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Questions tagged [visual-workflow]

Visual Workflow allows administrators to build applications, known as flows, that guide users through screens for collecting and updating data. For example, you can use Visual Workflow to script calls for a customer support center or to generate real-time quotes for a sales organization.

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35 views

Apex action is not visible in Visual flow in salesforce

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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0answers
19 views

Lightning out App Error in Flow

I have a flow that is called from a List View. Works fine on one org, but when I built the same flow in another org, it runs, but below the flow it displays this: Lightning out App error in callback ...
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1answer
17 views

Guided Visual Flow

I am looking to build out a guided flow for some of my users for when they are out on site performing a Survey. I have a site survey object built that is comprehensive and captures all the information ...
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2answers
23 views

Can Process Builder access the old version of a record?

For example, I know I can use Trigger.Old in an update trigger to access the old version of a record (before the update takes place). Is this possible in Process Builder or Flow Builder? I've ...
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1answer
39 views

Apex InvocableMethod not showing up in Flow

The Apex class is not in a package, has global visibility, is Active, has passing tests with 86% coverage, and the method has the @InvocableMethod tag but it is still not showing up in the picklist ...
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0answers
19 views

Lead to Queue if Task is untouched for 10Days [closed]

Can someone please help me with best approach on how to achieve this. I want to move the Lead to a specific queue when the task associated to that lead is not touched and is open for 10 days. I ...
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1answer
38 views

Global picklist value inside a lightning comp [closed]

can anybody explain me how to insert a global picklist inside lightning comp. I have placed my comp inside a flow from where it's value will be selected. I m not sure how to expose picklist to UI.
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1answer
40 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". ...
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0answers
16 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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1answer
47 views

Queueable Apex vs process builder and Flow

Here is the scenario: On insert of a record/records of Object - Apartment__c and conditions like Floor>7 AND Num_Of_Appt > 200(has like 4-5 conditions that should be met) , I should Query the ...
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0answers
6 views

Getting email for Flows failure on SFDX scratch org?

We are trying to develop some flows on a Scratch Org, and when some flows fail during unit tests execution we do not get any email with the error details. Can error be retrieved in other ways, or ...
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0answers
10 views

Opportunity Process builder not working on Lead convertion [closed]

We have a Process builder to update the price book once if Opportunity is created. If we create it in UI it's working fine. But if we create Opportunity via lead conversion it not updating the price ...
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0answers
9 views

Flow, multi select checkbox and email action

Good morning Since I have no coding background, visual flow is a must for me (At least for now) and for some time now I try to understand the tool, its functions and limitations and what better ...
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1answer
61 views

Flow error - The field “Name” isn’t valid for the “Contact” object after Summer 19 preview

I have a flow that calls an Apex method where the following SOQL query is executed: SELECT Id Name FROM Contact WHERE Name LIKE '%%' After the Summer 19' preview was applied in our sandboxes the ...
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1answer
26 views

What is wrong with my Flow Interview?

I am working on including a Flow via Custom Button, and so I created a Visualforce Page which includes a <flow:interview> component and references a Flow.Interview on an extension. Page <...
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0answers
46 views

sfdx force:source:pull gave new error about WaveApplication

Hi this is first time i see this error i do not use any analytics. What i added is subflow with logic that allow to post Error message. Any idea how to fix it? Full error message: ERROR running ...
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0answers
12 views

Dynamically get instance URL in a (packaged) Flow

I have checked the list of Global variables on Flows but couldn't find any that is giving me the current instance URL. My flow is opening a Visualforce PDF and I a hardcoded URL just won't work in ...
4
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1answer
29 views

Flow from Unlocked DX package can not be changed in subscriber org. Why?

I just installed an unlocked package containing flows in a customer sandbox and was a bit shocked to see that the flow cannot be opened and adjusted by the customer/subscriber. I thought that's the ...
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1answer
26 views

Flow and synchronous callout

we have a flow where the user can enter data to create a record of a custom object. That works fine. But requirement is that new record must be transmitted to an external system and user should get ...
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1answer
124 views

Breaking a flow into 2 different transactions

IS there a way to break a single flow into 2 transactions? we have a really long flow that does a huge part of our business process, we are hitting governor limits due to the number of update/inserts/...
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0answers
18 views

Group By In Flow

I'm using Flow and am trying to achieve the following. I'm accessing a custom object (Invoice) and would like a count of those records (with status = paid) for each Account. If the count is > 3, I ...
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1answer
19 views

Can a flow check if it is inside a case?

