Example: Populate Preferred Name with First Name

Setting up a Flow to populate the Preferred Name field in Team Member records with the First Name is an example of a same-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 Team Member and then select the Team Member object from the search results.

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

   3. Condition Requirements: defaults to None, leave at the default value

   4. Optimize the Flow For: select Fast Field Updates

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 Decision.

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

8. In the Outcomes section, complete the details as follows: 

   Field	What to enter
   Label	Yes
   Outcome API Name	Automatically completed based on the Label
   Condition Requirements to Execute Outcome	Select All Conditions Are Met (AND)
   Resource	Select $Record > First Name
   Operator	Select Is Changed
   Value	Select {!$GlobalConstant.True}
   When to Execute Outcome	Select If the condition requirements are met

9. In the sidebar, select Default Outcome and change its Label to something more meaningful for this Flow, such as No update.

   

10. Select Done.

11. On the Flow Builder canvas, select + Add Element between the Yes outcome and the End element.

12. Select Assignment.

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

14. In the Set Variable Values section, complete the fields as follows:

    Field	What to enter
    Variable	Select $Record > Preferred Name
    Operator	Select Equals
    Value	Select $Record > First Name

    

15. Select Done.

16. 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.

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