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Helper IV
Helper IV

Instant flow (when a record is selected) for marketing list member in CDS

Hi,

 

I'm trying to create a instant flow (when a record is selected) for marketing list members in CDS. 

 

The end goal is to create a task for each of the selected records. However, even though it is possible to create the flow itself - the flow button does not appear from the sub-grid on the marketing list.

NielsL_2-1603790194173.png

NielsL_0-1603790098060.png

 

Is it just not possible to use instant flows for marketing list members the same way it is for other types of records?

 

An alternative solution could be to create a flow for the Marketing List itself, and then loop through the members. However, then it will not be selective - but for all members. 

1 REPLY 1
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Super User II
Super User II

Hello @NielsL 

Please note that the trigger says "When a record is selected" ... this means that it will only work per record, not for multiple records.

Try selecting one record and see if the action appears 🙂

Kind regards, John

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