Linking parent and child records automatically

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Posted on by varshinims08

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Hi all,

I want to build a flow to link parent and child records of same entity. Here is the scenario, I have entity A. When a new record is created in entity A it will check for duplicate record using "List rows" connector, if record already exist then i want to add newly created record(child) to already existing record(parent). How can I do this?

I tried to use "relate rows" connector, but i am getting error as Action 'Relate_rows' failed.

Thanks....

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Expiscornovus 33,767 Most Valuable Professional on at

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Hi @varshinims08,

Depends a bit on your setup. Have you created a custom field with a N:1 relationship for your Entity A?

If so, below is an example with the out of the box Account entity.

That entity has a field called parentaccountid. This field is using a N:1 relationship called account_parent_account.

With this example it should be possible to add the relationship by just setting the guid of the parent account in the parentaccountid field.

1. Add a When a record is created trigger action

2. Add a List records action. Use the filter query field to retrieve the parent. Make sure you also exclude the account from the trigger.

name eq '@{triggerOutputs()?['body/name']}' and accountid ne '@{triggerOutputs()?['body/accountid']} '

3. Add a Update a record action. Use accountid (child) from the trigger action.

4. Use an expression to retrieve the accountid from the parent from the List records action.

outputs('List_records')?['body/value']?[0]?['accountid']

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varshinims08 104 on at

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Hi @Expiscornovus, Thanks for reply..

I tried the steps u have attached...
But I am getting a error.

Here is the screenshot of my flow
In next step I have some conditions that need to be satisfied

And the error is - 'NotFound'
This is the output I am getting

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/>
<title>404 - File or directory not found.</title>
<style type="text/css">

</style>
</head>
<body>
<div id="header"><h1>Server Error</h1></div>
<div id="content">
<div class="content-container"><fieldset>
<h2>404 - File or directory not found.</h2>
<h3>The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.</h3>
</fieldset></div>
</div>
</body>
</html>

Thank you

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Expiscornovus 33,767 Most Valuable Professional on at

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Hi @varshinims08,

First of all I would add a not equals (ne) to your filter query. Otherwise it is possible that you would also list the child claim record and potentially could try and link it to itself.

Below is an example. Amend it to your field names.

You can ignore my expression which I posted earlier. You are using the update a row in an apply to each. This will make it a bit easier, there is no need for expression with an index [0] to select the first record.

You can just use both the Claims fields (claimsid) to relate the records to each other.

And finally you should also check if the List rows action output is empty. Otherwise the flow will also fail.

Hope this helps a bit?

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varshinims08 104 on at

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Hi @Expiscornovus, Thank you for guidance

I followed your steps, But I am still getting same error..

I think my list action is not listing records, Can you please tell me how can I check whether the output is empty or not?
If it is empty, then what is wrong and how can I correct this?

Thank you..

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