Issue

Timeline Period Date Field Update

Updating the psce__Date__c field via custom flow causes all timeline periods to have the same start date. This happens only when the flow is triggered by changes to the Opportunity's Close Date, while manual updates in QuoteX works fine.

• Create a Timeline in QuoteX with multiple periods (e.g., weekly or monthly frequency).
• Manually update the Start Date (psce__Date__c) of the first period via the UI.
  • Result: Timeline dates follow the frequency logic.
• Trigger the custom flow that updates the psce__Date__c field based on a change in the Opportunity's Close Date.
• Observe the behavior of the start dates for subsequent periods.

Solution:

Modify the custom flow to ensure that after the first period's psce__Date__c is updated, subsequent periods are calculated based on the predefined frequency logic. Remember that Start Date, End Date and the Order are key fields for timeline period record. 

Alternatively, allow the native QuoteX functionality to handle the date updates through UI manually only, by excluding this logic from the custom flow entirely.