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.

Filter by
Sorted by
Tagged with
3 votes
2 answers
11k views

How to generate a PDF and have it download from a lightning web component

I'm trying to show a button on a Lightning Web Component, that when clicked generates a PDF and immediately starts downloading on the browser. The LWC lives in a Screen Flow and I'm currently ...
0 votes
1 answer
763 views

Filter records by current year in flow

I need to create a flow which retrieves all the accounts created on the current year. I am unable to write a condition on Lightning flows. Is it possible to retrieve all the Accounts created on the ...
3 votes
0 answers
50 views

Passing input variables to Salesforce Scheduler Inbound Guest User flow hosted in a website

I've implemented and modified Salesforce Inbound Guest User Flow to accomplish the business requirements following this guide: https://goravseth.com/using-flows-as-a-form-tool-for-external-users ...
1 vote
1 answer
674 views

there a quick an easy way to remove commas from a flow screen number input component?

I'm working on a screen flow. When I run the flow and write a number I get a comma in the thousands place. I was wondering if there is a quick an easy way to make sure the comma is removed? For ...
1 vote
1 answer
39 views

How do I stop a Scheduled Flow from sending Email Alerts even after it is de-activated?

I created a scheduled flow that was supposed to fire twice a year and send an email reminder alert to all staff about all their incomplete task for the year. Unfortunately something went wrong and the ...
0 votes
1 answer
78 views

Flow deployment error in Copado "you must specify a record filter or a formula"

I have a very simple Record Triggered flow. When deploying a flow using Copado I am getting an error Because All Conditions are Met or Any Conditions are Met is specified, you must specify a record ...
0 votes
0 answers
12 views

Flow: If Checkbox on Contact is checked, then allow user to populate information on contact related list Object (Child Object)

very new to Flows. I am trying to come up with a solution for this problem: If Checkbox is checked on Contact object, then and only then user can populate (click new) on the child object, which is ...
1 vote
0 answers
21 views

Input Data Type in Flow

I have gotten help already from you kind folks. I could use pointers for another issue I am encountering. I am currently attempting to POST to another service from salesforce. However, the expected ...
0 votes
1 answer
17 views

Flow Decision Condition is failing

I have a custom Object Request__c These are the fields on the Request__c record Account_Executive__c (lookup to Contact record) Central_Services__c (lookup to Contact record) Opportunity__c ...
2 votes
0 answers
27 views

Can I use exclusively declarative automation to merge records?

I am working to build an automated process that will find two records that meet a set of criteria and merge the two records. It seems like in a perfect world, there would be a pink "Merge records&...
1 vote
2 answers
38 views

Prepopulating company name in Lead object

I want to prepopulate the Company field in the Lead object. The idea here is that I don't want a Company Name in my Leads ie the Account object is not necessary for me. Now, as you know the company ...
-1 votes
0 answers
12 views

Flow error when trying to call action that navigates to record detail page. Can someone help me with this?

detailPageNavigation.cmp <aura:component implements="force:lightningQuickAction, lightning:availableForFlowActions, lightning:availableForFlowScreens"> <aura:attribute name="...
0 votes
1 answer
44 views

Apex Class CallOut

I'd like to apologize in advance as I'm quite new to writing APEX Classes / Triggers. I've followed a tutoriel of which the aim is to POST a comment to an external system, in this case it's Jira. I ...
0 votes
0 answers
426 views

Flow triggers Email Alert, but no email sent in Logs, no email received

I created a new Flow that runs on Update of our Custom Object. When the record is updated with a new Assigned_to__c user, it should trigger an Email Alert with Classic Email Template. The Decision ...
2 votes
3 answers
3k views

Validate Input for LWC in Flow Builder

tl;dr - How does one get input validation to work for an LWC in the flow builder? Background I have created an LWC for text input that will alert the user when they are approaching or have exceeded ...
0 votes
0 answers
37 views

Is there a design pattern for structuring Record Triggered Flows?

