Questions tagged [screen-flow]
Use this tag as a reference to questions that are related to screen flows in Salesforce.
242
questions
-1
votes
0
answers
19
views
dependent picklists reset when you forget to fill in a required field and try to move to the next screen in a Salesforce Screen Flow
I have a situation where requiered dependent picklists reset when I forget to fill in a required field and try to move to the next screen in a Salesforce Screen Flow. Even if "Use values from ...
- 1
1
vote
0
answers
25
views
ContentDocumentId is null when guest user is uploading a file in Salesforce site
So I have a web-to-case scenario. I need to build a customer support form wherein the customer is able to fill out name, email, subject, description and attach files. Once he fills all the fields and ...
- 11
1
vote
1
answer
52
views
How to restrict users accessing the Custom Metadata Type Record?
We are building a application which required a Public Custom Metadata Type. We have a Screen flow which has an LWC Component which calls an Aura Enabled Method of a public with sharing class. In this ...
- 91
-1
votes
0
answers
29
views
Unable to Get response from third party in flow using external service
I am trying to call a http callout from flow using External services but unable to get the response in flow , the same request is working in Postman . Below the screenshot of the error is attached , ...
-1
votes
0
answers
30
views
Salesforce screenflow on Wordpress site
is it possible to insert screen flows into a site made with WordPress?
Form type screen flows, therefore only for taking data
- 1
0
votes
1
answer
40
views
Assigning ID of created record in Salesforce Flow without assigning values manually
I am trying to basically Clone a record so I do a simple GET and then Create the record from that GET data.
Still, when trying to access the ID of this newly created Opportunity I get 'True' as the ...
- 218
-1
votes
1
answer
56
views
Redirect to 'create new record' page from flow
I have scenario where I have designed a flow that when new button clicked on A1, A2 or A3 object's, flow ask questions and then creates record for A1, A2 or A3 based on asnwer. As soon as user click ...
1
vote
1
answer
52
views
Screen Flow Number component is not updating
I had created screen flow with three component.
Component 1:Start Date
Type- Date Component
Component 2:End Date
Type- Date Component
Default Value - Formula(Start Date + Days Left)
Component 3:...
- 21
-1
votes
0
answers
34
views
How can I create modified clones of an opportunity in a flow, build a collection, and create the records in the database?
Asking this question, since the other question on this topic is 10 years old and during that time, a lot has changed in the visual screen flow.
I am trying to construct a flow to create multiple ...
1
vote
0
answers
71
views
Get Records step in flow fails with "No Records Found" and exception code 231671529-59965 (977953077). Query in workbench fetches records
(I am an advanced level Salesforce dev/architect. Have developed several flows in the same org and deployed, never had such issues! But this is new since the Monday of this week):
This is a flow I am ...
-1
votes
0
answers
38
views
How to create a custom button on the Screen flow to determine user clicked the button or not?
Hope everyone is enjoying the day!
I am a new starter in Salesforce. I have a Flow which is cancelling the record.
Scenario:
The Flow will be called via quick action button on the detail page of the ...
-1
votes
1
answer
28
views
is there an easier way to validate field length on an input field in Salesforce Screen Flow, or do I need to add custom validation each time?
It seems like screen flow should have a max length setting for text fields, but it does not. Does this mean for every text field I need to add custom validation to check the length? I feel like ...
- 9
-1
votes
1
answer
41
views
Get ID of newly created record in screen flow
I know there is a similar question, however it did not help me all the way through. I have a screen flow to clone a Quote record.
I use a screen flow because my Quote object is master to 4 other ...
0
votes
1
answer
44
views
Created a screen flow with rich text component to send email. But receiver can receives mail but the image is not visible to the receiver
We created a screen flow to send email without email template.
We are using rich text box for body of email.
Flow is working, but the issue is: When sending the email along with the image, the ...
0
votes
1
answer
68
views
Error on translation workbench
I am trying to translate a text on a screen flow. However when I navigate to the flow element on the translation workbench, I get the following error:
Error is in expression '{!...
- 1
0
votes
0
answers
37
views
Make a universally not required field REQUIRED using Dynamic forms for Flow
I am creating a screen flow to guide users through creating a new account and contact (there's a back-story to why we need this). In the first screen they select the Record Type, and then I initiate ...
- 135
0
votes
1
answer
61
views
How do you configure a lookup field's dropdown list preview content?
