Questions tagged [visual-flows]
Commonly referred as visual workflows.
245 questions
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Process Builder + Flow - 1 object record create/update 5 variations in another object
I am trying to figure out the best way to achieve the following requirement:
I have a Object1 that I create a record checking or not 5 checkboxes as applicable. Example:
Name: 0002x9
Arrow (...
- 133
1
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1
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2k
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How to get count of related tasks and display in case object using process builder/flows, we should not use customization for this
I have a requirement where we need to get the related task count for a case and show on case record. We dont want to use customization(trigger logic).
I have tried with flows but not able to achieve ...
1
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1
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46
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Visualflow Issue
I am calling a visualflow through Process builder on Opportunity edit.
Want to call a flow to create order for a OpportunityID then I don't find this "OpportunityId" field in the list.
But when I ...
- 702
1
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1
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137
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Salesforce Visual Flow reaching Governor Limits
I'm trying to run a Visual Flow in Salesforce that runs through all of a custom objects records called Cross Sells (~1,000,000 records) and updates a lookup field. This flow is failing due to the ...
- 105
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2
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1k
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Is it possible to Show / Hide custom fields based on picklist values using visual flows?
i have one scenario which is show / Hide Fields in page layout based on picklist values (Note : i already developed one vf page to achieve this but it's not allow me to show in edit mode of record)
...
- 1,182
2
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1
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1k
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How can I return the results of many IDs associated to a record during lookup?
I am using a flow which works on the task and event related to opportunity.The flow works for updating the task/event with their whatid(opportunity) and whoid(contact). It works fine for one record of ...
- 702
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1
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2k
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Flow in VF page - set return url to id of Flow variable
I have a simple Visual Flow embedded in a simple Visualforce page that creates a record in a custom object. When the flow ends, I would like to redirect to the detail page of the record that was just ...
- 156
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2k
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Too many DML Statements 151 when executing flow
I have created a flow that looks up for opportunity object and then performs certain modification.
******The flow works fine in the sandbox however when I run the same flow in production. I get "Too ...
- 551
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2
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2k
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Account Team Flow/Process
I have a Process that triggers a Flow. The flow takes a user from a lookup field on Account and adds them to the Account Team - work fine
My issue now is that I want to delete the user from the ...
- 31
0
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44
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How do I attribute a Campaign to a Lead using visual workflow?
I have a publicly accessible flow and it has been working great. As an adjustment, we would like to hard code a campaign for each lead created by this flow. However, updating the campaign field from a ...
- 47
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124
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Visual Flow Approval
From my visual flow, I need to approve a record that's in the pending stage of an approval process. I've been able to get as far as creating a flow that gets the pending ProcessInstance of the record ...
- 775
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31
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Visual Force Flows
Hi I have a doubt on VF flows. I am supposed to make a survey where in there is a question that needs to be answered using a flow. However the task is that once a user selects an option for eg: good, ...
- 11
2
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1
answer
1k
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Visual Workflow Text Area Character Counter
I've successfully implemented a character counter using js in a visualforce page.
I was hoping to use the same or similar functionality for text area fields in a flow embedded in a visualforce page, ...
- 47
4
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2
answers
3k
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Process Builder Flow to send Email Alert at a Specific Time Say 9 AM CET
I have a business requirement to send email alert 7 days after Opportunity Close Date @ 9 AM CET time. But i dont see any option where I can specify time or hours in Process Builder. I see option for ...
2
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1
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370
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Creating Multi-records Using Flows - can't nullify input elements in flows
So I created a simple flow(to create multi-records),
So in the first screen it asks to enter some fields and using those fields I create records and in the Decision Block based on certain conditions ...
- 393
3
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1
answer
3k
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Process Builder Criteria from Related List
Can field values on related records be used as criteria in Process Builder?
Example:
We have a custom object called Affiliation__c as a junction between Account & Contact objects. To create the ...
- 41
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1
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77
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Using loop in the Visual flow
Actually I am new to visual flow and got strike up in one of the requirement .Could you please help in this ..it will be great helpfull ..
Can we show more than one record in the single screen by ...
- 143
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1
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494
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Salesforce Flow Opportunity to Order Errors
I have an interesting workflow and maybe that is what needs to change. Right now I have Shopify front end and am using Zapier to take orders from Shopify and create accounts in Salesforce as well as ...
- 11
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1
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7k
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Invoke Apex Code from a Flow
I am new to visual flow and i need some help on the Apex code from a flow and Process.Plugin .Actaully i have scenario where i need to create survey question and answer in visual flow using the Apex ...
- 143
6
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2
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8k
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Can I use Custom labels in VisualFlows?
Whats the best practice in terms of visual Flows Processes in multiple languages? would appreciate any recommendations.. I find it a bit weird that I need to Clone the whole Flow.. I'm trying to ...
- 1,691
0
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1
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62
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Search and Selection using Visualflows
The user would be presented with a screen into which they insert part of an Account Name. The flow would look up the Account Name and present users with all accounts containing the search string. ...
- 918
1
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359
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Error with matching account and contact in custom object (flow)
Error with matching account and contact in custom object (flow)
Greetings, I am creating a custom product donation object which includes lookups for both contact and account. The account being ...
- 407
2
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0
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538
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redirect to mobile detail page layout from flow
I am creating a custom object record via a flow. At the end of the flow, the user is redirected to the detail of the record that has just been created in order to add some attachment.
