Questions tagged [visual-flows]

Commonly referred as visual workflows.

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10 views

How to Customize my Lightning Flow Called From Lightning component

When i give an managed package to customers i should give them the flexibility to create a new lightning flow with 'n' number of inputs and 'n' number of outputs and allow them to fill the flow name ...
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13 views

Generic Error When Using 'Actions & Recommendations' / 'Guided Actions'

Issue I receive the following error when attempting to use an object-specific quick Action via the 'Actions & Recommendations' Lightning Component: Background 'Actions & Recommendations' ...
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1answer
41 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 ...
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31 views

SFDC Flow Launched from Custom Button

I have a custom button on the Opportunity object that launches a Visualforce page. The Visualforce page passes the Opportunity ID to the Flow then launches it and sets the finish location. I know my ...
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1answer
22 views

Lightning Flow Issue

Is it possible to create multiple screens in a flow depending on number of records received? Scenario: If in flow by querying we receive 10 records, then can we have 10 different screens for each ...
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1answer
36 views

Showing Contacts of Accounts using lightning flow and lightning component

I am building a lightning flow to display a list of contacts related an account using lightning flow. My issue is that I am using lightning select aura component to show the contact related to the ...
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17 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. ...
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1answer
41 views

Connect Apex Class to a custom Screen

I have created a custom apex class that makes an HTTP POST call using callouts. Right now I have it running on a schedule using an @future method. This is working fine, but I actually want to connect ...
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15 views

Multiselect picklist field values from a Salesforce Flow are not shown in a Survey I share on a community page

I´ve made a Salesforce flow with a screen component to make a survey and share it to external users with a public community page. Some of the fields I use are multiselect picklists. When I run the ...
1
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1answer
23 views

Double Validation (Re-typing) in Visual Flow

I have been asked to create a validation rule in a visual flow that requires a user to type a value twice. Then the validation rule will compare the two values typed (ignoring case) then if they are ...
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1answer
31 views

Web Component(LWC) in Flow(Screen) Salesforce [closed]

How I can to use Lighting Web Component(LWC) in Flow(Screen) Salesforce
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1answer
17 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 ...
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10 views

Reporting with Custom Objects on Flow Sessions

We are using Flows to guide users through standard processes and want to be able to report on a user's session through the Flow, what choices were selected, etc. The Flows are hosted on a Community. ...
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19 views

Flow - Create unique set of records

Scenario: Asset is related to Account (Each Asset has an Account) Log is related to Account (Each Log has a Account) When an Account is updated(a certain field), I want to create a Log record. If ...
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13 views

Processing time of Flow

I have a flow created in Salesforce.It works when a button(generate internship) is clicked on Lead record.So the issue is- When all criteria is met and the generate internship button is clicked, it ...
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1answer
37 views

Visual Flow: Selecting a Record in a Flow Screen

It's been a while since I have dived into Salesforce's Flow product and before the Flow Lightning UI refresh rolled out. I have done this in the Flash based UI so I am puzzled but what I am doing ...
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18 views

Create dynamic picklist in Flow Builder from Text

The requirement goes like this: There is a MultiPicklist Field A on the Account (options -> A;B;C;D;E) and a Single Picklist Field B (options -> A;B;C;D;E) on Case. When the user updates the case, ...
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1answer
21 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 ...
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0answers
20 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 ...
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2answers
164 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<...
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1answer
280 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?
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1answer
117 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
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1answer
64 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 ...
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0answers
50 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
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1answer
15 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 ...
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0answers
81 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://...
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1answer
20 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
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1answer
294 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 ...
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0answers
33 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 ...
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1answer
368 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
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1answer
294 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....
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0answers
17 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 ...
0
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1answer
32 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 ...
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20 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 ...
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0answers
54 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 ...
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0answers
17 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 ...
1
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1answer
277 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
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0answers
374 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 ...
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0answers
24 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 ...
1
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2answers
64 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"...
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1answer
59 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-...
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1answer
81 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
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1answer
148 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"> &...
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2answers
3k 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
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1answer
183 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?
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1answer
209 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 ...
0
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1answer
118 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
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1answer
81 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
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0answers
22 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?
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0answers
42 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 ...