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            Equivalent Features in Flows and Workflow Rules

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            Equivalent Features in Flows and Workflow Rules

            Features and fields in workflow rules correspond to certain things in flows. Use the equivalent features and fields to build flows that can replace your workflow rules.

            Required Editions

            View supported editions.

            General

            Workflow Rules Flows
            Create New Rule When creating a flow, select Record-Triggered Flow.
            Description Use the Description field. The field is available when saving the flow.
            Email Alerts Use the Action element.
            Outbound Messages Use the Action element.
            Rule Name Use the Flow Label field. The field is available when saving the flow.
            Select Object Use the Object field. The field is available in the Start element, in the Select Object section.
            Tasks Use the Create Records element. For How to Set the Record Fields, select Use separate resources, and literal values and then select the Task object.
            Time Triggers Use a scheduled path. To create a scheduled path, in the Start element, optimize the flow for Actions and Related Records. Then, from the flow canvas, select Add Scheduled Path on the Start node.

            Evaluation Criteria

            In flows, evaluation criteria are defined in the Start element, in the Set Entry Conditions section.

            Workflow Rules Flows
            created

            Trigger the Flow When:

            • A record is created
            created, and any time it's edited to subsequently meet criteria

            Trigger the Flow When: When to Run the Flow for Updated Records:

            • A record is created or updated
            • Only when a record is updated to meet the condition requirements
            created, and every time it's edited

            Trigger the Flow When: When to Run the Flow for Updated Records:

            • A record is created or updated
            • Every time a record is updated and meets the condition requirements

            To manually convert workflow rules with unsupported use cases in entry criteria, create a Decision element inside the Flow. Then recreate the workflow rule steps with the condition builder.

            Note
            Note With this method, the flow will always run and check on the decision after entering. This method can impact performance or prevent time-based workflow triggers from migrating.

            Rule Criteria

            In flows, rule criteria are defined in the Start element, in the Set Entry Conditions section.

            Workflow Rules Flows
            Run this rule if the criteria are met For Condition Requirements, select All Conditions Are Met (AND)
            Run this rule if the formula evaluates to true For Condition Requirements, select Formula Evaluates to True

            Field Updates

            In flows, field updates are done using the Update Records element. In the Update Records element, for How to Find Records to Update and Set Their Values, select Use the {object name} record that triggered the flow. In flows, you can enter values directly, or use formulas or references for field values. You can also update multiple fields in a single flow. To improve performance, place field updates in a flow optimized for fast field updates (before-save).

            Flows don’t support field update notifications for the Owner field.

            A Get Records element can be required to reference certain elements, like users or groups.

            Task Fields

            To create a task in a flow, use the Create Records element.

            Workflow Rules Flows
            Assigned To
            API Name
            OwnerId
            Field Name
            Assigned To
            Comments
            API Name
            Description
            Field Name
            Comments
            Due Date
            API Name
            ActivityDate
            Field Name
            Due Date
            Object
            API Name
            WhatId
            Field Name
            Related To
            Priority
            API Name
            Priority
            Field Name
            Priority
            Protected Component N/A
            Status
            API Name
            Status
            Field Name
            Status
            Subject
            API Name
            Subject
            Field Name
            Subject
            Unique Name N/A

            Operators

            Flow Builder shows only the operators that are relevant to the field. Less Than, Greater Than, Less Than or Equal, and Greater Than or Equal, appear only for number fields.

            Workflow Rules Flows
            does not contain N/A
            equals Equals
            excludes N/A
            greater or equal Greater Than or Equal (only number fields)
            greater than Greater Than (only number fields)
            includes N/A
            less or equal Less Than or Equal (only number fields)
            less than Less Than (only number fields)
            N/A Ends With
            N/A Is Null
            N/A Is Changed
            not equal to Does Not Equal
            starts with Starts With
            within N/A

            To manually convert workflow rules that use the does not contain operator, use custom condition logic. For example, create a condition that uses the Contains operator in the first condition, and in the condition logic, enter NOT 1.

            See Also

             
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