Visual Workflow allows administrators to build applications, known as flows, that guide users through screens for collecting and updating data. For example, you can use Visual Workflow to script calls for a customer support center or to generate real-time quotes for a sales organization.

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2
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1answer
18 views

Visual Flow fail: required field missing (yet I have required field)

I'm working on the Trailhead Visual Workflow unit, and my flow keeps failing and I'm not sure why. The error message I get says, "caused by element : FlowRecordCreate.New_Opportunity caused by: UPSERT ...
0
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0answers
17 views

How can I set a Cancel Button in the first step of Visual Workflow

I want to have a cancel button, right beside the next button, in the first step of the visual workflow. As far I have seen, it looks like is not possible. Any idea, how can I do this? Regards! ...
0
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0answers
14 views

How can we set a default value for a picklist in a visual workflow from an Apex class

I have a visual workflow that I invoke from a visual force page. From the visual force page, I pass to the flow an ID of a case record. In a screen component, in the flow I want to edit some ...
0
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0answers
24 views

How to show SObject fields in a visual workflow?

I want to show some standard fields, of the Case standard object, in a visual workflow. Anyone has a workaround for this? I have tried, to set them as a SObject Variable, but I don't know which ...
0
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1answer
11 views

Opportunities concatenate on Contact

I need a field on my contacts that will have the name of all of the opportunities concatenated. Rollups do not seem to work, because they only do numbers. Formula fields do not work.
0
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1answer
13 views

Create a Visualforce page after the case is created [closed]

Thanks in advance, i wanted to ask you that i have a case object, what i need once the user created the case so it will redirect it to the new visual force page, that will be saying " Thank you" for ...
0
votes
2answers
15 views

Visual Workflow Lookup multiple values for a field

I'm having users select values with a multi select picklist (the worst) in the flow that correspond to values in a field on the account, let's say industry. They select Industry1 and Industry2. I want ...
1
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1answer
34 views

Process Builder Criteria from Related List

Can field values on related records be used as criteria in Process Builder? Example: We have a custom object called Affiliation__c as a junction between Account & Contact objects. To create the ...
0
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0answers
7 views

Billing Event Generation with Visual Workflow

is it possbile to create a visual workflow for billing event generationg in Financial Force Accounting? i want to create a button to generate billing event base on Click Generate button to create ...
1
vote
2answers
36 views

Can this be accomplished with Process Flow or Visual Flow?

I am looking for assistance in how to best implement the following request. We need to update the Participating__c field on Object A any time that the values of 7 fields from 3 different objects meets ...
1
vote
0answers
18 views

embed a VF page inside a flow

We have a requirement of exposing e-signature capture and document/image upload functionality in a Visual workflow. Easy Peasy if it was required to be done after the flow. I can embed the flow in a ...
0
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0answers
12 views

How to avoid overwriting data with null values in Visual Workflow record update

I have built a workflow that I call a "PseudoMerge", run from a button on Opportunity object. It asks the user for another Opportunity's ID, then grabs a selection of important fields from that Opp, ...
0
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0answers
29 views

Visual flow using Apex class plugin

I am new to visual flow process builder . I have some doubt in this topic .Could you please help on this.. Scenario : (survey question or feedback question) I have two object called Question and ...
1
vote
1answer
25 views

Getting flow to reference a choice's “stored value” instead of its label

I have a flow containing a date/time selection screen comprised of a date picker and a dropdown field with different time values. Since I'm creating an Event I then have a formula field which puts the ...
0
votes
0answers
16 views

Visual Workflow, determine day of the week from entered date [duplicate]

I'm trying to achieve the following within Visual Workflow -Based on a date entered, I want to construct a formula that will calculate the day of the week -from this day of the week, I want to be ...
0
votes
3answers
45 views

How does one debug a flow

I have build a flow, the flow executes without any error. But it doesnt do what its supposed to do. I am pretty new to Flows and its my first attempt as it. Here is what the flow is supposed to do ...
0
votes
1answer
29 views

VisualForce: How To INSERT Custom Object(s) From VF Form?

