Questions tagged [visual-flows]

Commonly referred as visual workflows.

Filter by
Sorted by
Tagged with
0
votes
1answer
20 views

Lookup field to not hide inside flow screen

How can I fix this issue? Flow screen is hiding the search results and user has to scroll to find a value or to create a record as "New Account" is the last option. I tried z-index and ...
0
votes
0answers
18 views

Assign Multi-Picklist value to screen Flow

Lightning Flows: I have a requirement to read Multi-pick list field values in an object based on a criteria and assign the same to Multi-pick list field on a 'screen'. I know this is not straight ...
0
votes
0answers
9 views

Subflow Clearing Record Variable Assignments

I have a screen flow that starts with a screen that prompts the user for address data using "Address Picker Autocomplete for Flow" from the app exchange. This maps the values to a record ...
1
vote
1answer
53 views

Embed a Flow in a lightning web Component

Is there a way in LWC, to call flow from web components. I have a task where I need to add flow into Global action traditionally its not possible with salesforce out-of-box functionality. I'm able to ...
0
votes
0answers
25 views

List View Button to Launch Salesforce Flow?

I need to create a custom List view button that launches a Flow to update records. Is it possible to distribute a Flow via Custom List View button?
0
votes
1answer
30 views

FlowRecordRelation object is fetching blank records

I have a process builder named inbound leads that will fire while creating marketing leads and i have included a time trigger within this process that will fire a flow to send an email to different ...
0
votes
1answer
28 views

Can we query child to parent record fields in a Lightning Flow in getRecordS

I have requirement to get all contacts where account name is a particular value. How can i do it in GetRecord in Lightning Flow?
0
votes
0answers
17 views

Refresh custom lightning component data on flow completion

I have a Opportunity Record detail page. I have a flow screen on a detail tab. There is a custom lightning component, under the same tab as well. My requirement is that, the lightning component ...
0
votes
0answers
21 views

Refreshing record page when changes made in lightning cmp

In LEX, I have a record page, which shows the record details on the left (standard cmp) and a flow screen on the right. The flow screen includes a custom cmp with a text area. The record fields on ...
0
votes
0answers
44 views

External Services Flow returning null

I've created a flow to utilize an External Service, however, the flow appears to be returning a null object response despite the 200 status code. In addition, the flow doesn't seem to allow me to view ...
0
votes
2answers
94 views

Salesforce flows picklist with blank option and mandatory and validation

I need to make a picklist mandatory in flows. Please help me to know what i might be doing wrong. I have a picklist element in flow and on-screen load the picklist field was getting defaulted to the ...
0
votes
1answer
22 views

Fail to pass Value from Lightning Component to Flow

I am passing the values from lightning component to flow using Design Attribute. On Loading Flow 1 Screen, I am not getting the values of that attribute passed from lightning component to flow , ...
0
votes
1answer
29 views

Get the translations of Record Types in Flows or Use of Schema Class in Flows

Is it possible to use schema class in Salesforce Flow without calling Apex? For example, is it possible to declare a variable, or a record choice set by using for example: Lead.SObjectType....
0
votes
0answers
17 views

Validation Message on next button click on adding Lightning component in Flow

I am embedding lightning component inside a flow which is used to add/insert certain records. I do not want the flow to move to next screen if the no of records inside the component are 0. The ...
0
votes
1answer
19 views

Picklist choice for flow

I have a field that stores comma separated values. We ask users in a free form text (string field) to add fruits they like, for example: Apple, Banana, Pineapple, Mango, etc. On the flow screen, we ...
0
votes
0answers
13 views

Flow finish behavior - flow called by custom URL button

I have a Visual Flow that is triggered by a Button on a record. The flow sends an email notification and posts to chatter (without requiring any user input). When the flow is finished I just want ...
1
vote
2answers
29 views

How do I invoke an apexclass from flow and return a list back to flow

I have a flow from which I want to call an apexclass and retrieve a list of picklistvalues so a user can select from these in a flowscreen. How do I achieve this. I tried the code below but when I use ...
0
votes
1answer
154 views

How to concatenate two fields together in a Salesforce Flow Formula element?

I am trying to concatenate two field values together in a formula resource in Salesforce Flow however, despite seeming trivial, I can't get the syntax right to show the correct output. I have tried ...
0
votes
0answers
22 views

Display more than 3 dependent picklists in visualflow

I want to use picklist fields which are 5 level dependent but in flows we can add upto 3 levels. Is there any alternative way through which I can overcome this limitation? Piklist dependency would be ...
0
votes
0answers
33 views

Prepopulating lookup field on flow

I need some help with a flow which I have developed to create a survey (custom object) record. This flow is being launched from an action button on a party event custom object. The idea is to capture ...
0
votes
0answers
25 views

Visualforce variable update not accessible in Flow

The basic question is this: can a VF controller update a variable and that new value be accessible in the flow? I had assumed that a variable defined by apex:param in a VF page would be accessible by ...
0
votes
1answer
42 views

Removing standard CSS SLDS or overriding

I have embedded a visual flow inside a component. On embedding some of the css is not going well and the CSS class is standard on debugging I found that it is because of the class and its properties ...
0
votes
1answer
76 views

Make checbox/checkboxGroup(All Option) required in visual Flow

I am building a form which in the end is having some declaration which needs to be checked by the user in order to go to the next screen. Unable to get the same using checkbox and have used checkbox ...
0
votes
1answer
41 views

BR() not returning a line break in flows

As per Use the BR() Function in Flows and Processes Correctly (Critical Update), I am expecting BR() should return a line break. Through flow loop element, I am populating text area field. After each ...
1
vote
0answers
26 views

Lightning Out Flow

I am trying to Render Lightning Flow Runtime in a Visualforce Page. Lightning out app Code: Visual Force Page Code: var ...
0
votes
0answers
22 views

