<h2>How to use ScreenMeet reporting capabilities when not using Cases</h2>If you are using ScreenMeet with a different object other than a case, you can still take advantage of the reporting capabilities with additional setup.The setup consists of 3 parts:<ul><li>Creating a junction Object</li><li>Updating your parent Object</li><li>Linking your parent object and the ScreenMeet Sessions</li></ul><h2>Creating the junction Object</h2>Create a new object and call it <code>join_[parent]_with_SM_session</code> remember to change '[parent]' for the object name you are using as the parent of the SM sessionRemember this object name as we will refer to it as the junction object in the future.<h3>Add fields to the junction Object</h3>On the junction object create 2 new fields with the following configurations:<ul><li>Field 1:<ul><li>Type: Master-Detail Relationship</li><li>Related To: Your Parent Object (For example Account)</li></ul></li><li>Field 2:<ul><li>Type: Master-Detail Relationship</li><li>Related To: ScreenMeet Live Session</li></ul></li></ul><h2>Update your Parent object</h2>In your parent object add a new field of type checkbox, with the following configuration:<ul><li>Label: <code>Has SM sessions</code></li><li>Name: <code>Has_SM_sessions</code></li><li>Default Value: Unchecked (false)</li></ul>As for field level security Select any profile that needs to have access to the reports and give them read access.<h2>Create the Flow to link your parent object and ScreenMeet Sessions</h2>Now we require the object we just created to be filled with information. To do so we will be using a FlowCreate a new flow with a type of Record-Triggered Flow called.As per the configuration use the following values<ul><li>Object: <code>ScreenMeet Live Session</code></li><li>Trigger the Flow When: A record is created</li><li>Set entry conditions:<ul><li>Condition Requirements: All Conditions Are met (AND)</li><li>Field: <code>screenmeet__parentObjectType__c</code>, Operator: equals, Value: your parent object name as a singular in lower case (ex: account)</li></ul></li><li>Optimize the Flow for: Actions and Related Records</li></ul>Note: if you have multiple possible parent objects you could skip the <code>Set entry conditions</code> and use a decision block right after to differentiate the objects you are planning to support and repeat the following steps for each type of object you are planning to use as a parent.<h2>Get the parent Object</h2>Add a get records and call it <code>Get Parent [object]</code> select the object you are using as a parent.For the filter select the field Id, Operator Equals and value <code>{!$Record.screenmeet__parentObjectId__c}</code>For how many records to store select only the first recordFor how to store Record Data Automatically Store all fields<h2>Create the join record</h2>Add a create record element with the following configuration:<ul><li>How Many Records to Create: one</li><li>Hot to set the Record Fields: Use separate resources, and literal values</li><li>Object: Select the object you created previously</li><li>Set Field Values:<ul><li>Field: Select the field name that corresponds to the parent object, Value: {!Get_parent_case.Id}</li><li>Field: ScreenMeet_Live_Session__c, Value: {!$Record.Id}</li></ul></li></ul><h2>Update the parent object to change the Has SM session Field</h2>How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set fields individually Object: select your parent object your parent objectFilter Case Records<ul><li>Field: Id, Operator: Equals, Value: {!Get_parent_case.Id}</li></ul>Set Field Values for the Case Records:<ul><li>Field: Has_SM_sessions__c, Value: True</li></ul>With this is done click on save and name the flow with the following name: <code>link_[parent]_with_SM_session</code>Now you should be able to replicate the reports we provide for cases for other parent object/s. Also please note that some fields will not be available since you will not be using cases which our reports are based on.

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