When you have an input control for a lookup field, suggested options are presented in a drop-down menu as you type. Can you change which fields are used in the suggestions and, if so, where is that ...
- 307
-1
votes
1
answer
55
views
Create a conditional pattern for validating phone number in Screen Flow
I am using a screen flow to capture information that will create multiple records, and one of the fields I need to capture is a Phone field. Depending on a value set previously (Country), the phone ...
- 135
2
votes
0
answers
35
views
Tools for documenting complex Flows
I was wondering if anyone may know a tool to get documentation of how a flow works.
The thing is, I have a quite complex screen flow, which was built some time ago and there's no written documentation ...
0
votes
1
answer
145
views
Fetching Related Records from flow Data Table
I'm trying to display a chosen value from a data table's lookup field, but it's coming up as null. I've checked the permissions, and this is related to the User lookup field, where I'm trying to get ...
- 323
0
votes
0
answers
100
views
Reactive Screen value - using Record Choice Set component
I have a screen flow with 2 components on the same screen:
Product choice - Picklist component that uses Record Choice Set (Product object) in order to choose a product record from a dropdown list.
...
- 191
0
votes
1
answer
28
views
Update quote after unlocking it in screen flow
I have a business requirement that lets a the user - who submitted a Quote record for approval - update it if he wants to.
For this, I created a screen flow. I start by unlocking the record and then I ...
- 79
0
votes
1
answer
37
views
Creating a Network Member Record in a Screen Flow
We have an experience site available to the public. Anyone can submit a User Access Request (UAR) to gain access to the site and perform some tasks. The requests have to be vetted internally first, ...
- 61
1
vote
1
answer
395
views
unable to pass recordId to screen flow on community site
I created a Lightning Web Component which is a custom compact layout to use on the community. The component allows me to show buttons with conditions since dynamic forms are not available on the ...
- 79
1
vote
1
answer
46
views
Fields from lightning-record-form not displaying in screenflow
I am struggling with a screenflow here.
I made a LWC which I want to include in a screenflow that runs in the salesforce homepage :
When I start the screenflow, I can see that my LWC is here, but the ...
- 43
0
votes
0
answers
58
views
Override the NewCase Action with a Lightning Component that launches a Flow in a pop-up
Overview
We've built a custom screen flow to guide Users through creating a new Case record. We would like this flow to override the standard "NewCase" action, so that when a User clicks it, ...
- 413
0
votes
0
answers
60
views
Facing Issues in Einstein Next Best Action
I am facing an issue in Einstein Next Best Action, I am unable to get a value of the input variable "isRecommendationAccepted" in my flow while accepting or rejecting the recommendation.
...
0
votes
0
answers
141
views
Flow Screen to manage related records in a collection
I am trying to think through how to create a straightforward, user-friendly screen to manage a collection of records. The client prototype is pasted below. The user will add 1-6 time and date entries ...
- 151
-1
votes
1
answer
119
views
AURA component with implements="lightning:availableForFlowScreens" not showing up on flow screens
I have an aura component that has implements="lightning:availableForFlowScreens", but won't show up in the flow builder, other AURA components show up, but not this new one. Here is my AURA ...
- 342
-1
votes
1
answer
26
views
Calling functions in a screen flow
I am creating a screen flow with a http callout. First the screen captures a few fields from the user, then it makes a http callout to send the info captured as parameters to a remote site. Among the ...
- 13
0
votes
2
answers
163
views
ShowToastEvent does not fire from LWC placed on Screen Flow
I have implemented this example provided here:
https://salesforce.stackexchange.com/a/385665/138510 provided by @vitalii-dehnerys
But still, the Toast does not get fired from the LWC when it sits on ...
- 1
1
vote
1
answer
581
views
Accessing Record Id for a Record Created from a Record Variable
I'm working on a screen flow where I create a record and need to access its Id right after. The Create Records element sets the record fields with the "Use all values from a record" option. ...
- 61
0
votes
0
answers
43
views
What mechanism can I use to calculate/display text output based on (possibly multiple) related child objects on custom object
Please forgive me if there's a related post, but I couldn't find one. As the title suggests, I have a custom object (A) that will be the parent side of a lookup relationship and I am looking for a way ...
- 1
0
votes
0
answers
56
views
Subflow screens showing parent flow header
I have two flows, one flow i basically a decision that goes into different subflows.
