Questions tagged [visual-flows]

Commonly referred as visual workflows.

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14 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 ...
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1answer
32 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 ...
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13 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 ...
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29 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 ...
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23 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 ...
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1answer
28 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 ...
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1answer
19 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 ...
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1answer
33 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 ...
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11 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 ...
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0answers
18 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), ...
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10 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 ...
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2answers
43 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 ...
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1answer
13 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 ...
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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 ...
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18 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,...)
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1answer
26 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'...
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24 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 ...
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1answer
48 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 ...
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1answer
44 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?
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0answers
18 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 ...
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0answers
75 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: ...
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1answer
64 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 ...
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0answers
50 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 ...
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1answer
81 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 ...
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0answers
10 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.
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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 ...
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0answers
22 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 ...
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0answers
38 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 ...
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1answer
494 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 ...
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1answer
59 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 ...
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0answers
169 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 ...
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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 ...
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0answers
21 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/...
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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 ...
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1answer
93 views

Generic Error When Using 'Actions & Recommendations' / 'Guided Actions'

Issue I receive the following error when attempting to use an object-specific quick Action via the 'Actions & Recommendations' Lightning Component: Background 'Actions & Recommendations' ...
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1answer
2k views

Is it possible to return a value from a Lightning Component to a flow?

I have a screen flow that calls a Lightning Component (Lead Search). The component allows a user to filter for certain records (opportunities, accounts, and leads). The controller APEX class returns ...
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0answers
54 views

SFDC Flow Launched from Custom Button

I have a custom button on the Opportunity object that launches a Visualforce page. The Visualforce page passes the Opportunity ID to the Flow then launches it and sets the finish location. I know my ...
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1answer
36 views

Lightning Flow Issue

Is it possible to create multiple screens in a flow depending on number of records received? Scenario: If in flow by querying we receive 10 records, then can we have 10 different screens for each ...
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1answer
452 views

Showing Contacts of Accounts using lightning flow and lightning component

I am building a lightning flow to display a list of contacts related an account using lightning flow. My issue is that I am using lightning select aura component to show the contact related to the ...
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0answers
145 views

Removing duplicate values from a picklist in flows

I'm trying to create a flow that allows the user to log multiple calls for multiple different contacts. The ideal scenario would go like this: User initiates flow from a button on the Account object. ...
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1answer
47 views

Connect Apex Class to a custom Screen

I have created a custom apex class that makes an HTTP POST call using callouts. Right now I have it running on a schedule using an @future method. This is working fine, but I actually want to connect ...
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0answers
108 views

Multiselect picklist field values from a Salesforce Flow are not shown in a Survey I share on a community page

I´ve made a Salesforce flow with a screen component to make a survey and share it to external users with a public community page. Some of the fields I use are multiselect picklists. When I run the ...
1
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1answer
27 views

Double Validation (Re-typing) in Visual Flow

I have been asked to create a validation rule in a visual flow that requires a user to type a value twice. Then the validation rule will compare the two values typed (ignoring case) then if they are ...
0
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1answer
98 views

Web Component(LWC) in Flow(Screen) Salesforce [closed]

How I can to use Lighting Web Component(LWC) in Flow(Screen) Salesforce
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1answer
339 views

Flow: Collection variable - unable to assign field

I'm missing something with the Flow I'm building...but I'm fairly sure I'm close. Would appreciate any input please. I have a loop running to pull in my related records [working fine] I am storing ...
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0answers
10 views

Reporting with Custom Objects on Flow Sessions

We are using Flows to guide users through standard processes and want to be able to report on a user's session through the Flow, what choices were selected, etc. The Flows are hosted on a Community. ...
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0answers
32 views

Flow - Create unique set of records

Scenario: Asset is related to Account (Each Asset has an Account) Log is related to Account (Each Log has a Account) When an Account is updated(a certain field), I want to create a Log record. If ...
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0answers
20 views

Processing time of Flow

I have a flow created in Salesforce.It works when a button(generate internship) is clicked on Lead record.So the issue is- When all criteria is met and the generate internship button is clicked, it ...
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1answer
290 views

Visual Flow: Selecting a Record in a Flow Screen

It's been a while since I have dived into Salesforce's Flow product and before the Flow Lightning UI refresh rolled out. I have done this in the Flash based UI so I am puzzled but what I am doing ...
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0answers
91 views

Create dynamic picklist in Flow Builder from Text

The requirement goes like this: There is a MultiPicklist Field A on the Account (options -> A;B;C;D;E) and a Single Picklist Field B (options -> A;B;C;D;E) on Case. When the user updates the case, ...