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Questions tagged [visual-flows]

Commonly referred as visual workflows.

2
votes
1answer
26 views

Can we put lightning web components into a Flow?

I understand you can put aura components into a Flow, but I don't see how to target an LWC for Flows. Is there a cleaner way than creating an aura wrapper for the LWC?
0
votes
1answer
36 views

How to prevent a login flow from applying under certain circumstances?

My login flow prevents users from logging in to Salesforce for Outlook. This seems to be due to a bug: Gorav has suggested here that it "should be possible to bypass the flow for outlook client". ...
0
votes
0answers
14 views

Problem when assigning a record variable to a platform event Message in a flow

I am currently using an organisation with the Summer 19 release update and the API version 46.0 in one of my scratch organisations. I am unable to assign a record variable for stored a Platform Event ...
0
votes
0answers
9 views

Flow screen needs to be default to top of page

I am using flow screens for form. By default when the screen opens, it defaults to the middle of the page. Is there a way, I can make it default to top of the page. Thanks
0
votes
0answers
8 views

What options are available for defining record state (FSM) that will evolve through a process flow?

I'm developing a workflow for converting a lead into a customer with an ongoing service contract. The progress of process is governed by external factors checking out. I would typically use a finite ...
1
vote
0answers
33 views

Lightning Runtime Flow URL retURL to any page on salesforce is broken because of CORS

CORS Error: CORS: No 'Access-Control-Allow-Origin' header is present on the requested resource. Access at XMLHttpRequest at 'https://domain-dev-ed--c.na94.visual.force.com' from origin 'https://...
0
votes
1answer
17 views

Refresh Lead Status (Path) in APEX

I currently have a flow, which calls an apex class on completion. This class changes my Status/Path of the lead. I want to refresh the path (lighting component), when my flow finishes or when the ...
2
votes
1answer
67 views

How to pass in a list of Strings to an Apex Action in new Flow Builder?

I have a simple screen flow, which takes in a case Cancel Reason, and if that reason is Other, will get allow a user to specify the other reason via text entry. We have an Apex server method called ...
0
votes
0answers
15 views

Navigate to record details of record created during a flow

I'm trying to navigate to record details of record that was created during the flow. I tried adding simple lightning component with lightning:navigation on a last screen but instead of redirection i ...
0
votes
1answer
76 views

prepopulate field values while creating a new record using lightning flow

I have created a flow with 3 screens and placed on the opportunity record page using lightning app builder. I need to create case record from a flow. So I want to pre-populate some values for the ...
1
vote
1answer
46 views

How to call flow in lightning component

I need to run/call a flow in lightning component.i am getting the below error message : Uncaught Error in $A.getCallback() [[object Object]] Callback failed: serviceComponent://ui.interaction.runtime....
0
votes
1answer
488 views

Use the c:updateScreen local action to refresh a related list from a flow

Has anyone figured out how to use the c:updateScreen component to refresh a related list from a flow? Here is what I am trying to do: Launch a flow from an Account page using the new Guided Action ...
1
vote
1answer
414 views

Visual Workflow - Issuing with copying email attachment to new email

I am trying to create a flow that can duplicate an email message including attachment onto a new case from an existing case that has been closed. So far I have been able to create the flow as ...
1
vote
0answers
16 views

is there a way to check if there is an approval process to aply to a record from a visual flow?

I'm doing a visual flow to validate some information before calling an approval process, in some cases the record does not apply to any approval process and I get an error. Is there a way to know if ...
1
vote
2answers
1k views

How to pass parameter to flow launched from Quick Action

I have created a quick action in account and launched a flow. I need to get account id in that flow. Is there anyway to achieve this? Currently I implemented with a custom url button and passed ...
0
votes
1answer
26 views

Workflow Rule not working and unable to auto launch a flow

I created a workflow rule with a field update. Which worked I needed to add another field update to the existing workflow rule that would remove a check mark. The workflow still fires the first field ...
0
votes
1answer
500 views

How to Set Default Value to a Custom Object Record Name field? Using Flows?

