Jenn Taylor
Aug 9, 2023

Hi Jennifer, without knowing your specific use case it's hard to provide detailed guidance, but long story short you can access any related record from a flow.

Your architecture is going to matter a lot here - updating a parent is much simpler than updating a peer or finding the right child record to update.

If Checklist Items is linked to whatever you're tying the files to via a lookup, you can just navigate directly to it from within the flow ($Record->Checklist Item>[field]).

If Checklist Items is a child of whatever you're tying the files to -- that is, the file is attached to Contact, and Checklist Items is ALSO attached to Contact, and you have several Checklist Items for any one Contact -- then you will need to use the Get Records action to find your checklist item record before you can modify it.

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Jenn Taylor
Jenn Taylor

Written by Jenn Taylor

Operationalizationer — one who defines a fuzzy concept so it becomes clear, measurable, and empirically observable. Founder @ deepwhydesign.com

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Thank you so much for your response! I am very new to flows so pardon my ignorance. In my case, our Checklist Item custom object is a child to the Application and the files are attached to the Application. We have several Checklist Items for each…