Checkbox Formula v2
New FLow
![](https://media.screensteps.com/image_assets/assets/005/098/940/original/d7497c01-7fae-4358-b662-e93f9dc26d1f.png)
Record Triggered Flow
![](https://media.screensteps.com/image_assets/assets/005/098/942/original/e5268e0e-d9e8-4325-bb60-2e310e9d2a69.png)
Set up Flow on Account record, created or updated. Actions & Related Records
![](https://media.screensteps.com/image_assets/assets/005/098/944/original/65c3e84c-6e5c-4cfb-8e95-beacb6d890fd.png)
Add Decision Element
![](https://media.screensteps.com/image_assets/assets/005/098/946/original/196a821c-8bb6-44c9-b507-320261f3a86f.png)
Use the value without the > sign
So: $Record.Name of Field without > sign
![](https://media.screensteps.com/image_assets/assets/005/098/948/original/3d763105-62cc-4e8e-ad18-22a9aca5c19e.png)
Decision Element Filled in
![](https://media.screensteps.com/image_assets/assets/005/098/950/original/c107a604-eca8-444f-a72f-c882a8089004.png)
Flow with just Kulam
![](https://media.screensteps.com/image_assets/assets/005/098/952/original/ee596f18-55ce-44ea-bbed-43b2cc4f5920.png)
Get Records is on the Default Outcome after the Checkbox Variable is assigned.
![](https://media.screensteps.com/image_assets/assets/005/098/954/original/ab0ecb58-4408-44ef-9499-949f006ba24d.png)
Update Records
![](https://media.screensteps.com/image_assets/assets/005/098/956/original/2c00c042-f4f9-43c6-a199-fd45e9de3dae.png)
Update Records...but this is missing a Variable?
![](https://media.screensteps.com/image_assets/assets/005/098/958/original/3d96f88b-8689-4784-bb84-9d7cc8ba2bcb.png)
Debug
![](https://media.screensteps.com/image_assets/assets/005/098/962/original/2fcd4f0c-8ee3-4267-8ac4-5bf385695e92.png)
Failure notice
![](https://media.screensteps.com/image_assets/assets/005/098/964/original/a1d2caf7-66fd-457f-8855-f63beb4326d5.png)
Edit Flow > Update Records > Edit Element
Update Records
![](https://media.screensteps.com/image_assets/assets/005/098/966/original/c2f36e37-7388-479a-9e1d-8f549afbc6fc.png)
Finished CheckboxVar
![](https://media.screensteps.com/image_assets/assets/005/098/970/original/797eba34-d297-4d6a-9e05-c76dbf3bb3db.png)
Add the Get Records before Update
![](https://media.screensteps.com/image_assets/assets/005/098/972/original/c76d14aa-4566-4fa0-8058-ea229ef60104.png)
New Get Records screen
![](https://media.screensteps.com/image_assets/assets/005/098/974/original/1b21c39d-4aa9-4ebf-b248-d61d99321241.png)
Sort Contact Records
![](https://media.screensteps.com/image_assets/assets/005/098/976/original/2aabe0e6-89a2-4153-b93f-81fd8c450db6.png)
Make Sort Order Ascending
Get Contact Record
![](https://media.screensteps.com/image_assets/assets/005/098/978/original/4e88db9f-6d0c-4793-9c92-a907963e2a5f.png)
Global Constant = True
![](https://media.screensteps.com/image_assets/assets/005/098/980/original/9fee2f94-8066-4333-b0f4-4be81a512ff5.png)
Under Default Outcome
![](https://media.screensteps.com/image_assets/assets/005/098/982/original/b112112b-44cc-4ba0-b9fe-e82967ec9750.png)
Add an assignment Element
![](https://media.screensteps.com/image_assets/assets/005/098/984/original/c53c022b-81a4-4de7-bad9-2865de83a8e1.png)
Assign Kulam Assignment
Use the CheckboxVar = TRUE in Set Variable Values
![](https://media.screensteps.com/image_assets/assets/005/098/986/original/088ac1a2-9654-4668-815a-076d0118e108.png)
After YES Kulam Checked, Add Element "Connect to Element"
![](https://media.screensteps.com/image_assets/assets/005/098/988/original/d9dc3172-5167-4067-9064-99954608dd8c.png)
Connect to the Stop plus sign at the end.
![](https://media.screensteps.com/image_assets/assets/005/098/990/original/a563a0c5-fe44-4139-ae47-8f4f41f1a58a.png)
Click on the plus sign below the End to connect the Yes Kulam Checked to the End Stop
Edit Update Records
![](https://media.screensteps.com/image_assets/assets/005/098/992/original/50491e70-b8ee-44b8-8f4f-b04e35d177a4.png)
Andy E Utkan's Personal Meeting Room - Zoom
![](https://media.screensteps.com/image_assets/assets/005/098/994/original/3455e617-b940-494e-a8ba-c8d09d784fb4.png)
Andy E Utkan's Personal Meeting Room - Zoom
![](https://media.screensteps.com/image_assets/assets/005/098/996/original/54340d45-7807-4d7e-bbb9-a6de9320b286.png)
- Edit Flow > Activate
- Go to Account and click Edit and then Save
Add a Decision Element
![](https://media.screensteps.com/image_assets/assets/005/098/998/original/47dbb579-26f3-4062-94c9-0044bafd3b09.png)
![](https://media.screensteps.com/image_assets/assets/005/099/000/original/4bb99aaa-e463-41ef-a8c4-38ccaef636a8.png)
Checkbox Flow - V1
![](https://media.screensteps.com/image_assets/assets/005/099/002/original/dde27857-6319-42aa-8860-a5bd5008322c.png)
Checkbox Flow v2 - V2
![](https://media.screensteps.com/image_assets/assets/005/099/004/original/68150614-d24d-4106-a02c-da9288d65d77.png)
0 Comments
Add your comment