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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Populate Record Choice Set from a Record Collection Variable

I am creating a lightning flow & trying to create an input with dynamic choices. On the basis of some decisions I am using get Records with different filter criteria to get records & using ...
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Are Visual Workflows/ Process Builder based on Apex?

What technology is behind Visual Workflows/ Process Builder? See salesforce.com/video/303091, fwd to 38:28... per Josh Kaplan, none of the declarative tools compile into java bytecode instructions. ...
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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) ...
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Performing DML on empty list in a flow consumes governor limits but doing same in apex does not?

I tried to make a dml call on an empty list in an autolaunched flow and after looking into the debugs, I got to know that governor limits are getting consumed. But the same is not true when we perform ...
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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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392 views

Unit test for Pause Reason in a Screen Flow

I've created a script in apex that captures the pause reason in a screen flow. In general, I use the FlowRecordRelation and FlowInterview to capture the pause reason and save it to a specific field. ...
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How to identify the parent record related to a paused flow interview using a SOQL

I need to cancel some of the actions scheduled by different process builders (executed on opportunity) but it is not easy to identify the related paused interview flow records....I dont know how can I ...
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Salesforce deploy error flow: The processMetadataValues entry for TriggerType has an invalid value

I am trying to deploy to a scratch org, but it fails on 4 flows with the following error: The processMetadataValues entry for TriggerType has an invalid value. The current method of deploying is ...
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219 views

Process Builder - scheduled action problem

We have found out a big problem by using Scheduled Action in a process builder. In a process builder we have built a condition that fires when record is in a given status and this condition starts a ...
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359 views

Fast lookup does not always return data as expected - sometimes will after wait

I'm running into an issue with some of my flows where a Fast Lookup will not return any records, when I know for a fact there are items that meet the criteria. I added a Wait statement to my flow, ...
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Workflow Email Alert Error: "action name not found: <Email Alert Object>" when in package

I have a workflow I am developing as part of a package in the Developer Edition. This workflow sends out an email alert. Now I am having issues with it. When the package was not name-spaced, the ...
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Fetch unique values using visual workflow

I am creating a dependent picklist in visual workflow using dynamic choice elements. The data source for picklists is database. When I fetch values I am getting duplicate values as it is in the ...
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4 votes
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Marketing Cloud Journey Builder PB/Flow on Contacts Causing CPU Limit Issues

In our Org, the JBSystemFlow_Contact flow is being called by a Process Builder every time a Contact is saved, and causing us to hit the CPU Governor Limit. I know that CPU limits can come from ...
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4 votes
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86 views

How do I bind a Flow Screen variable to a LWC Custom Property Editor input?

I've build a navigation LWC with a Custom Property Editor to be used in a Flow Screen. The Flow has a Screen with a checkbox 'cancelCheckbox'. When the agent ticks that checkbox, the red button '...
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304 views

Scheduled-triggered flow debugging doesn't obey Rollback mode setting

Given: A scheduled-triggered flow associated to no objects. With a single element to call an invocable Apex action that does DML When: I debug the Flow (Debug button), the flow executes, the Apex ...
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What is Causing INVALID_TYPE_ON_FIELD_IN_RECORD Error in Queueable Class?

Goal My goal is to create a reusable Apex action/invokable method to allow a flow to asynchronously insert/update/delete a collection of records using the queueable interface. Note that I am aware of ...
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Possible to Resume Other Users' Flow Interviews?

Background I'm trying to allow non-system administrator users to resume Flow interviews by other users. Approach I thought this would be possible using a custom Aura component that allows you to ...
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Styling of flows used in communities

I am trying to understand whether when a theme is applied to a community (see e.g. Standard Design Tokens for Communities), any flows presented in that community can be made to respect the theme. ...
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e.force:editRecord in Flow - e.force:navigateToSObject

I have a Lightning Component with a controller that uses e.force:editRecord, which I've added to a Flow after create record action. After saving the record on the editRecord screen, I would like to ...
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4 votes
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489 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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4 votes
1 answer
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How to Use Roles field filter for AccountContactRelations in Visual flow?

We are looking to migrate to the new AccountContactRelations. One process we need, is to query for a contact relationship with the account, where it's role is a specific value. When running Visual ...
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4 votes
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474 views

SLDS not applied to flow when used in Lightning Out

I have a Lightning Out app, hosted in a S3 bucket, that launches a flow. Everything works and is styled as it should be until the flow is launched. The input styles revert back to "normal", the date ...
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4 votes
1 answer
227 views

"Parameter has wrong value type" when referencing Flow from VisualForce

I'm attempting to create a VisualForce page with a standard list controller that passes a list of custom objects (Feedback__c) to an SObject collection variable in a flow using the {!selected} syntax. ...
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4 votes
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819 views

How to run a macro using apex class?

