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I am trying to create a Custom button on an Opp Record Page to trigger a flow.

I placed the flow Button on Campaign__c Record page. This Object, Campaign__c, has a Masterdetail relationship with Opps and a Lookup with Acc.

The flow is working correctly and if I debug it I get what I want: I start by selecting A record Opp. and the Lookup fields in the screen element get auto populated. this is where I select the Record enter image description here (Yeah, sorry for the OPP and ACC names)

When the flow is triggered from a record page I want the Account and Opp lookup fields to be auto-populated in the flow screen.

I honestly don't know how to get there, I have created record variable - Text or Record (tried both)

At the moment this is how is set up the 2 lookup fields in the flow and works (Only) within the debug page:

enter image description here enter image description here

I found a tip where it was suggesting to append a something to the button link: /flow/J_New_Campaign?OppRecordId={!Opportunity.Id}

Which I don't know if it makes sense.

Thank you all for the help and support.

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    Do you meant you want to create Campaign record from Opportunity page using Screenflow. Can you edit the post and let us know what you have tried so far
    – SaiPraveen Kakkirala
    Mar 20 at 11:02
  • I tried to explain myself better. Please check out the updated version of my post.
    – JACOPO PARISI
    Mar 21 at 10:09

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I guess you are trying something like below to auto-populate Account and Opportunity on screen when we click a button on Opportunity Page.

enter image description here

I just created a variable as below

enter image description here

I have used that variable to populate the opportunity and Account details automatically as shown below.

enter image description here

enter image description here

I have added this screenflow as action and when I click button on opportunity it is working as expected

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  • I did exactly the same, the only difference my flow is triggered from a button. if I had to guess the mistake is there;In the link! Also, if I debug and choose a random Opp. the 2 fields get prepopulated properly. when I press the button from a record page no "record-related" value is displayed.
    – JACOPO PARISI
    Mar 21 at 11:18
  • Can you try it by creating an Action
    – SaiPraveen Kakkirala
    Mar 21 at 11:26
  • I will try and let you know if worked, thanks!!
    – JACOPO PARISI
    Mar 21 at 13:14
  • The error was a wrong reference to the var in the button Link. Is now working properly with button.
    – JACOPO PARISI
    Mar 21 at 14:27
  • @JACOPOPARISI, Thanks for confirming.
    – SaiPraveen Kakkirala
    Mar 21 at 14:34

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