See what has been updated throughout our releases
When adding resources to an opportunity, the OOB RH configuration requires you to add each Resource individually. Using the instructions below, you can build automation that enables you to add a Team of Resources to an Opportunity with the click of a button.
First, we need to create a global picklist value set with the Team Names.
On Resource, create a new picklist field to assign the resource’s team.
Create a new Variable to hold the recordId. This will allow the record Id from the current record to pass into the flow.
Create a new Variable for the Team Picklist.
Create a Variable to hold the Current Resource Assignment. This variable holds current resource from the loop.
Create a Variable for Insert. This variable will be used to create the new records.
Make sure to check the box to allow multiple Values (Collection).
Add a Screen Element to your flow.
Add a Get Records element to your flow.
Add a “Loop” element to your flow.
Add an Assignment element to your flow.
Add a second Assignment element to your flow.
Connect the second Assignment back to the Loop element.
Add a Decision element to your flow.
Add a Create Records element to your flow.
Save and Activate your Flow.
Your new Flow should look similar to this…
You now have the ability to assign a Resource Team to an Opportunity with the click of the Assign Team w/Screen button.
When clicked, you should see a screen with dropdown menu with the option to select a Resource Team.
You now have your Resource Team assigned to the opportunity. The Flow creates a Resource Assignment for each Resource.
You can now add Forecast Hours for your newly assigned Resources.