Questions tagged [visual-flows]

Commonly referred as visual workflows.

Filter by
Sorted by
Tagged with
0
votes
0answers
17 views

Lookup field to not hide inside flow screen

How can I fix this issue? Flow screen is hiding the search results and user has to scroll to find a value or to create a record as "New Account" is the last option. I tried z-index and ...
0
votes
0answers
17 views

Assign Multi-Picklist value to screen Flow

Lightning Flows: I have a requirement to read Multi-pick list field values in an object based on a criteria and assign the same to Multi-pick list field on a 'screen'. I know this is not straight ...
0
votes
0answers
8 views

Subflow Clearing Record Variable Assignments

I have a screen flow that starts with a screen that prompts the user for address data using "Address Picker Autocomplete for Flow" from the app exchange. This maps the values to a record ...
0
votes
1answer
27 views

Can we query child to parent record fields in a Lightning Flow in getRecordS

I have requirement to get all contacts where account name is a particular value. How can i do it in GetRecord in Lightning Flow?
0
votes
1answer
382 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 ...
1
vote
1answer
48 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 ...
0
votes
0answers
25 views

List View Button to Launch Salesforce Flow?

I need to create a custom List view button that launches a Flow to update records. Is it possible to distribute a Flow via Custom List View button?
0
votes
1answer
24 views

FlowRecordRelation object is fetching blank records

I have a process builder named inbound leads that will fire while creating marketing leads and i have included a time trigger within this process that will fire a flow to send an email to different ...
0
votes
2answers
718 views

Apex action is not visible in Visual flow in salesforce [duplicate]

I have created an InvocableMethod method, but it is not visible in visual flow to add Apex Action. public class ApprovalProcessService { @InvocableMethod public static List<...
0
votes
2answers
119 views

Not able to login to salesforce with deactivated login flow

I deactivated a login flow in Developer edition and now when I log in to salesforce I get the below error and it is not letting me sign in. please confirm if is there any solution to this problem. Is ...
0
votes
0answers
17 views

Refresh custom lightning component data on flow completion

I have a Opportunity Record detail page. I have a flow screen on a detail tab. There is a custom lightning component, under the same tab as well. My requirement is that, the lightning component ...
0
votes
0answers
21 views

Refreshing record page when changes made in lightning cmp

In LEX, I have a record page, which shows the record details on the left (standard cmp) and a flow screen on the right. The flow screen includes a custom cmp with a text area. The record fields on ...
0
votes
0answers
43 views

External Services Flow returning null

I've created a flow to utilize an External Service, however, the flow appears to be returning a null object response despite the 200 status code. In addition, the flow doesn't seem to allow me to view ...
0
votes
2answers
87 views

Salesforce flows picklist with blank option and mandatory and validation

I need to make a picklist mandatory in flows. Please help me to know what i might be doing wrong. I have a picklist element in flow and on-screen load the picklist field was getting defaulted to the ...
0
votes
1answer
22 views

Fail to pass Value from Lightning Component to Flow

I am passing the values from lightning component to flow using Design Attribute. On Loading Flow 1 Screen, I am not getting the values of that attribute passed from lightning component to flow , ...
2
votes
1answer
697 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 ...
0
votes
1answer
991 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 ...
0
votes
1answer
27 views

Get the translations of Record Types in Flows or Use of Schema Class in Flows

Is it possible to use schema class in Salesforce Flow without calling Apex? For example, is it possible to declare a variable, or a record choice set by using for example: Lead.SObjectType....
0
votes
0answers
16 views

Validation Message on next button click on adding Lightning component in Flow

I am embedding lightning component inside a flow which is used to add/insert certain records. I do not want the flow to move to next screen if the no of records inside the component are 0. The ...
0
votes
1answer
19 views

Picklist choice for flow

I have a field that stores comma separated values. We ask users in a free form text (string field) to add fruits they like, for example: Apple, Banana, Pineapple, Mango, etc. On the flow screen, we ...
0
votes
2answers
948 views

Retrieve all selected records from multi select picklist in lightning flow

I am trying to use multi select picklist in a lightning flow. Picklist values are being populated by a record choice set. I want to get the id of all selected picklist values. I came to know the ...
0
votes
0answers
13 views

Flow finish behavior - flow called by custom URL button

I have a Visual Flow that is triggered by a Button on a record. The flow sends an email notification and posts to chatter (without requiring any user input). When the flow is finished I just want ...
0
votes
1answer
223 views

Removing duplicate values from a picklist in flows

I'm trying to create a flow that allows the user to log multiple calls for multiple different contacts. The ideal scenario would go like this: User initiates flow from a button on the Account object. ...
0
votes
1answer
830 views