When you hit the subflow i want it to show that specific header so the user has context to what they're doing.......
- 332
1
vote
2
answers
100
views
Visualforce PDF sent as EmailAttachment in an Apex Flow Action is corrupted
We have a Screen Flow that basically creates quotes. In that flow, two Apex Actions are called: one that creates a QuoteDocument from a visualforce rendered as pdf:
PageReference pdf = Page....
- 895
0
votes
0
answers
35
views
Picklist Choice Set - New Resource Value unavailable
I hope someone can help...
I'm creating a Screen Flow to create a new Opportunity with a Picklist Choice Set in one of the Trailblazer Playgrounds.
I've created a StageName Picklist Choice Set and I ...
- 13
0
votes
0
answers
115
views
Using flow to create X new records, based on user input X, of a custom object
Here's the use case:
User creates a course (custom object) that has X sessions. The goal is to create a screen flow that is launched from the course and asks the user, how many sessions do you want ...
1
vote
0
answers
76
views
Sending email through ScreenFlow - problem adding threadId to template
I have created a ScreenFlow that's triggered with a button on a Custom Object (called Tech Issue).
When clicked, user can select multiple Cases amongst the Cases that are linked to said Tech Issue.
...
- 13
0
votes
1
answer
424
views
How to translate text in flows?
For example - I have a screen flow that shows a confirmation message like this:
The opportunity has been converted successfully:
{!Opportunity.Name}
The opportunity name also has a link to the actual ...
- 2,272
0
votes
0
answers
29
views
Sharinpix Mass Download - Alternative
Our org uses SharinPix to upload images to Opportunities, Tasks & Events. When we initially switched over to SharinPix, we needed a way to view these images in a user-friendly way (mainly for ...
0
votes
1
answer
386
views
How to dynamically change Flow embedded inside LWC
I am trying to reload a flow inside LWC based on Flow Name. This Flow name i Pass using a button click on LWC dynamically. I am using lightning-flow to show the flows.
On button click I just change ...
- 29
-1
votes
1
answer
52
views
Sender Type options not available
According to the documentation the Send Email core action (for a screen flow) should have the options of CurrentUser, DefaultWorkflowUser or OrgWideEmailAddress in the SenderType.
However none of ...
- 69
1
vote
1
answer
187
views
How to default the value of a conditionally rendered checkbox in a screen in a flow to false?
I have a flow where there are four checkboxes in a screen but one of them is conditionally rendered. That checkbox has its "Default Value" set to {!$GlobalConstant.False}, but that ...
- 135k
-1
votes
1
answer
58
views
Filtering an email list in a flow by industry picklist with multiple selections
I am trying to set up a flow to send an email to newsletter subscribers in a custom object (Newsletter) filtered by industry.
Currently industry is a picklist field, not a multi-select picklist, ...
- 1
0
votes
0
answers
41
views
Any way to have clickable labels of Checkbox elements in Flow Screens?
An input of Checkbox type can be added to a Flow Screen:
but the output when the Flow is run will only accept clicks on the checkbox and not on the label. That is inconsistent with e.g. checkbox ...
- 135k
-1
votes
1
answer
706
views
Call a Screen Flow from Apex
I've created a visualforce page with an Apex controller and have a button that should open a Screen Flow but am unable to do so.
Here is the code that should call the flow:
public void ...
- 1
0
votes
0
answers
106
views
How to hide the first picklist from a dependent picklist on a screen flow?
I use the dependent picklist component in a screen flow. I only require the user to input the value of the second picklist (child), they should not be able to change (if possible not even see) the ...
- 3
0
votes
1
answer
113
views
CANNOT_REPARENT_RECORD when updating Contact's AccountId in flow
I have a flow that, in the end, updates AccountId to empty string and it was working fine but now is giving me the following error:
CANNOT_REPARENT_RECORD: Before you can make this contact private, ...
- 875
0
votes
0
answers
35
views
how to assign role to the pporal user in commerce b2b cloud
public without sharing class CreateAccountContactUser{
@InvocableMethod(label='Create_Con_User' description='Contact User')
public static void processRecords(List<FlowInput> inputs) {
...
0
votes
0
answers
81
views
SF Flows: Error handling in screen flows
I am working on a screen flow which will call an invocable action. The LWC component which initializes the flow in not in my team's domain and may not be handling errors. I am wondering if I create ...
- 3