Currently it's not possible to trigger a process flow (e.g. Add record) when adding a record from within a lookup.
A workaround currently is creating a DB trigger. However, the downside of this is that you'll loose the link information within the SF.
If performance could be an option, an additional settings for enabling process flows from lookup could be an option
My colleague informed me there actually is a way to achieve this. You can add an extended property to do this:
AllowProcessFlowsInLookupDialogs
“By default, process flows cannot be executed in a lookup. With this property, a process flow is allowed access to a lookup, provided all process actions are allowed in a lookup.
Forbidden process actions are: Manual, Close document, Open document, Activate document, and Zoom in on detail.”
Values: Yes / No
https://docs.thinkwisesoftware.com/docs/sf/extended_properties
For the Windows and Web GUI, this is already implemented as Erwin stated. For the Universal GUI, work is in progress to let the GUI also listen to this extended property. When this is finished, the idea is completed.
To be a bit clearer than above comments: much to our surprise the Universal GUI actually already executes Process Flows in Lookups. This actually breaks ours, and Product Innovation is working on smarter handling of Process Flows in the Universal GUI Lookups.
Hi,
From Universal GUI version 2021.1.15 it is possible to configure this via an extended property:
AllowProcessFlowsInLookupDialogsMore info here: