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Questions tagged [visual-flows]

Commonly referred as visual workflows.

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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, ...
3
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1answer
2k views

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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1answer
249 views

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 ...
3
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1answer
2k views

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 ...
0
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1answer
65 views

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 ...
1
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1answer
303 views

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 ...
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1answer
2k views

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 ...
5
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1answer
3k views

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 ...
0
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1answer
51 views

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. ...
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1answer
303 views

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 ...
2
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0answers
417 views

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 ...
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0answers
660 views

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 ...
2
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2answers
1k views

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 ...
2
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1answer
41 views

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 ...
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3answers
229 views

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 ...
1
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1answer
213 views

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 ...
2
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2answers
4k views

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 ...
0
votes
1answer
387 views

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 ...
2
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2answers
464 views

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 ...
2
votes
1answer
4k views

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
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1answer
1k views

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 ...
2
votes
2answers
430 views

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 ...
0
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1answer
1k views

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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1answer
1k views

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 ...
2
votes
1answer
553 views

In VisualFlow, is there a way to capture the running user?

Is there a way to pass into VisualFlow the username (or other $User value) so that you know which user is running the flow? I've tried to use this: &varAccountID={!Account.Id}&varUserName={!$...
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1answer
317 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,...
3
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2answers
305 views

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 ...
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0answers
175 views

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" /> &...
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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 ...
1
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3answers
1k views

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
0
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2answers
870 views

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 ...
3
votes
1answer
2k views

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 ...
3
votes
1answer
2k views

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 ...