Create an Opportunity with and without a contact

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Posted on by fsuarezoedt

Can somebody guide me in the process of creating an Opportunity?

When I create an Opportunity There are two possible cases. I have an existing associated contact, and the contact does not exists.

So in my flow, I'm currently asking if the contact exists and then two different actions to create the Opportunity with all the fileds AND the contact or all the fileds WITHOUT the contact.

I can´t use only one action and put the client's odata value because when there's no client, the flow with fail telling me that the value can't be empty.

My question is: is there an easy way to use only one action to create the Opportunity with/without the contact?

Thanks!

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abc 123 784 Super User 2025 Season 1 on at

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Create an Opportunity with and without a contact

I believe that I read that the Update action used to require a value in every column, but then they changed it to ignore anything blank (not set the column to blank when left blank.)

Add wouldn't have this issue, as if you don't populate a column, then it, by nature, would leave it blank (or let the default value kick in.)
fsuarezoedt 46 on at

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Create an Opportunity with and without a contact

Thanks! I'll give it a spin.

Do you know if the Add action has the same bahavior as the Update action?

Regards,
abc 123 784 Super User 2025 Season 1 on at

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Create an Opportunity with and without a contact

When you're using the Update Item action.

init myvar = null

set myvar = {get value from somewhere}

If(equals(myvar, null), null, myvar)

Use the expression builder to craft this in the column of the Update Item action that might need a null.

---

I dynamically craft many a Save, in which I make the JSON code. Unfortunately, setting a null is different from a value, which has to be explicitly handled:

Here is the JSONBody when the columns will receive a value

"value1" : "This is the value"

"contact" : "varContact"

And if you need to leave a column blank, it needs to NOT have the quotes on the value side of the pairing:

"value1" : null

"contact" : null
fsuarezoedt 46 on at

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Create an Opportunity with and without a contact

Hey "@abc 123", it's not a Required proble.

The action to add an Opportunity to the table have the filed "Contact" (a relationship to other table), so I have to put the ODATA there. But if I create a "generic" action to create the Opportunity and put an ODATA that I get in a previous action, the action will fail if the ODATA is empty.

That's why I created a switch asking if the Get Contact is empty and created two actions for Add Opportunity, one with the Contact and another without the Contact.

But this is not nice because I use a lot of fields when creating an Opportunity so doing everything twice is a burden.

That's why I'm asking if there's a better way to create an Opportunity with/without the Contact.
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abc 123 784 Super User 2025 Season 1 on at

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Create an Opportunity with and without a contact

Does the underlying list have the person field set to Required? If so, remove it, such that you can save with, or without, a contact.

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