Flow: Collection variable - unable to assign field

I'm missing something with the Flow I'm building...but I'm fairly sure I'm close. Would appreciate any input please. I have a loop running to pull in my related records [working fine] I am storing ...
1
vote
2answers
29 views

How do I invoke an apexclass from flow and return a list back to flow

I have a flow from which I want to call an apexclass and retrieve a list of picklistvalues so a user can select from these in a flowscreen. How do I achieve this. I tried the code below but when I use ...
0
votes
1answer
146 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 ...
0
votes
0answers
21 views

Display more than 3 dependent picklists in visualflow

I want to use picklist fields which are 5 level dependent but in flows we can add upto 3 levels. Is there any alternative way through which I can overcome this limitation? Piklist dependency would be ...
0
votes
0answers
33 views

Prepopulating lookup field on flow

I need some help with a flow which I have developed to create a survey (custom object) record. This flow is being launched from an action button on a party event custom object. The idea is to capture ...
0
votes
1answer
73 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 ...
0
votes
1answer
41 views

Removing standard CSS SLDS or overriding

I have embedded a visual flow inside a component. On embedding some of the css is not going well and the CSS class is standard on debugging I found that it is because of the class and its properties ...
0
votes
0answers
25 views

Visualforce variable update not accessible in Flow

The basic question is this: can a VF controller update a variable and that new value be accessible in the flow? I had assumed that a variable defined by apex:param in a VF page would be accessible by ...
0
votes
1answer
685 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 ...
0
votes
1answer
41 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 ...
1
vote
0answers
26 views

Lightning Out Flow

I am trying to Render Lightning Flow Runtime in a Visualforce Page. Lightning out app Code: Visual Force Page Code: var ...
1
vote
1answer
363 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 ...
0
votes
0answers
101 views

Inconsistent behavior of help text in flow screen

I have created a screen flow and added a screen with two input. One is text input and other is radio button. I have also added text variable {!HelpText} whose value is blank. I have added variable ...
1
vote
1answer
364 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,...
2
votes
1answer
692 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
votes
0answers
22 views

Page rendrering with lightning component and flow

Iv'e built lightning component which calls a screen flow and put this component on my record page. Everything works as expected, but there's an issue - when i'm clicking 'Next' (on the screen flow), ...
0
votes
1answer
98 views

How to configure Visual Flow Screen Aura components to use the same instance of Variable?

I have a Visual Flow that consists of several Screen elements together with Lightning Aura components. A general idea of the flow architecture is that there is a Decision element called Router, which ...
3
votes
2answers
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 ...
0
votes
0answers
13 views

Flow Core Action testing

I have a flow in which I'm using CustomNotification and SendEmail 'Core Actions' . Whenever a case is created a bell icon is shown via CustomNotification action and an email is sent via SendEmail ...
0
votes
2answers
113 views

Standard Field Reference in Process Builder,Formula Field

I'm creating a work flow rule to update a check box field on contacts page layout to true. Rewards (custom object) is the related list on Accounts It has a custom field called RewardsContact which is ...
0
votes
1answer
21 views

Remove flow attachment if flow not finished

I have a flow pop open inside a custom modal within an Aura component. Modal popup has an option for user to "X" out of it (close it). Problem is, within the flow, user has ability to upload Files and ...
0
votes
0answers
13 views

Flow behavior different in Classic vs. Lighning - Deletes variables when Clone a ticket

I am working on an HR ticket flow with required fields. I have the flow working to close a ticket in Classic, but not in Lightning. Here is what happens I clone a Closed ticket with all required ...
0
votes
0answers
36 views

How to lookup Employee object to Contact object in Flow Builder?

I'm creating a flow in flow builder, in that I want all the fields in contact object to be looked up in employee object (Like, email, address, phone number, first name, last name,...)
0
votes
1answer
47 views

Displaying created case numbers on screen flow?

I have a screen flow used to create cases to the trading department. The flow functions as it should, however on the final screen, I want to give a reference to the case numbers that were created. I'...
1
vote
1answer
63 views

How to pass phone and email to invocable method

I have a visual flow from which I want to pass some person account info to an invocable method. It seems that when I use a phone and email field I can't assign them to my invocable class. Is this ...
0
votes
0answers
34 views

Lookup component in Flow not returning search results

I am trying to build a flow with a lookup component, Please refer to the below image for the lookup Component details in the screen Here Fee_Allocation__c is the name of the Object which has a field ...
2
votes
1answer
76 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?