PREFACE: This is my first VF project but I have spent some R&D time getting familiar with relationship between VFPages and VFControllers, attempting to understand Getters & Setters, and VF ...
2
votes
1answer
32 views

Setting record CurrencyIsoCode from Flow using Custom Setting picklist

I'm trying to implement Cloud4Good's guide to setting picklist values in Flows, based on a Custom Setting list. I've created the CS list, naming each record to match the standard picklist values GBP ...
4
votes
1answer
127 views

Populate Flow variable with Parent Id - from VisualForce page - launched by related list Custom Button

I have created a Flow which allows my users to insert multiple Currency_Detail__c records from one page. The Currency Detail records have a Master-Detail relationship with Opportunities. I have ...
2
votes
1answer
32 views

Reporting based on fields from different child objects

I have two child objects of the Account object : Loans & Deposits. I would like to show any Deposit (DepositDate__c)which happened within 30 days of a Loan's closing (CloseDate__c) for that ...
2
votes
1answer
78 views

How to catch Validation error in Flow

I have created flow + Process Builder to do a lookup relationship Count on parent object. My issues is I have a validation rule which fires when user try to deleted last child record from the related ...
1
vote
1answer
68 views

Style a Visual Work Flow with Visual Strap or CSS?

So I've got a VF page set up where I'm using Visual Strap components to style the "look and feel" of the page. Problem is I'm using it to run a flow and my hopes were that Visual Strap would make the ...
0
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0answers
17 views

Visual Flow: Retrieve Data from unrelated object

I have two objects that hold the same data for two fields. Object A has clientID and Year while Object B (unrelated) has clientID and Year. Can I pull additional data from Object B into Object A ...
1
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0answers
57 views

Is there a way to assign record type of opportunity based on lookup field record type

I am trying to update record type using process and flow. When sales guy selects preferred store(type account but not linked to opportunity account) to opportunity it needs to pick store record type ...
1
vote
0answers
47 views

How to update using fast update element in visual workflow?

I keep getting stuck when trying to fast update using visual workflow I tend to get the you cannot update without an id error. My scenario is as follows: I fast lookup an object with the objective of ...
0
votes
1answer
37 views

i want feedback in email and that fedback data has to be stored in salesforce org

i have requirement like below. Send email through workflow > user receives email and filled some information like grades, agree , not agreed and bla bla.. >submit and these data has to be stored in ...
4
votes
1answer
50 views

Can we provide custom buttons in a flow, or provide the ability to cancel an interview?

The title says it all. We have flows where we'd like to provide an option to cancel the flow completely on some earlier screens. In the flow I'm working on now, there's just one screen in the flow ...
1
vote
1answer
119 views

Change Flow button label from 'Next' to 'Finish' in VisualForce page

I have the following VisualForce page for my Flow Information_Updated_Case_Comment <apex:page standardController="Case"> <flow:interview name="Information_Updated_Case_Comment" ...
1
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1answer
49 views

How can I create a dependent pick list on a visual flow page?

I have 2 pick-list fields on an object, that are dependent to each other. How can I create such connection on a visual-flow screen?
2
votes
2answers
93 views

Flow Designer - How to add DateTime or Time input field on Screen

I would like to have a DateTime input field on a "New Task" screen in Cloud Flow Designer. The goal is to have a field where one can input a date and time for the task to create. I can add a Date ...
2
votes
1answer
27 views

How to create a variable number of objects according to Flow input?

I have a junction object of Oppty and a custom object (say license). Once the oppty is in stage closed won, the rep needs to enter a set of licenses to that oppty. The rep needs to enter the ...
0
votes
1answer
71 views

in a flow limit number of elements for a fast lookup

I'm trying to figure out how to limit the number of records my fast lookup is returning. Use Case: We have customers who can redeem their points for rewards, like starbucks. For these Starbucks ...
1
vote
2answers
55 views

New to Visual Workflow — Trying to move Trigger/Class to Visual Workflow/Process Builder

I am trying to learn more about Process Builder along with Visual Workflow. Currently, I have some apex code that operates in bulk that will query a set of accounts in a trigger to see if a text ...
3
votes
1answer
84 views

Trigger Ready Flow /Process Builder to open record in edit mode (URL/e)

I would like to use an auto-flow (ie. not use a button, but use trigger ready flow /process builder to auto-launch a flow) to open up a current record in Edit mode. Ie. Hack the URL so that the URL ...
0
votes
1answer
41 views

How to change the field type from dropdown list to a lookup field in Flow?

