notification
You can now open a relevant notification and click Reprocess
:
Observe that the value Acknowledged
is set in the execution log and resultant record: