Example: Update the Hire Date field with Employment Start Date

Setting up a Flow to update the Hire Date field in the Team Member record with the Start Date field from the Employment Record is an example of a related-record field update. The following diagram shows the process flow: 

1. Go to Setup > Platform Tools > Process Automation > Flows and select New Flow.

2. Select Record-Triggered Flow and select Create.

3. On the Configure Start screen, select the object and trigger, and set the entry conditions as follows: 

   

   1. Object: select the field, search for Employment and then select the Employment object from the search results.

   2. Trigger the Flow When: select A record is created or updated

   3. Condition Requirements: select All Conditions Are Met (AND) and then enter the details for the condition:

      • Field: search for and select Start Date (fHCM2__Start_Date__c)

      • Operator: select Is Changed

      • Value: select $GlobalConstant.True

   4. When to run the Flow for Updated Records: defaults to Every time a record is updated and meets the condition requirements because you are using the Is Changed operator

   5. Optimize the Flow For: select Actions and Related Records

4. Select Done.

   Sage People displays the Flow Builder canvas.

5. On the Flow Builder canvas, select + Add Element between the Start and End elements.

6. Select Update records.

7. On the New Update Records screen, complete the Label and optionally, the Description. The API Name field is automatically completed based on the Label.

8. Complete the other fields as follows:

   1. How to Find Records to Update and Set their Values: Select Specify conditions to identify records, and set fields individually

   2. In the Update Records of This Object Type section, select Object, search for and select the Team Member object.

   3. In the Filter Team Member Records section, for Condition Requirements to Update Records select All Conditions Are Met (AND) and enter details for the condition as follows: 

      • Field: select Id

      • Operator: select Equals

      • Value: select {!$Record.fHCM2__Team_Member__c}

      This step links the Employment Record to the related Team Member.

   4. In the Set Field Values for the Team Member Records section, complete the fields as follows: 

      • Field: select Hire Date (fHCM2__Hire_Date__c)

      • Value: select {!$Record.fHCM2__Start_Date__c}

   

9. Select Done.

10. On the Flow Builder canvas, select Save, enter the Flow Label and optionally the Description. Flow API Name is automatically completed based on the Flow Label. Then select Save.

11. After saving, select Activate to make the Flow active.