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Questions tagged [visual-flows]

Commonly referred as visual workflows.

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12 votes
1 answer
12k 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 ...
Swisher Sweet's user avatar
8 votes
2 answers
22k views

Flow - How to retrieve first value of a collection variable?

I have to use an Autolaunched Flow to automate the following task: Retrieve all the certain object's records which meet a certain criteria. If the size of the collection is 1 - assign some field ...
Przemysław Długoszewski-Tamoń's user avatar
8 votes
1 answer
2k 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 ...
UKK's user avatar
  • 81
7 votes
1 answer
17k 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 ...
KoenVM's user avatar
  • 2,426
7 votes
1 answer
11k views

Embed a Flow in a lightning web Component

Is there a way in LWC, to call flow from web components. I have a task where I need to add flow into Global action traditionally its not possible with salesforce out-of-box functionality. I'm able to ...
SFDXTECHI's user avatar
7 votes
2 answers
4k views

Flow "Refresh inputs to incorporate changes elsewhere in the flow" problem going back to the first element

I have several LWCs linked in a flow where each flow element is configured like this to share the current state of a Contact record: i.e.: "Manually assign variables" is checked "...
Keith C's user avatar
  • 136k
6 votes
2 answers
8k 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 ...
sfdx bomb's user avatar
  • 1,691
6 votes
4 answers
3k views

LWR and flows - they don't go together right?

Just looking at this Experience Cloud documentation for the first time LWR - Differences in Behavior and it looks appealing where you want to build all of the UI yourself to have fine grained control, ...
Keith C's user avatar
  • 136k
6 votes
2 answers
18k 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 ...
Reshma's user avatar
  • 4,039
6 votes
2 answers
1k 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 ...
PatMcClellan__c's user avatar
5 votes
2 answers
13k 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<...
PatMcClellan__c's user avatar
5 votes
1 answer
13k 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 ...
Olivia's user avatar
  • 3,471
4 votes
3 answers
5k 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 ...
Meena's user avatar
  • 57
4 votes
1 answer
899 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"> &...
Madhurima's user avatar
  • 1,425
4 votes
2 answers
290 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 ...
Martin of Hessle's user avatar
4 votes
2 answers
22k 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 ...
Andrew's user avatar
  • 314
4 votes
0 answers
3k 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 ...
patelkiran3090's user avatar
4 votes
2 answers
3k 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 ...
ABHIJIT GHANEKAR's user avatar
3 votes
1 answer
4k views

Time-to-Text conversion in Flows

I use the "Get Records" element to retrieve an object and select "Choose fields and let Salesforce do the rest" to save a field of type Time on this record. (I've tried "...
Felix van Hove's user avatar
3 votes
2 answers
659 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 ...
john's user avatar
  • 133
3 votes
1 answer
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 ...
logontokartik's user avatar
3 votes
4 answers
12k 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 ...
Reshma's user avatar
  • 4,039
3 votes
2 answers
2k 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?
PatMcClellan__c's user avatar
3 votes
1 answer
3k 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 ...
Lisa Sturycz's user avatar
3 votes
2 answers
2k 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 ...
Clehan1's user avatar
  • 879
3 votes
1 answer
3k 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 ...
VarunC's user avatar
  • 5,980
3 votes
2 answers
2k views

Screen Flow Time Component

Is there a time only input component for screen flows? I could only find a Date and Date & Time components. Is there a way to add to a Flow screen an input field with only time selection?
Enry's user avatar
  • 3,726
3 votes
0 answers
754 views

Scheduled Flow Not Running for All Records

I am hoping someone can help me with Schedule-Triggered Flows (STF). I have created a STF that gets all leads matching a specific criteria. The flow then checks the record type of the lead. If (Record ...
Kev Cadger's user avatar
3 votes
0 answers
755 views

Why Apexaction flow setoutput variable not showing from apex class

I Want to set output values in flow from apex action. Below mentioned im getting oppId as input values from apex class. public class flowinputs{ @invocableVariable public String oppId; ...
Afrose ahamed's user avatar
3 votes
2 answers
739 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 ...
Deployment Failure's user avatar
2 votes
3 answers
20k views

Split the values by a comma and pass it to a collection variable

I have a screen element where I input the opportunity Ids split by comma. I am wondering if there is a way to split the values by comma and add it to a collection variable so that I can loop through ...
Krishnamurthy's user avatar
2 votes
2 answers
13k views

get ID of Create Records element in Flow?

I have a Create Records element in flow. I need the ID of the record created in this element, but I can't see anything like 'Store Id'. Is it possible?
CPS's user avatar
  • 355
2 votes
2 answers
3k views

How to add a decision element for a file upload in a FLOW to check whether the file was uploaded successfully

I am trying to display a finish screen after a file upload which should be displayed only if the file upload was a success, so need to add a decision element.I tried using a text collection variable ...
Sam's user avatar
  • 101
2 votes
2 answers
2k views

Property 'storeOutputAutomatically' not valid in version 48.0

I am trying to deploy a flow to a sandbox and I am getting the error Property 'storeOutputAutomatically' not valid in version 48.0 The sourceApiVersion specified in my sfdx-project.json file is 48.0....
Delphine's user avatar
  • 183
2 votes
1 answer
2k 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 ...
satish's user avatar
  • 143
2 votes
1 answer
3k 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 ...
AvengerSF's user avatar
  • 212
2 votes
2 answers
2k 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 ...
Dman100's user avatar
  • 2,445
2 votes
2 answers
8k 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 ...
44f's user avatar
  • 543
2 votes
2 answers
2k views

How to set the requestBody parameter as an input variable for a flow tied to external services?

I am exploring options of moving from code based apex to 'flows' using 'external services'. The service basically takes 3 parameters: SSN, account number and VIN (optional) and gives back a boolean ...
Anil Shivaraj's user avatar
2 votes
1 answer
406 views

Flows metadata that Bypass User Permissions (SFDX)

In Summer 20, we have a possibility of define a "Run mode" of a Visual Flow, to run avoiding user permission, as we can see on this link: Run Flows That Bypass User Permissions. But when you ...
Átila Castro Alves's user avatar
2 votes
2 answers
750 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 ...
Krishna Bidwai's user avatar
2 votes
1 answer
1k 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, ...
BeckBeck's user avatar
2 votes
1 answer
362 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 ...
Sanjay's user avatar
  • 393
2 votes
2 answers
920 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 ...
geetha's user avatar
  • 81
2 votes
1 answer
186 views

External Service call in a Visual Flow from Guest User

I have created a Visual Flow in Salesforce that performs an action that calls a configured External Service. The flow correctly works in the debug mode (I am logged as system admin). On the other hand,...
Silvia's user avatar
  • 21
2 votes
1 answer
2k views

How to check if a records exists for a date range in Flows

I have a flow to "Add a Reservation" from Account. The user needs to select the site (Lookup to Account - type site), Asset (Room) and enter the start and end date of the reservation. I am ...
Prerana's user avatar
  • 23
2 votes
1 answer
270 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?
Igor's user avatar
  • 57
2 votes
1 answer
7k 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....
velu's user avatar
  • 33
2 votes
1 answer
638 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 ...
ministe's user avatar
  • 324
2 votes
1 answer
1k 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 ...
sfdc rowdy's user avatar

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