VMS Staging Submittal Flow: Fast Field Updates Before Save

1. Go to Setup > Flows > New Flow.
2. Select Start From Scratch.
3. Select Record-Triggered Flow and click Create.
4. Select the following values:
   • Object: VMS Staging Submittal Object
   • Configure Trigger: A Record is created
   • Optimize the flow for: Fast Field Updates
5. Hover over the circle below Trigger and type “get”, then select Get Records.
6. Enter the following values:
   • Label: Get Application Record
   • API Name: Get_Application_Record
   • Get Record of this Object: Application
   • Conditions: All Conditions Are Met (AND)
   • Add Fields:
     • CandidateId__c equals {!$Record.VMSSNC__candidateAtsId__c}
     • TR1__Job__c equals {!$Record.VMSSNC__jobAtsId__c}
   • How many records to Store: Only the first record
   • How to store Record Data: Automatically store all fields

   

7. Hover over the circle below Get Records and type "Assignment".
8. Enter the following values:
   • Label: Assign Application Lookup
   • API Name: Assign_Application_Lookup
   • Description: "This will assign the lookup relationship to the triggering Application so VMS Staging Submittal record is viewable within Related List of Application"
   • Set variable value:
     • {!$Record.Application_V2__c} Equals {!Get_Application_Record.RecordID}
9. Click Save.
   • Set the Flow Label to "VMS Staging Submittal: Fast Field Updates - Before Save".
10. Click Activate.
    • The flow must be activated before applying to submissions.

Next Steps

Next, set up the flow for VMS Staging Submittal After Create Update.