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Hi I currently could do with some quick review or feedback.
I have three custom entities - Regions, Branches and incidents.
Regions are set at a branch level but I also have a region lookup against an incident. All incidents are logged against a branch within a quick create form thus the branch is automatically populated.
So I would like when I go to a branch and create an incident it auto-fills in the region based on the lookup that the branch has:
Based on this I started a very basic List flow but I am not sure this is the right idea /approach and a get record is what I might have to do any help/examples of how to achieve this would be super appreciated!
Also is there a way I could do this in real-time using flow as you could with a workflow?
Hello @Anonymous
Your flow looks fine, assuming that you only get one record from the List records action, meaning only one Branch!
Flow is not running in realtime, so that option is not possible.
Kind regards, John
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