Users will use ...
- 500
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674
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Deployment Error - Flow Must Have a Start Item
I am trying to deploy a flow that simply invokes Apex. It works as expected during functional testing. However, when I attempt to deploy it with Eclipse, I get the below error.
Deploy Results:
File ...
- 151k
3
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2
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2k
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Visual Flow Community user access
I have a custom button that launches a visual flow which I have modified to work in my Partner Community (called 'Partner Community'). The name of the flow is 'Resubmit_Lead' I am unsure as to why the ...
- 879
2
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1
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48
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Is it possible to move a triggers such as BeforeDelete to a workflow or process? [closed]
Is it possible to move a triggers such as BeforeDelete to a workflow or process? What would be the best/most optimal design for such a case? Process objects are triggered on creation and edit, but I ...
- 489
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3
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288
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VisualFlow dynamic choice not displaying any record after deployment to production
I have created a VisuaFlow where the user starts off from a screen where they have a picklist to select all created Pricebooks.
When created and tested in Sandbox environment, the picklist correctly ...
- 41
1
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1
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455
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Visual Flow - Unable to pass multiple selected values from one screen to next screen
I want to create a visual flow wherein there will be two screens. On first screen I want to select few fields(only name of fields will display in multiselect picklist) from a list of lets say 20 ...
- 11
2
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2
answers
8k
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I would like a Flow to delete a record as part of a Process Builder process
Hopefully simple.
I'm fully ok with making the process and the criteria required, I just need to know how to make the flow that actually performs the deletion.
Obviously there is an action in ...
- 543
0
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1
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464
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reRender outputPanels in VisualForce page based on user selection from a Flow
I've created a Flow to Convert Leads and I've embedded it into a VisualForce page. The reason is so our users can Convert Leads and also look up/create Accounts, Opportunities, and Leads from this ...
- 365
3
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2
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674
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Dynamically embed a flow in a page
I want to embed a flow in a Visualforce page. I have 4 flows in place and a page parameter decides the flow that needs to be embedded in the page. So it is like dynamically deciding the flow to be ...
- 133
7
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1
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18k
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any way to handle validation rule errors nicely in flows
When working with a visual flow, it seems that when you get an error saving a record because of a validation rule, that the only error Salesforce will give you is:
An unhandled fault has occurred in ...
- 2,436
2
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1
answer
2k
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Visual flows unable to run the flow
I have created the visual flow and created new web tab for that flow .but when I am trying to run the flows ..its throughing error like "Your flow doesn't have a Start element assigned" I am not able ...
- 143
2
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2
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942
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Custom Field picklist values in Visual Flows
In my flow, i need to display the picklist values of a custom field in opportunity. How can i achieve this, without necessarily creating them in the flow again. Is there a way to do it?
Actually i ...
- 81
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1
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3k
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How can I send an email via Visual Flow that includes a record link?
I am fairly new to Flows and am working through a flow that sends an auto-notification email from a task, but rather than use an existing email alert to send the email, I am trying to build it within ...
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1
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1k
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Salesforce Lightning Process Builder
I am testing out the new Process Builder in Salesforce (Pilot). Working on a MacBook Pro I am having problems with the "Define criteria for this Action Group" pane, it is not able to fully display ...
- 5,317
2
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1
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718
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In VisualFlow, is there a way to capture the running user?
Is there a way to pass into VisualFlow the username (or other $User value) so that you know which user is running the flow?
I've tried to use this:
&varAccountID={!Account.Id}&varUserName={!$...
1
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1
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646
views
Creating a flow that will on an existing account create an opportunity and populated some details
i have been working on this for the last 2 days and making bit of progress, i am stuck at the first part which is crutial to me and i cannot get my head around it yet, i think once i can understand it,...
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3
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2
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773
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What is the best way to populate data from external users
My SF instance needs to get data and approvals from a lot of external users outside of the organisation. I would like to know what is the best solution to get data from these users without giving them ...
- 4,918
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186
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apex:actionFunction stopping previous button to show previous screen
I have a visualforce page
<apex:page controller="ActionFunctionDemoController" >
<flow:interview name="Calculator" rerender="ddff" />
<apex:outputPanel id="ddff" />
&...
- 2,151
1
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3
answers
1k
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Loop Element in salesforce Visual WorkFlow
there is a loop element mentioned in Visual Workflow.but in my developer org in which i can create a Flow.when i see palette tab there is no loop element.i can create Apex Classes and Apex Pages with ...
- 2,151
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3
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2k
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create flows button using JavaScript in salesforce
I want to display flows in lead object direct button no need to use visualforce pages,i think it is possible in javascript can you please suggest me...
Thanks,
Bhaskar
- 31
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2
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1k
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Launch Visual Flow from custom button determined on Record Type
I have a custom button which sits on a Contact that launches a Visual Flow. If the Account relating to the Contact has an Account Record Type of 'Merchant' then I want the Flow to run as normal. If ...
- 879
3
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1
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2k
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Compound Address fields and DescribeFieldResult
I have generic code in my org that retrieves all fields that are accessible by user
public static String returnAllFields(String objectName){
String fieldsCSV = '';
for(Schema.SObjectField ...
- 811
3
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1
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3k
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Can we do Custom Datetime in Visual Flows?
I want to create an Event from Visual Flows, and in that I need to generate an Event with fixed Time but for a Date read from another record ( a custom object).
The idea is to click a Button and it ...
- 6,040