I need to way to set a default value to a Text Record Name field for a custom object, so that once it is saved I can update using a process builder with the Contact name + Created date. I need to do ...
0
votes
0answers
19 views

Create a location record from an account using lightning flow

We have recently moved to Salesforce Field Service Lightning. Our requirement is to create location records and associate address to the created record from an account. We also want to use the Google ...
0
votes
0answers
29 views

How to find from where the visual flow is being called

We have a visual flow in our org and can someone please suggest where we can find the calling source of this flow. We have checked all the workflows process builders, apex and custom buttons but we ...
0
votes
0answers
5 views

Is there a way to give customer community user access to lightning flow other than visualforce page

I have embedded a lightning flow(an intake form) in Lightning community template(Customer Service). But unfortunately, when I login as community user, I cannot see the flow. I was reading somewhere ...
0
votes
1answer
164 views

Clone or Reuse Element in Lightning Flow Builder or Visual Workflow

Say if I have an Assignment element that takes in a number variable and then increments it. I'd like to reuse that same element multiple times in different places. Can I do that? At least in Lightning ...
1
vote
0answers
234 views

How to redirect to a newly created SObject record at the end of a flow?

I have been trying to follow the Salesforce documentation, but running into errors such as "We can't execute this action. Ask your admin to check that the "c:OpportunityFinish" Lightning component's ...
0
votes
0answers
22 views

User Context on Post to Chatter

I have a client that is the only user on her org. Her profile is System Admin. I need to create a Flow that posts to Chatter. The problem is that her user profile will be the one to run the Flow, so ...
0
votes
1answer
42 views

How do I install 3rd party lightning component to Salesforce that is in zip file

I am trying to install the 'Rich Text Input' lightning component to use it in my Lightning Flow from the following url: https://sites.google.com/view/flowunofficial/flow-screen-components/rich-text-...
1
vote
2answers
54 views

Unable to locate package after deploying it using workbench

I deployed a lightning component zip file using workbench. The workbench says "Succeeded" but in Salesforce when I checked deployment status it shows "Validate: Succeeded" instead of "Deploy:Succeeded"...
1
vote
1answer
166 views

sObject variable typeof Input and output in flow

I want to create an sObject variable in the flow and type is Input and Output. I could not find anything related to my requirement.
0
votes
1answer
127 views

Detect if record is new from Flow Designer

Is it possible to detect if a record, from a custom object, is new within the Flow Designer? I have a process which executes an autolaunched flow and passes in the record id. I then do a record ...
1
vote
3answers
1k views

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 ...
0
votes
1answer
56 views

Customizing the flow message on the Mobile

We are calling a Flow from the Mobile App and we want to customize the success/error message. Example. Let us say the Quick Action name is 'Check In'. Happy Path: 1) From the Mobile App, click on '...
3
votes
1answer
105 views

Not being able to access Flow variable in Apex class

I am trying to create a flow which creates an account record and then navigates to the newly created record detail page VF Code <apex:page Controller="AccFlowController" TabStyle="Account"> &...
0
votes
1answer
117 views

Getting User custom permission in Visual Flow

I need to check if the running user has a specific custom permission in their profile within my flow logic. How can I check that?
1
vote
2answers
915 views

I'm not able to retrieve FlowDefinition using Metadata API

I tried calling readMetadata method to retrieve FLowDefinition metadata. I ran below code: MetadataService.MetadataPort service = new MetadataService.MetadataPort(); service.SessionHeader = new ...
0
votes
1answer
72 views

As part of Default Outcome, go to next element of the loop

Want to the default outcome of the decision to iterate to the next item of the Loop Variable but it moves to the end of loop. Kindly correct me on what I'm doing wrong here.
0
votes
1answer
74 views

Assign all numbers between StartingNumber and EndingNumber to collection using flow

I am trying to setup a flow that allows a user to input two values: StartingNumber and EndingNumber. I then what the user to press "Finish" and have all numbers between StartingNumber and ...
0
votes
0answers
15 views

Is it possible to pre populate text field based on some text field in visual flow in salesforce?

