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I have an issue where I create a screen flow for the Opportunity object that would create one of 3 types Refund records base on a button click: a) Direct, b) Credit, and c) Duplicate.

  • Direct Refund button click causes a Data Table to display the list of Opportunity items to select.
  • Credit Refund button click also causes a Data Table to display the list of Opportunity items to select .

enter image description here

I then created the Quick Action for the Opportunity Object. enter image description here enter image description here

However when I try clicking on the Quick Action button (Request Refund) , the opportunity Line Items don't appear in the data table for the screen flow as they did when testing the flow in Flow Builder Debug. enter image description here

Here is the Data Table for the Screen flow. Just wondering if there is some permissions issue with displaying Line Items or something else. Thanks: enter image description here

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    does your screen flow do a get records on the Opportunity (or OLIs) given the recordID passed from the quick action?
    – cropredy
    Commented Nov 15, 2022 at 21:32
  • Nope. Maybe that might do it but I have to investigate because the record ID was not passed from the quick action like a Detail Button would do when calling a flow in its formula canvas. Commented Nov 15, 2022 at 23:21
  • see this blog post
    – cropredy
    Commented Nov 15, 2022 at 23:49

1 Answer 1

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Thanks to @cropredy who gave me a hint: I did have the recordId text variable as part of the flow however I misspelled the name as "recordID" and not "recordId" (All other properties were correct). As soon as I changed the name, everything worked and I was able to click on the Direct Refund button to verify that the screen flow data table displayed the OLIs (Order Line Items/ Opp Products) and that these OLIs were selectable. Thanks much.

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  • ah yes -- Flow input and output variables are case sensitive
    – cropredy
    Commented Nov 18, 2022 at 23:16

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