Questions tagged [visual-flows]

Commonly referred as visual workflows.

92 questions with no upvoted or accepted answers
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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 ...
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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 ...
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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,...)
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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'...
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32 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 ...
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97 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 ...
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11 views

Unable to get Flow Formula References In Salesforce

Trying to replicate Condition 1 in by adding new condition but couldn't see any reference after myVariable.Current.CreatedyBy.
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14 views

Is there a way to tell if a record is created from a flow?

We use two ways of creating a record. The manual way where you have to fill in the fields yourself, and through a flow which autofills as much as it can. Im at a point where i have to distinguish ...
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43 views

Passing Email Merge Fields into Salesforce Flow

I have a Lightning Flow that uses a picklist to display certain Email Templates to chose from. Upon selection, the next screen will display the contents of the email alert (Subject, Body). The only ...
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62 views

How to use merge field values in Lightning flow

I am using record choice set to get all related files in a lightning flow. I want to display name of the files in a multi select picklist from where user will select some files. I am trying to get ...
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1answer
33 views

Is there a way to fire an e-mail workflow without saving a record first?

I have a business case where 1.) someone takes a phone call 2) creates a case 3) ends call and continues researching before saving the case finally a user could have multiple case tabs open before ...
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23 views

How to mimic record type with out using record types in flows?

I have a legacy object in the system, that is not in need of creating some record types. However, creating record types is not approved for this object. My thought was to use some kind of dynamic/...
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68 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
216 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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138 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 ...
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1answer
810 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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12 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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21 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
188 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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88 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
50 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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193 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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271 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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51 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 ...
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1answer
142 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 '...
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38 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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987 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 ...
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85 views

metadata api code to fetch the active status of process flows

CODE: MetadataService.MetadataPort service = new MetadataService.MetadataPort(); service.SessionHeader = new MetadataService.SessionHeader_element(); service.SessionHeader.sessionId = UserInfo....
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62 views

Binding variables in Apex and Visual Flow

I have this below flow which i am triggering it from apex trigger. he scenario is When i am creating an Account, i have a email field Email__c. I will be filling this Email__c like Email__c = 'test@...
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1answer
69 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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1answer
64 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 ...
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1answer
381 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 ...
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101 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 ...
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34 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 ...
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1answer
67 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 ...
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1answer
115 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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123 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); ...
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1answer
88 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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1answer
67 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 ...
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1answer
53 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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3answers
260 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 ...
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1answer
2k 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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