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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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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How to bulkify Flow call from Apex
I have a process built with a Process Builder. It fires on contact update/create.
Under certain conditions that process launches a Flow. Flow accepts two Parameters - ContactId and AccountId.
If I ...
3
votes
1
answer
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Apex variable map values passed to auto-launched flow not recognized by flow
Let's say you are invoking an auto-launched flow from Apex using this simple syntax
Flow.Interview flow = new Flow.Interview.myFlow(new map<String,Object> {'MyId'=> someId});
flow.start();
...
- 69.1k
12
votes
2
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Getting an error that a flow "was" activate and cannot be overwritten
I'm using Salesforce Migration Tool (Ant) to deploy flows and processes. If memory serves, so long as the flow in the destination org was not activate (or deactivated) I could overwrite it. If you ...
- 4,897
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7
answers
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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 ...
- 404
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1
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Invoke an Auto-launched Flow in Apex?
This seems like it should be easy but I'm having a lot of trouble finding any resources from after 2014. It's a rather simple scenario. I have a Flow and need to invoke it from an Apex Trigger + Class ...
- 1,179
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3
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IsChanged Flow Entry Criteria when record is created
I'm relatively new to my current company and am working through an audit of all of our flows. Upon testing, I am realizing that for all flows, when a Flow is set to run when A record is created or ...
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0
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1
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How to combine VF page with visual flow to upload file
I am building a wizard with visual flow and one part of it has to be screen for uploading file. I found that there is no way to put file picker in flow, so indeed it has to be done in vf page. What is ...
- 2,693
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Flows/Processes, Version Control and CI
I've started using Processes and Flows and am really excited about these features -- but am still wrapping my mind about how to manage them in Version Control (which I use) and Continuous Integration (...
- 11.1k
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How do I pass parameters to a Visual Workflow?
I need to pass an ID as an input parameter to a visual workflow.
I could not find any documentation on how to do it.
Is it possible?
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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 ...
- 4,897
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Can we provide custom buttons in a flow, or provide the ability to cancel an interview?
The title says it all. We have flows where we'd like to provide an option to cancel the flow completely on some earlier screens. In the flow I'm working on now, there's just one screen in the flow ...
- 477k
7
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2
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How to accept generic "SObject" in Lightning Web Component for Flows?
I've got a custom built LWC to be used within a screen component in a flow.
My component basically renders a collection of SObjects in a distinct way.
It can also deal with different types of sObjects....
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How to check isInsert or isUpdate in flow?
In Apex triggers we have Trigger.isUpdate and Trigger.isInsert booleans to check the type of trigger.
How do we get access to those booleans in a lightning flow? Knowing this would be useful in flows ...
- 362
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List view button to launch a flow in modal (pop up) window - is it possible?
I would like to have a list view button that goes to a URL that starts a flow. However, if the URL is just the link to the flow (for example, "/flow/<flow_name>"), the user is ...
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How to create a custom CSS file for Flows?
I need to completely change the design of a Visual Workflow (Flows) I have made,
I know that I can provide a static CSS file as follows:
<apex:stylesheet value="{URLFOR{$Resourse.styles, 'styles....
- 1,691
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6
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Refresh the page after the flow completes
I have an auto launched flow that updates the Status of the Case to be closed when the button is clicked. The flow is like below
I am calling the flow through the Detail Page Button using the URL ...
- 667
5
votes
1
answer
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Help with finishLocation on flow
I have a Flow that creates a new case and I'm trying to have the last step take me to the new case. I pulled some stuff from http://www.ukprogrammer.co.uk/index.php/redirect-flow-finish-location-to-...
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Visual Flow: How to set Date field to Null / Blank?
I can't figure out how to do this. There seems to be no global constant for blank/null associated with Date fields. If I attempt to add {!$GlobalConstant.EmptyString}, or {!$GlobalConstant.Null} to ...
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RecordTriggerAutolaunched flow Not firing
I have done field update in approval process final approval action. I have created a RecordTriggered flow
based on this objects field update. In the flow am updating its parent record field. But the ...
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2
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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 it on the browser. The LWC lives in a Screen Flow and I'm currently ...
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Trigger flow if a specific field on the updated record changed
I'm using a flow to set a field to a certain value (01, 02, 03) depending on the value of another field on the same record. I initially wanted to do it with process builder but because of the mapping ...
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Bulkification of Flow with invocable action - error re: number of results - how do I resolve?
I'm getting the error "The number of results does not match the number of interviews that were executed in a single bulk execution request" when I insert more than one record into an object ...
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Do scheduled paths get evaluated/canceled when Record-triggered flow version changes?
If I have a Record-triggered after-save Flow with Scheduled Paths, will those scheduled items be removed from the schedule if the Flow's version changes with altered entry criteria?
This question was ...
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votes
1
answer
1k
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Is there a way to ignore flow errors?
I have an auto launched flow that I would like to just ignore the errors of if they occur.
I currently have several fault connectors going to a dummy assignment. However I keep receiving error emails ...
- 157
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votes
1
answer
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Check if the record is created in flow entry condition
In record-triggered flows that run when a record is created or updated, if I try adding entry conditions based on a field change, then the flow no longer works on record creation.
How can I set the ...
- 405
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votes
2
answers
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How do you invoke an external service in a flow triggered by a new Contact Creation?
I am using Salesforce Lightning mode and looking to use the configure not code approach.
