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Questions tagged [visual-flows]

Commonly referred as visual workflows.

0
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1answer
65 views

Why Queue is not an option in Developer Edition Org Process Builder Flow Update Record Action?

Why Queue is not an option in Developer Edition Org Process Builder Flow Update Record Action? I am creating a package where I set an owner of record to Queue. While on usual sandbox I can select a ...
0
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1answer
32 views

How to show visual flows in service cloud? [closed]

I created one visual flow for lead conversion on using Lead object. Now my requirement is How to show visual flows in service cloud for customer? Can you please help me.
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2answers
577 views

Flow not recognizing enter key/line breaks in long text area field

I hav a flow that fetches data from a custom long text area field and populates its values in the contentnote. I have used HTMLEncode() in my flowformula so that it includes any spl characters in the ...
0
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1answer
56 views

Sending an Email alert using Visual Flows?

I am very new to the Flows. Already I came across this link: Visual Flow Guide which just gave some definitions for the fields but not the execution. I've already configured a Process flow that ...
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0answers
69 views

Visual flow to send out an email to the Selected users from a Multi-select picklist?

Is it possible to send out an email via Visual flows where I have the capability to Select/deselect users(Multi-Select picklist of users)? The users would be Customer Community User licensed users. ...
1
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1answer
165 views

Linebreaks in Flows to populate body of contentNote

I have a flow that populates the content of a ContentNote record. i use a formula that combines values from various variables in the flow and concatenate it.This concatenated text is displayed in the ...
0
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1answer
178 views

Record create in Visual Flow

I am simply creating a record from visual flows. Below is the snapshot of the record create page. On execution of the flow I receive an exception in my mailbox saying INVALID_ID_FIELD: Record ID: ...
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2answers
1k views

How to debug flow errors?

We have some flows in application which do operations like record update etc, we have WF rules, triggers, process builders as well which also update records. Sometimes i see error like this in logs ...
0
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1answer
48 views

Visual Flow - Rich Text inserting unwanted Line Breaks

In my Visualflow all Radio Button Lists, CheckBox Lists, and Multi-Select Checkbox List, give me unwanted line breaks if I convert the label to Rich Text. It's a normal VisualFlow that is not ...
1
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1answer
86 views

email alert on a multiple related objects

I have a junction object which holds multiple accounts, whenever a contact is created on one of the accounts I send an email to the primary contact of the related account. I'm using flow to achieve ...
0
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1answer
236 views

Is there a way to make a PageReference method an InvocableMethod?

This is the scenario: I had a VF page call a controller extension,that would have some criteria and redirect the user to a different page (or not, depending on the criteria). Now, everything starts ...
2
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0answers
201 views

Returl in Lightning doesnt work

Ive recently update our org salesforce to use the new cool lightning ui for the visual flow, yet - its seems that the flow allways return to the start after I click finish - the Returl I put doesnt ...
1
vote
1answer
431 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 ...
0
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1answer
29 views

Visual Flow Lookup from Lookup

Can I not have a fast/record lookup that returns a collection of IDs and then do a second fast/record lookup using that collection of IDs in the filter criteria? I think the answer to this is that ...
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0answers
81 views

How to map name value pair in custom fields to object field name and set the value as field value?

I have a custom object X that stores name value pairs. I need to populate a custom object Y which has field names same as the name part of the value. Through visual flow I need to query object X to ...
0
votes
1answer
154 views

Packaging login flow OR connecting a login flow to profile programmatically in Post Installation Script

I have created a Login flow in my Dev org. When I packaged and deployed it on another org I noticed that Flow is created but there is nothing under Login Flow. The question is that how can we package ...
1
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1answer
175 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.
2
votes
2answers
943 views

Email all child records when parent is updated

Is it possible to use process builder and visual flow to send an email alert notification to all child records when the parent record is updated? I have a custom group object (parent) and member ...
0
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0answers
30 views

Can we send an automated notification to customer Who sends an email on closed case which is more than 30 day

A case is closed and closed more than 30 days ( created a field to calculate - Today - case closed date ) and If Customer sends an email (Email message - incoming true) then send auto notification to ...
4
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0answers
1k views

visual flow - how to get existing field values of record and fill it on flow screen fields

working on visual flow and created one flow for insert and working fine. again added one flow for update the records and that also working fine but the problem i am facing is that at time of updating ...
0
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1answer
47 views