Page rendrering with lightning component and flow

Iv'e built lightning component which calls a screen flow and put this component on my record page. Everything works as expected, but there's an issue - when i'm clicking 'Next' (on the screen flow), ...
0
votes
0answers
13 views

Flow Core Action testing

I have a flow in which I'm using CustomNotification and SendEmail 'Core Actions' . Whenever a case is created a bell icon is shown via CustomNotification action and an email is sent via SendEmail ...
0
votes
2answers
115 views

Standard Field Reference in Process Builder,Formula Field

I'm creating a work flow rule to update a check box field on contacts page layout to true. Rewards (custom object) is the related list on Accounts It has a custom field called RewardsContact which is ...
0
votes
1answer
22 views

Remove flow attachment if flow not finished

I have a flow pop open inside a custom modal within an Aura component. Modal popup has an option for user to "X" out of it (close it). Problem is, within the flow, user has ability to upload Files and ...
0
votes
0answers
13 views

Flow behavior different in Classic vs. Lighning - Deletes variables when Clone a ticket

I am working on an HR ticket flow with required fields. I have the flow working to close a ticket in Classic, but not in Lightning. Here is what happens I clone a Closed ticket with all required ...
0
votes
0answers
36 views

How to lookup Employee object to Contact object in Flow Builder?

I'm creating a flow in flow builder, in that I want all the fields in contact object to be looked up in employee object (Like, email, address, phone number, first name, last name,...)
0
votes
1answer
47 views

Displaying created case numbers on screen flow?

I have a screen flow used to create cases to the trading department. The flow functions as it should, however on the final screen, I want to give a reference to the case numbers that were created. I'...
0
votes
0answers
37 views

Lookup component in Flow not returning search results

I am trying to build a flow with a lookup component, Please refer to the below image for the lookup Component details in the screen Here Fee_Allocation__c is the name of the Object which has a field ...
1
vote
1answer
65 views

How to pass phone and email to invocable method

I have a visual flow from which I want to pass some person account info to an invocable method. It seems that when I use a phone and email field I can't assign them to my invocable class. Is this ...
2
votes
1answer
76 views

How can I send a variable with a type Apex-Defined to subflow? [closed]

How can I send a variable with a type Apex-Defined to subflow ? Or this impossible?
1
vote
0answers
19 views

Requesting UX recommendations for multiple business objects creation in a flow [closed]

We have a requirement to implement a wizard (Salesforce flow) for creating multiple records of a business object. There are about 7 fields that are needed to be entered differently for these objects ...
1
vote
0answers
117 views

Run a Autolaunched Flow created with the new (winter '20) schedule option

I have a flow as described in the title, created with this feature. If I click on the 'Run' button i receive the following error: The flow failed to start because the provided values were not valid: ...
0
votes
1answer
103 views

Run a Autolaunched Flow with Trigger type Scheduled

I have a flow as described in the title. If I click on the 'Run' button i receive the following error: The flow failed to start because the provided values were not valid: Scheduled Flow could only ...
0
votes
0answers
102 views

Inconsistent behavior of help text in flow screen

I have created a screen flow and added a screen with two input. One is text input and other is radio button. I have also added text variable {!HelpText} whose value is blank. I have added variable ...
0
votes
1answer
152 views

Creating community user with flows

I am creating community user with a flow. I am passing all the required fields, but running the flow results in error. my error is : Error Occurred: This error occurred when the flow tried to create ...
0
votes
0answers
11 views

Unable to get Flow Formula References In Salesforce

Trying to replicate Condition 1 in by adding new condition but couldn't see any reference after myVariable.Current.CreatedyBy.
0
votes
0answers
14 views

Is there a way to tell if a record is created from a flow?

We use two ways of creating a record. The manual way where you have to fill in the fields yourself, and through a flow which autofills as much as it can. Im at a point where i have to distinguish ...
0
votes
0answers
49 views

Passing Email Merge Fields into Salesforce Flow

I have a Lightning Flow that uses a picklist to display certain Email Templates to chose from. Upon selection, the next screen will display the contents of the email alert (Subject, Body). The only ...
0
votes
0answers
65 views

How to use merge field values in Lightning flow

I am using record choice set to get all related files in a lightning flow. I want to display name of the files in a multi select picklist from where user will select some files. I am trying to get ...
0
votes
2answers
963 views

Retrieve all selected records from multi select picklist in lightning flow

I am trying to use multi select picklist in a lightning flow. Picklist values are being populated by a record choice set. I want to get the id of all selected picklist values. I came to know the ...
0
votes
1answer
99 views

How to configure Visual Flow Screen Aura components to use the same instance of Variable?

I have a Visual Flow that consists of several Screen elements together with Lightning Aura components. A general idea of the flow architecture is that there is a Decision element called Router, which ...
2
votes
0answers
275 views

Community user with customer community License not able to run Screen flow

I have created a screen flow and login flow. Have called the screen flow from the login flow. Login flow is configured to execute on community user login. When the community user logs in, my login ...
0
votes
1answer
33 views

Is there a way to fire an e-mail workflow without saving a record first?

I have a business case where 1.) someone takes a phone call 2) creates a case 3) ends call and continues researching before saving the case finally a user could have multiple case tabs open before ...
0
votes
0answers
23 views

How to mimic record type with out using record types in flows?

I have a legacy object in the system, that is not in need of creating some record types. However, creating record types is not approved for this object. My thought was to use some kind of dynamic/...
1
vote
0answers
18 views

How to Customize my Lightning Flow Called From Lightning component

When i give an managed package to customers i should give them the flexibility to create a new lightning flow with 'n' number of inputs and 'n' number of outputs and allow them to fill the flow name ...