I have a flow that creates a record and needs to check if it's creating in a case record or in a homepage. Can I add a criteria inside the flow that will check if I'm creating in a case or home page?
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0answers
9 views

“Validate Input” in Flow not working

I'm creating a flow and trying to use the "Validate Input" function in a screen. I have a text input, Test_Input, and I'm trying to validate it. To test if validations are working and how they display,...
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0answers
9 views

How to display image in Field service mobile flow

I need to display image on flow screen based on some certain conditions in FSL mobile flow at the run time. Any one have the idea how can we do this. I tried with "Display Image" component in fsl ...
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0answers
14 views

Get exception details from lightning:flow

I'm firing a flow straight from Lightning component. However I am not able to find a way to display any meaningful exceptions to user... So far I've tried in change handler: event.getParam('...
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1answer
11 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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1answer
58 views

Retain primitives and sObjects from LWC Flow Screen

Context: I tackle with creating a simple LWC to be used in a Flow Screen. While LWC still does not support screen flows I wrapped it up by aura component. The idea is simple: Place the Screen ...
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0answers
50 views

how to get the current record id in flow

I want to initiate a Flow from a button on a Custom Object. How do I capture the ID of that Custom Object record and be able to use it in the Flow?
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0answers
21 views

Platform Events from flow are processed one by one or in bulk?

I know events are processed asynchronously in the subscriber. Currently we have a flow that creates an event (and publish it), We are creating a trigger that listens to that event and invokes a http ...
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0answers
33 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
30 views

Launch Flow from Button in Lightning Community - “down for maintenance” error

Summary: I'm getting a "down for maintenance" error in my Lightning community when I click a custom button that launches a screen flow to create a user from an existing contact. The button works in ...
1
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1answer
26 views

Using Flow but need Complex equation to set a value

I'm using a flow to do a nightly (1am) job. This job sets a Boolean to false if it is true and to true if the Next Email Date is Today(). I need to use this job to also set the Next email date for ...
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1answer
30 views

Pass application event to another component in Lightning Flow?

I'm trying to build a form of "journey" through lightning components in the new Flow designer but I'm having a hard time making the flow play. Basically, I've got component 1 that let's the user ...
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0answers
25 views

Invocable Apex working when called from Process Builder but not Flow - what's wrong?

I have an invocable method that works just fine when I pass a Contact record Id to it via Process Builder. I'd like to use Flow to do this rather than PB, but get this error message: Error Occurred: ...
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0answers
20 views

Process builder and mass update

My question is about behaver of Process builder when we do mass update with ListView or Data loader. Is it triggered sepeparately for each record? If not and it is mass triggered how can we secure it ...
2
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1answer
73 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
16 views

Using a filter with the lookupFSC component

I'm using the lookupFSC component in a screen flow. I'm looking up contacts and would like to filter the available contacts based on the value of a rollup summary field. I can't seem to set the ...
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1answer
33 views

How to manage versions of scheduled flows?

We have an autolaunched flow that we would like to run on a schedule. I have created an apex class to do so, but when testing the class, I discovered that it is encountering errors only associated ...
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0answers
22 views

Stop flow from restarting

I have a flow that categorizes uploaded files. I use a component to pull the ContentVersionId and pass it to the flow (which is started from the component) where the user selects the proper ...
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0answers
23 views

How to Make Sure Apex Class is Called after Campaign Member Automatically Added/Removed

Been running into this issue for a while and would love some assistance. More than anything, I think this is a question about how to work around permissions. I hope this is the right place to ask this ...
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1answer
20 views

Flow builder - Style

I am currently working on a flow and I would like to make some style changes. The tool is pretty cool but seems very hard to customize. Is it possible to customize the style of a flow? if yes How ? ...
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1answer
32 views

Why Is My fast update not Working if more than 12 records selected

I'm Working on a flow that gets records (Time_Card__c) if their Invoice field is null. It then populates a Record Collection variable and does a fast update. If I select 12 or less records it works ...
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1answer
28 views

Flow Get/Create Records

Using Flow, I am trying to capture all the records of an object (A) and use selected fields to populate a new object that I am creating (B). I am using a record collection variable to capture all ...
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1answer
70 views

How to populate the field value from one object to another object in a flow? Maximum number of duplicate updates in one batch (12 allowed)

I have a flow which loops through assets and adds the asset's status to a text variable. The last element in the flow is an update element which updates a status field on the corresponding asset's ...
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0answers
47 views

How to design Flows to stay under new per-month governor limit? [closed]

As I am aware, the "Maximum Flow Interviews Without UI per Month" governor limit is relatively new in a recent release of Salesforce. One of my Salesforce orgs has a few hundred Salesforce users and ...
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0answers
51 views

Set two columns for a flow inside a custom component

For a regular Lightning Flow Component this option is available to change the Layout for the flow: However, I have my flow inside a custom component: Component: <div class="slds-theme_default"&...
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0answers
22 views

Flow inside a Lightning component

I have 2 Flows (Flow 1 and 2). Im calling Flow 1 inside a Lightning component (in screen element) of Flow 2 so I can update the CSS properties of standard Salesforce flows. However, everytime my flow ...
1
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1answer
33 views

Apex access to Flows

I have a datatable with an actions menu on the right side. I want to populate that menu dynamically with the names of Flows that accept inputs of a particular name or SObjectType (that which is ...
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0answers
50 views

Flow Builder - Save screen input into a record field

I am using the new Flow Builder. I have a requirement to show specific set of fields of a custom object, and to enter a new record on the next button with these fields. For that I am creating a ...
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2answers
122 views

How to expose LWC to flow builder

I'm looking for ways to expose one LWC to flow builder to drop it on a screen component. Anyone aware of any such attribute that needs to be set in LWC Meta.xml