Using Python API to Update Assets fails with CANNOT_EXECUTE_FLOW_TRIGGER

We have an asset object that has a child asset attached to it. We have a Process Flow that updates the AccountID and State of the child asset if the parent asset is changed (so the parent and child ...
0
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1answer
704 views

How to combine VF page with visual flow to upload file

I am building a wizard with visual flow and one part of it has to be screen for uploading file. I found that there is no way to put file picker in flow, so indeed it has to be done in vf page. What is ...
0
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1answer
103 views

Config Flow to Create a Record A Using Record B Data and Reevaluate B Records to Associate Record A to Other B Records and Avoid Duplicating Record A

I have configured a complex flow for a data sync using an ingest file and mostly fast elements to update and create records. For context, I am working with a child object, contact role, to drive ...
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2answers
833 views

Flow exception, but flow is not visible in setup

I encounter Flow error when trying to Insert record in test class: System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldn’t be ...
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0answers
350 views

Flow - how to empty an sObject collection

I created a flow where I have to empty an sObject collection and I done this by assigning it to an empty sObject collection variable. When I check if it works using the decision item it shows that the ...
7
votes
1answer
321 views

How to Auto Pause/Save Flow Interview when browser window is closed accidentally

When users are using Visual flow, if they accidentally close the window or page refreshed, the flow getting restarted when they are in middle of the conversation. The values that they have collected ...
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2answers
935 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
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1answer
122 views

Process Builder and Flows

I have a custom field which has a lookup to contact. How do i extract the Id of the lookup and pass it on in a flow using a process builder ?
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0answers
97 views

Visual Flow and Dataloader

I am looking to implement a flow that analyzes incoming data file to perform the following actions: create new related records for data file records (i.e. create a contact for an opportunity record); ...
0
votes
1answer
117 views

How to remove fields from inactive and active Visual flows without deleting or cloning Visual flows?

We have field which needs to be removed from the visual flows without changing anything else. That field's datatype has to be changed which isnt possible unless we remove its references in the ...
2
votes
2answers
718 views

Adding Visual WorkFlows in Lightning Page

I am trying to add flow in lightning page using the lightning app builder. I have gone through Winter 17 Release Notes and found that we can do it. To add more information, I am using the winter 17 ...
1
vote
1answer
1k views

Visual Flow - Sending Email Alert using HTML Email Template

I have a requirement to send an email to a few users on click of a button on an object. I created an Email Template with merge fields. Then I created a Visual Flow to retrieve the email of all the ...
1
vote
1answer
61 views

Apex Managed Sharing using visual flow

I was trying to implement a custom record sharing logic and so I wrote a trigger to achieve it. Now I just came across a blog where it is written that this can be avoided by using a visual flow and ...
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0answers
669 views

Flow Lookup - Account Team Member

Cant see what I am doing wrong here - I have a flow that is supposed to be looking up to the Account Team Member Object - I am passing the the AccountID and TeamMemberRole - the flow never finds a ...
0
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1answer
403 views

How we run a visual flow( Not Auto Flow) in system mode.

Requirement.. we want to modify the record of an object without giving System Admin Permission, means at user mode. How we do the needful, we tried with the help flow and process builder but ...
1
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0answers
269 views

Flow Decision Element Limitation

I have flow in which through LookUp I added 20 decision elements. The flow works fine until it reaches 18 decision points then breaks, there is no error message shows up. Hence want to know hard limit ...
1
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0answers
219 views

Error using embedded flow in Visualforce page - Flow not found

I am getting an error "Flow xxx is not found or doesn't have an active version. Please contact your administrator for more information". Little background: There are two pages, Managed and Unmanaged. ...
0
votes
1answer
209 views

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 (...
1
vote
1answer
948 views

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 ...
2
votes
1answer
36 views

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 ...
1
vote
1answer
106 views

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 ...
0
votes
2answers
180 views

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) ...
2
votes
1answer
860 views

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 ...
0
votes
1answer
890 views

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 ...
2
votes
0answers
622 views

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 ...
1
vote
2answers
832 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 ...
0
votes
1answer
37 views

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 ...
0
votes
1answer
70 views

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 ...
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0answers
27 views

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, ...
1
vote
1answer
576 views

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, ...