I just want to preface this by saying I am new to building out flows, so lots of trial and error, just wanting to guidance and advice!
- I am wanting to create a flow that copies a currency(numeric) field to another currency(numeric) field.
- I currently have when a record is created or updated as the configure trigger.
- I then added the condition to when Recurring_Revenue__ is changed is true.
I know this if for when the value in the recurring revenue is changed it will then populate the 2nd currency field.
However, I want it to automatically populate when a record is saved or created, not if it is changed. I am just not sure what the correct conditions would be for it.
I also added the element "Update", and have the set field values for the opportunity record, for the ARR booking field to equal the Recurring Revenue field. Please let me know what I am doing wrong. Thank you!
[