Workflow, Trigger Type, after publishing a new Stream (flow)

[rodrigocoelho]

It would be great to have a Trigger Type on Workflow as "when updating the Stream"

Is it possible?

tanya

[tanya]

Hello
You can use 'Note' Target Entity and After Record Created Trigger Type, some manipulation with conditions and actions

[rodrigocoelho]

Hello
You can use 'Note' Target Entity and After Record Created Trigger Type, some manipulation with conditions and actions

Hi tanya, I tried this, but, I can't use the condition for trigger relating to the Parent, at least not using the ANY and ALL options. Maybe you are telling me to use the FORMULA as Condition Trigger.

The option I have is demonstrated on the attached picture. Please help me.

[tanya]

Tell me all the logic you need in conditions

[rodrigocoelho]

Tell me all the logic you need in conditions

When creating a NOTE, if the note is related to a record type Opportunity (parent), do the following actions....

[tanya]

Set in formula

parentType='Opportunity';

[rodrigocoelho]

Set in formula

parentType='Opportunity';

I didn't understand how this would work. You are setting the parentType to "Opportunity" on the Conditions Formula?
What does that formula do? It returns a True or False?

Thanks tanya

[tanya]

parentType=='Opportunity';
sorry

yes, formula in conditions has to return true or false

[rodrigocoelho]

parentType=='Opportunity';
sorry

yes, formula in conditions has to return true or false

Thanks Tanya.

[rodrigocoelho]

parentType=='Opportunity';
sorry

yes, formula in conditions has to return true or false

Ok, now the second Step. I created this trigger, and asked it to call the sequential workflow, that needs to change some of its Fields.
On that case, the Sequential Workflow is linked to the Opportunity type. Will it work? Or I will have to create a sequential workflow linked to the NOTE, as is with the Trigger?

[tanya]

You can use Update Related Entity -> Parent, if you don't need a delay