Whilst reviewing The Ultimate Guide to Flow Best Practices and Standards from Salesforce, I saw no mention of any design patterns or best practices on how to handle structuring Record Triggered Flows ...
0 votes
0 answers
35 views

Using Einstein OCR in a Flow

I would like to convert image to text (Einstein OCR) I saw in the tutorial https://www.youtube.com/watch?v=mI1pSYw3VXU that we can make the curl request to analyze the image in LWC My boss asks me to ...
0 votes
2 answers
45 views

Changed Date in flow

I have a Record - Triggered flow , and I need to make a condition on a custom field type Date , the condition is to verify if the date is modified make a another custom field is false and make this , ...
0 votes
1 answer
52 views

Record Triggered flow not working , Error with debug

I need the clarification for the below one. Here I tried to create a "Record Triggered flow" for the below scenario with Case and email message objects. But its does not triggering properly ...
0 votes
1 answer
30 views

How to pass more than one parameter for Invocable Methods with using flow

@InvocableMethod annotation is not allowing to pass two parameters. i want to pass parameter in my rest api can any one plz tell me where i need to do changes in my code here my code public class ...
0 votes
1 answer
18 views

How to use flowArguments to pass values from a Digital Experience page into a flow?

I had a flow that has this input variable: <variables> <name>PolicyName</name> <dataType>String</dataType> <isCollection>false</isCollection> &...
3 votes
3 answers
10k views

Loop through comma separated values in Visual Flow

I have a process where a Photographer provides an Excel sheet with all the zip codes of the locations they're willing to take pictures in. Currently we have to massage and data load that data. Is ...
1 vote
2 answers
1k views

Auto Launched flow running in User mode

We have an auto launched flow which whenever a work order is rejected by a tech, it auto-dispatches work order to another available tech. We're calling the auto launched flow through a process builder ...
0 votes
1 answer
33 views

Way to generate contract numbers while creation according to a particular format

Is there a way to generate a contract number while creating a contract such that If the Contract created on "july 3rd 2022" then Starting number will be 2300010 If the Contract created on &...
0 votes
1 answer
45 views

Generate a contract number

I am working on a flow to generate a grant contract number when each time a grant contract is created. For each record type there is a different starting number Grant Record Type starting Number ...
0 votes
0 answers
18 views

Omni Flow not storing Skill Requirements Collection Variable

I'm trying to use Skill-Based Routing to route Chats in my Org. It seems my options to do this are to 1) use a Visualforce Pre chat form page that stores Chat Transcript record information that then ...
0 votes
0 answers
22 views

Flow to populated text field on child record based on the text field on parent record

The flow is not updating the field value on child based on the field value on parent. Schema looks like this - Object: Schedule__c Title__Id (Text Field) Title__c (Look up to Title__c ...
2 votes
1 answer
803 views

Change flow variable with lwc, detect change with another lwc

Is there any way to have two LWC's on a single flow screen update and detect changes made by one lwc to another? For example, let's say I have a lwc1 and lwc2 on a flow screen. lwc1 is a simple toggle;...
3 votes
1 answer
283 views

A Variable of the Collection Filter in Flows

Inserting the new Collection Filter element (resp. FilterCollectionProcessor) (54.0) in a flow, one gets a new "Record Single Variable" that appears under Resources, per default with a name ...
4 votes
1 answer
107 views

Summer 22 v55.0 Flow Deployment Error

A Flow metadata deployment to a Summer 22 (v55.0) org causes an error: {!FlowScreenFieldName} (Screen Component) - Because the "{!FlowScreenFieldName}" screen field on the "{!...
0 votes
0 answers
35 views

Get Base URL of Org that is hosting Experience Cloud Site

I am running a flow in our experience site that creates a custom object record called "Support Ticket". I want to generate a link upon record creation that the user can click to navigate to ...
0 votes
1 answer
4k views

How to fix the error 'The element has an invalid reference to' when deploying a SF Flow from Flow Builder to production org?