I have a requirement to change a Flow related field type from an existing Banner field(a picklist value) a dropdown list to lookup field in Flow. Is it possible to change, Please do reply the steps ...
1
vote
1answer
107 views

“Unhandled process fault” email from Flow - even when Fault handled

I have a flow that can be triggered from a button on a VisualForce page and from a trigger. It basically has some logic around the opportunity line items then it submits the opportunity itself for ...
1
vote
1answer
47 views

Can I update a field using a Lookup in a Flow?

I've read the implementation guide and a number of other resources. I wonder if I'm just being dumb, but I can't see how to use a flow screen to display an Account's name and Parent Account field, and ...
2
votes
1answer
59 views

Visual Workflow - Duplicate IDs in Collection Variable

My flow is failing to trigger due to this error: "Sandbox Encountered unhandled fault when running process Data_com_Get_Contacts_Constraint/301J00000000idC exception by user/organization: ...
0
votes
1answer
53 views

Copying Lead field type==ID to Oppo lookup field (also type==ID) during lead conversion

I built an easy process in Process Builder where I can bring over the LeadOwnerId to a new field on the Opportunity when it's converted called LeadOwnerId__c. However, I'm running into the Too Many ...
-1
votes
1answer
20 views

Is it possible to use the Flow Name of a visual workflow to populate a field on the record that was created by the Flow?

I have a flow that creates a case record and would like to populate a field on the new case record with the Flow Name. So I basically need to track which flow created the case record. I have had no ...
3
votes
0answers
61 views

Error in Flow - Update Element

I have a bulkified flow which updates the user record. The error specifically occurs in a FastUpdate element which updates the user records stored in a SObjectCollectionVariable. Error string: ...
0
votes
1answer
312 views

I am getting error “An error occurred when executing a flow interview” in process builder

I am trying to call a Autolaunched Flow from Process. In flow I have two elements, that the first element to call apex method with passing few parameters from flow to perform logic and updating ...
1
vote
2answers
132 views

Using Ischanged in a workflow rule

I am trying to create a work flow rule that sends an email to our licensing group anytime a contact record goes from inactive back to active. Can I use ischanged and have it only trigger when it goes ...
0
votes
0answers
24 views

How do I handle date and a text in a Visual flow- formulae

I have an expression that contains below data types: counter --- data type Number /Constant Text --- any text Date ---- any date present in system. The formula return type is text : so have ...
1
vote
1answer
32 views

Accessing previously attached files in visual workflow

I'm using the Visual Cloud Workflow Designer to build a flow that will help users work cases. I need to provide them with access to the files already attached to the case they're currently working ...
0
votes
3answers
118 views

Login Flow - Show notification and then force logout

I'm creating a login flow that allows/denies login access depending on if a user has a checkbox selected on their User record. If login access is denied, I want to show them a short message describing ...
1
vote
0answers
23 views

Time dependent workflow acction on Oppo- Account level

I am creating a workflow on the opportunity level to create a task 2 weeks after the Account End Date has passed. Although it is visible on the opporunity, the parent for that field is on the account ...
0
votes
0answers
40 views

Error in VF Page from Custom Button

I have a flow in place that is assigned to a custom List Button on the Opportunity object. It is meant to create an Opportunity when the custom button is pressed the related list on the Account. The ...
0
votes
0answers
39 views

Flow Error From VF Page

I have a flow in place That is assigned to a custom List Button on the Opportunity object. It is meant to create an Opportunity when the custom button is pressed the related list on the Account. The ...
1
vote
1answer
580 views

How to access child record IDs through lookup in a Flow

I'm working a scenario where the Address of a parent record once changed shall update the address field of the child records as well. Initially i created a process to do so and it's working fine. ...