I have a requirement to pre-populate a text field based on another text field in visual flows in salesforce. Can we do this with the help of visual flow in salesforce?
0
votes
0answers
27 views

Is there a way to get Current Flow information when querying on Flow Interview

I want to access the current flow name using Flow Interview object. The current flow field is not accessible in SOQL, is there a way to get that information. I'm trying to recreate the paused ...
1
vote
0answers
13 views

Trying to Send Email Alert on Contact with Multiple Accounts

I created a flow where it will do the count of accounts. The purpose is to get the flow to be invoked once the 2nd account is created. However, when I create an account/contact under the contact, the ...
1
vote
1answer
260 views

Salesforce Flows by default selects a picklist value

I have a flow in which there are two dropdown fields. By default Salesforce makes these fields mandatory (No complaints) but it is defaulting the first choice value. I want that not to happen. I want ...
0
votes
0answers
12 views

End a Flow in a subflow if a particular condition in the subflow doesn't satisfy

I have a sub-flow being called in the main flow. The sub-flow reads a custom setting which may be set to True or False in a sandbox. The sub-flow reads the org level custom setting and if the custom ...
0
votes
1answer
80 views

How to access a Org Level Custom Setting in a Flow

How can I read a custom setting in Salesforce Flow. I have created a Org level Custom Setting called FeatureFlag__c with only one boolean field IsActive__c. The idea is, of the org level IsActive__c ...
0
votes
1answer
136 views

Auto Task Creation

I have created Flows and Process builder process for renewal opportunities, where renewal opportunities are created 1 year from the close date of current opportunities. Now business user requirement ...
1
vote
2answers
813 views

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 ...
2
votes
1answer
141 views

Flow Screen shows two headings in Community page

I have a visual flow which runs on a button click. When the button is clicked a modal window appears showing a title - the label of the button - and a spinner: When the flow returns a screen the ...
6
votes
2answers
312 views

Error deploying mdapi flows to packaging org

I have 4 flows as part of my mdapi deployment from sfdx to my packaging org. I get an error on all 4 flows when trying to deploy. I've tried deactivating them first, no go. I've tried saving them ...
0
votes
0answers
48 views

metadata api code to fetch the active status of process flows

CODE: MetadataService.MetadataPort service = new MetadataService.MetadataPort(); service.SessionHeader = new MetadataService.SessionHeader_element(); service.SessionHeader.sessionId = UserInfo....
2
votes
0answers
51 views

Flows issue when deployed to packaging dev org

I have a set of flows that I want to include in a managed package. The flows were built in a dev/scratch org with no namespace. After deploying (sfdx) to the packaging org with a namespace, I get an ...
0
votes
1answer
23 views

cannot add sms plugin to visual workflow

i am creating a flow in salesforce and following the instructions as given in the screen shot. I am not being able to understand how to add the sms plugin in the flow (as per the instructions given ...
0
votes
0answers
43 views

Binding variables in Apex and Visual Flow

I have this below flow which i am triggering it from apex trigger. he scenario is When i am creating an Account, i have a email field Email__c. I will be filling this Email__c like Email__c = 'test@...
2
votes
2answers
2k views

Flow calling Apex, can't pass Collection Variable

I have an invokable apex method that I need to call from a Flow. Invokable methods are strict in the data type of their parameters -- I can't simply pass a string, instead, I have to pass a list<...
2
votes
0answers
251 views

Visual Workflow creating duplicate records

I am developing an Autolaunched flow to lookup a list of existing Salesforce Affiliation records (a child object) between an Account and a Contact. In my example, I am looking to check to see if a ...