I have a Flow that uses a formula variable. formula is len({!UPSERT_longtextareafield.r_Object.Long_textfield__c}). When trying to upload the change set to another org, it throws this error: variable (...
0 votes
1 answer
81 views

Notify owner when opportunity stage wasn't changed for more than 100 days

I'm an experienced user with the flows and workflows but got stuck with this problem. Basically, I want to notify opportunity owner when the stage wasn't change for too long. Let's say I got stages ...
0 votes
1 answer
59 views

Deployment of Flow with Formula Entry Condition

I have created a Record triggered flow that is after create or update. My flow is using the new Entry Condition of "Formula Evaluates to True" as shown below and is API Version 55. I am ...
1 vote
0 answers
21 views

Flow - Update picklist with label value, not API name

I have a flow that is comparing the value of a text field (BillingCountry) to a picklist (Billing_Country_Name__C). If the text input is a valid Country picklist value, the flow should update the ...
0 votes
1 answer
20 views

How to assign string value for each element in a collection variable to different screen elements in screen flow?

I am getting List from an invocable method in flow. I have created a collection variable to store the values but I am not sure how to assign value of each element in collection to screen elements ...
0 votes
1 answer
4k views

HyperLink in record triggered flow

I have requirement to append contact link as url in email action in record trigger flow I have used Custom label stored as base url like: test.salesforce.com Created formula: {!$Label.Base_Url}&{...
1 vote
1 answer
571 views

How to create a LWC component for a flow builder with a Dependent picklist values based on the Record Type

I am trying to implement a LWC component in my flow based on the record type. So when the case has a specific recordType only the value for this recordType are shown on the screen component. here is ...
0 votes
0 answers
32 views

Record trigger flow not working for case and email message object

I have working to convert the workflows into flow for the below scenario with Case and email message objects. But its does not triggering properly and am not get the result. Am not sure where the ...
0 votes
1 answer
30 views

INVALID_ACCESS_LEVEL you don't have access to the Orchestration Run object

I have a flow that cancels an Orchestration, it works when run as an administrative user. When I run as a non administrative user, it produces the following error even when the flow is set in system ...
-1 votes
1 answer
25 views

Post case link in Chatter

The Chatter posts include the particular Salesforce record that they are referencing, however the record isn’t linked within the text. For example: Currently a Flow-posted Chatter message might read: “...
0 votes
0 answers
53 views

Record triggered flow not working for email message and case object to update the owner ID

I have working to convert the workflow into flow for the below scenario. But Am not sure, Why its not triggering, where I done the mistakes and why its hanging to trigger the flow. Please see the ...
0 votes
0 answers
126 views

Picklist in flow displaying all values despite record types?

I'm working on a flow and I have a picklist field from Activity. I created a record type and set only a few of the values to be visible in said record type- However, in the flow it still shows all ...
0 votes
1 answer
27 views

Data Transformation from mutli-select picklist to array of number in a flow

I have a multi-select picklist field that I need to transform to an array of number to use in a API. How can I do this in a Flow? Thanks Amandine
3 votes
1 answer
213 views

Salesforce Flow Limitations - Loop vs Batch Records

I have recently been digging into salesforce flows. I created quite a large flow (basically a series of subflows). It all worked as expected, and was based on when one of my objects was created or ...
7 votes
2 answers
904 views

Method to cycle subflows

The user enters the flows from a Home Page link, or a VF page. I have Flow A which has subflow B. SubFlow B has Subflow C Once someone has completed SubFlow C, I want them to return to Subflow B. ...
0 votes
2 answers
814 views

File upload component in flow doesn't work when launched in VisualForce

I've created a Flow with a File Upload Component which works perfectly when ran as Flow. However, when I'm running the flow, via a visualforce page, the file upload component doesn't work as expected. ...
0 votes
1 answer
20 views

Formula within a flow - loads of 2 part IF statements - must be a better way of doing this

I'm new here but the questions and answers here have helped me before so thought I'd try posting. I'm trying to use a boolean formula that will be referenced in a flow. The idea is to update a ...
1 vote
1 answer
26 views

Record Triggered Flow trying to create duplicate records

I have a record triggered flow that needs to create related records if they do not already exist. However, once the record is created, if other records in the transaction would have triggered a create ...
0 votes
1 answer
41 views

How to update the fields in Case object once sent the email from email message

I have working to convert the workflow into flow. But am stuck with connecting the parent and child objects which was email and case on while creating the flow. Am not aware how to connect these two ...

1
2 3 4 5
47