---
schema_version: "1"
id: 62f66bd9a11a1b172be50efb081a1038aa5653f9e758d64b9781a894d880279a
title: Configure a Record-Triggered Flow for Visits
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_admin_configure_record_triggered_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_admin_configure_record_triggered_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b5a6125ae4c026bbf1611ef7fe971fc0b027175c13dc4a081c189f300f8672dd
description: Create a fast record-triggered flow to assign the default visit template and place ID before the visit creation. This approach assumes that you can stamp default values to the Record Id and Visit Template. You can change the custom settings and update this flow accordingly.
products:
  - Consumer Goods
release: "264"
---
# Configure a Record-Triggered Flow for Visits

Create a fast record-triggered flow to assign the default visit template and place ID before the visit creation. This approach assumes that you can stamp default values to the Record Id and Visit Template. You can change the custom settings and update this flow accordingly.

1. From Setup, go to **Flows**, and then click **New Flow**.
2. Select **Start From Scratch**, and click **Next**.
3. Select **Record-Triggered Flow**, and then click **Create**.
4. Configure the Start page.
    1. Select **Visit** as the object.
    2. In Trigger the Flow When, select **A record is created**.
    3. In Set Entry Conditions, select **None**.
    4. Optimize the flow for **Fast Field Updates**.
5. Add an element after the Start element.
    1. Click the **+** icon, and select **Update Records**.
    2. Add a label and API name for the element.
    3. In Set Filter Conditions, select **Custom Condition Logic is Met**.
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Condition</strong></td><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Entry</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Condition logic</td><td class="slds-cell-wrap" style="vertical-align:top;">1 OR (2 AND 3)</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">First condition</td><td class="slds-cell-wrap" style="vertical-align:top;">WA_AdvRouteWaypoint__c IS NULL False</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Second condition</td><td class="slds-cell-wrap" style="vertical-align:top;">PlaceId IS NULL True</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Third condition</td><td class="slds-cell-wrap" style="vertical-align:top;">cgcloud__Visit_Template__c IS NULL True</td></tr></tbody></table>
    4. Set field values.
        
        <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Field</strong></td><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Entry</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">PlaceId</td><td class="slds-cell-wrap" style="vertical-align:top;">$Setup.VisitMapsDefaults__c.DefaultPlaceId__c</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">RecordTypeId</td><td class="slds-cell-wrap" style="vertical-align:top;">$Setup.VisitMapsDefaults__c.DefaultRecordTypeId__c</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">cgcloud__Subject__c</td><td class="slds-cell-wrap" style="vertical-align:top;">$Record &gt; Account Id &gt;&gt; Account Name</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">cgcloud__Visit_Template__c</td><td class="slds-cell-wrap" style="vertical-align:top;">$Setup.VisitMapsDefaults__c.DefaultVisitTemplateId__c</td></tr></tbody></table>
    5. Enter a flow label and flow API name and then save your changes.
    6. Activate the flow.