How can I run a macro using apex class? I have used a Visualforce Page to run the macro with standard method "sforce.console.runmacro" in javascript. Similarly, I need to call it in an apex class ...
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4 votes
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visual flow - how to get existing field values of record and fill it on flow screen fields

working on visual flow and created one flow for insert and working fine. again added one flow for update the records and that also working fine but the problem i am facing is that at time of updating ...
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4 votes
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1k views

RecordID's changing from 15 to 18 characters within process

This is a Process Builder/Flow question not Visualforce or Apex, and so I apologize if it's somewhat out of place on here. I'm getting desperate for a solution. I am currently unable to use a ...
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  • 3,730
4 votes
2 answers
1k views

How to update multiple records from search/view/SOQL using Flow

I have an update action, where I need to update a varying number of objects (these can be created as a view, report, csv file, excel file, simple paste into window). I want that my users will get a ...
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4 votes
1 answer
3k views

How to catch Validation error in Flow

I have created flow + Process Builder to do a lookup relationship Count on parent object. My issues is I have a validation rule which fires when user try to deleted last child record from the related ...
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4 votes
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393 views

Is it still impossible to start a Flow Interview for a VisualForce Controller's Unit Tests?

Currently looking at An Advanced Example of Using Been writing some unit tests for the VisualForce controllers I've been creating, which, with my original code would result in "Interview not ...
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3 votes
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55 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 ...
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3 votes
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119 views

Why can't I pass all record fields from a record triggered Flow into an autolaunched Flow?

For some users, I am seeing an error message from a record triggered Flow that says: Because Get_Account is passed to an action, subflow, or Lightning component, store the values of all Account ...
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3 votes
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242 views

Scheduled Flow Not Running for All Records

I am hoping someone can help me with Schedule-Triggered Flows (STF). I have created a STF that gets all leads matching a specific criteria. The flow then checks the record type of the lead. If (Record ...
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3 votes
0 answers
292 views

Why does a user require the "Manage Flows" permission to run a flow?

I built a flow that sends multiple records for approval at once. It's triggered by a list button. You select items from the related list that the button is on, click the button, and the flow runs in ...
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  • 61
3 votes
1 answer
590 views

How to Test platform Event Trigger Flow

I have a flow which subscribes to a platform Event. This flow consumes the event and inserts a record. My test class is: Test.startTest(); Database.SaveResult result = EventBus.publish(...
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3 votes
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87 views

Why Apexaction flow setoutput variable not showing from apex class

I Want to set output values in flow from apex action. Below mentioned im getting oppId as input values from apex class. public class flowinputs{ @invocableVariable public String oppId; ...
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3 votes
1 answer
318 views

Aura lightning:progressIndicator always setting step focus to first step

I'm building out a lightning component that leverages lightning:progressIndicator and lightning:progressStep, using the onstepfocus event to call a function in my javascript controller to trigger ...
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3 votes
0 answers
258 views

Invocable Method for REST API May Return Problem

Good Morning, I have written an Invocable Method that calls my own REST API using a Callout, which is working well as a Screen Flow Action used to place orders in an external system. Next, I must ...
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3 votes
0 answers
1k views

How to gracefully handle custom Apex exception from Apex Action in a Flow

Prelude We have a button on the Account object which kicks off a Flow whose only job is to call an Apex Action. Inside the invocable Apex class, there is much weeping and gnashing of teeth, after ...
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  • 2,119
3 votes
1 answer
620 views

Prevent Visual Flow Screen from Clearing When Clicking Next

I have a visual flow screen with a mix of out-of-the-box and custom Lightning Web Components on it. Some of the OOTB components are marked required and one of the LWCs has a validate() method that ...
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  • 3,614
3 votes
0 answers
73 views

Why do notification types have a name?

I'm asking about the "bell icon" notifications here. This Getting your users attention with Custom Notifications article illustrates the UI where you have to add a custom notification type before ...
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  • 130k
3 votes
0 answers
128 views

Cant access LicenseType field on $Profile in Flow

The flow documentation specifically calls out using the $Profile global variable to get the licenseType References information from the current user’s profile, such as license type or name. ...
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3 votes
1 answer
468 views

Styling an Embedded LWC on Flow screen

Is it possible to match the width of the standard screen elements that flow provides out of the box (like "Date" & "Type")? My custom LWC (Products) seems to be taking up 100% of the real estate ...
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  • 197
3 votes
1 answer
2k views

class java.lang.String cannot be cast to class moduleapi.interaction.FlowPicklistValue

I am using a Screen Flow to handle a custom Membership form. I have found an issue where if a field marked as "required" is not filled in, and the user hits "Next" on the screen flow it results in an ...
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3 votes
0 answers
346 views

Is it possible to activate specific version of process builder(or flow) through API?

For the situation shown in the above picture, is it possible to activate a specific version of process builder(or flow) through API?
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3 votes
2 answers
685 views

How do I pass a platform event payload from a PB process to a flow?

I read elsewhere that I can pass an event's payload to a flow from a process builder process. When I try pass values in my process all I see are the different fields from my platform event object. Do ...
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3 votes
0 answers
299 views

Flow (INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY)

I have a flow that creates a Lead, Sales Task, Campaign Member Record and a Note. When logged in as an Administrator the flow works perfectly fine. (See below image) When I log in as the User to test ...
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3 votes
0 answers
565 views

Bulkify existing flow to avoid SOQL Limits?

I currently have a flow that looks up and passes the ID of a Fire Department into an object called Service Plan. The Fire Department is found by looking up the BillingCity on the Account associated ...
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