I have an external service defined.
The scenario I am trying to implment is as follows:
User Creates Contact ...
3
votes
3
answers
3k
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Flow On Schedule
I"ve created a flow that I'd like to run monthly on the 7th day of each month. How can I do this with scheduled apex. I have no experience writing apex from scratch. Any suggestions or starting off ...
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2
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Why "How to Run the Flow" option is not available in Record-Triggered Flows?
Does anybody know why the "How to Run the Flow" option is not available in Record-Triggered Flows? This flow should run in System Context Without Sharing—Access All Data. Currently we have ...
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4
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How can I remove duplicate records in the flow of a collection variable?
My flow below collect all due items of a custom object and I want to send an email to the owners concerned.
The flow below works fine, but if the owner has more than one item, the owner will receive ...
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2
answers
8k
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Record triggered flow. Work around for adding a pause/wait?
So I'm trying to create a record triggered flow from the Quote object.
My current process waits until a Quote hits a certain stage, then checks if a field value exists. If it doesn't exist, it updates ...
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1
answer
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How can I pass a variable from Lightning Flow to LWC?
The below link have enough information about embedding a LWC in Lightning flow but nothing about passing a variable value to LWC.
https://unofficialsf.com/adding-lightning-web-components-to-flow-...
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1
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How to bulkify headless flow?
I have access to the headless flow pilot and I have a process I would like to bulkify. Basically a Lead could be Opted in, in which case we need to make some fields true, or opted out, marking the ...
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1
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In a flow, collection variable contains what it is supposed to but skips decision outcome, how would you handle it?
"Open" Outcome conditions Does Require Record Changed to meet criteria: true {!contactsStageText} ([Open]) Contains Open Skipped this outcome because its conditions weren't met:
EDIT: ...
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2
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How to track time spent in each stage of a custom detail object
So we have a custom detail object which uses a custom stage picklist field which we use for the path. We also have a custom status picklist field with values as unclaimed, In progress and completed to ...
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1
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Error Using Flows - Required Field Missing
I am attempting to create an automation that populates opportunity contact roles when contacts are selected by the user creating the opportunity.
Upon pushing the flow live, I am getting the ...
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3
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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 ...
- 2,294
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votes
1
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Resuming and Finishing the flow
Created a flow in the sandbox to capture a survey.
I have enabled the ability to Pause the flow and added the component to Home page.
All the screens for the flow is complete and when I test run ...
- 2,573
0
votes
1
answer
130
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Formula Assistance
I am creating a formula variable in a Flow but keep getting this error. Crop net Acres is a Number field.
IF(
ISBLANK( [Opportunity].Crop_Net_Acres__c),
0,
( [Opportunity]....
- 33
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2
answers
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How to change the format of createddate and lastmodified date in flow salesforce
How should I change the format of date from 2022-10-18T12:53:52.000+0000 to 10/18/2022, 6:23 PM in flow salesforce.
user123701
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1
answer
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Get Size of Collections in Flow
I was excited to see an idea I was about to post, already delivered (rare happenstance with me and Salesforce), but apparently the release notes just link to the ideas page that says it was delivered ...
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Using a collection of IDs to Get Records using FLOW
I am trying to Get multiple contacts from Flow by using a collection of IDs.
In the below image I am looping through each opportunity contact and adding the Contact Id to a collection.
Then I want ...
- 1,246
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2
answers
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Flow + @InvocableMethod: How to assign output to collection/sobject collection variable?
There are methods like:
@InvocableMethod
public static List<Id> loadContact(List<String> ids) {
or
@InvocableMethod
public static List<Contact> loadContact(List<String> ids) ...
- 3,211
8
votes
1
answer
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Pass a variable out of LWC and up to Screen flow dynamically
Scenario:
I'm trying to create data in a Lightning Web Component. Then populate an input field in the same Screenflow that the LWC is nested in.
I currently have the format as below. The intention is ...
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votes
2
answers
2k
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How to get list list of flows accessible by a User based on Permission Sets?
In order to provide more granular and controlled access to flows, all our flows are enabled with access setting of "Override default behavior and restrict access to enabled profiles or permission sets"...
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0
answers
675
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InvocableMethod not appearing in Cloud Flow designer [duplicate]
I have written an @InvocableMethod, with an @IncovableVariable as such:
public class SimpleAccountLookup {
@InvocableMethod
public static List<Account> getAccountId(List<...
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1
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any way to handle validation rule errors nicely in flows
When working with a visual flow, it seems that when you get an error saving a record because of a validation rule, that the only error Salesforce will give you is:
An unhandled fault has occurred in ...
- 2,416
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3
answers
8k
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Figuring out what flow the flow ID corresponds to?
I'm getting occasional emails that my Web-to-Case is failing in a manner related to the flow with an ID of 301U0000000Cxwl. How can I determine what flow this is? Also, I haven't had any changes in ...
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votes
0
answers
782
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Collection Variable as Dynamic Choices/Choices in Visual Workflow
Is there a way to use a collection variable for a dynamic choices/choices element within the flow?
ex. I have a collection variable "numbers" within the flow that I've already populated with (1,2,3) ...
- 1,099
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votes
2
answers
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Test ControllerExt for Flow
I am trying to get coverage up for the following controller extension which I am using with Flow
public class ClosedLoopMarketingFlowExtension {
private final Contact cont;
private ...
- 2,172