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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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 (...
Benj's user avatar
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17 votes
2 answers
11k 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/...
Rao's user avatar
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15 votes
2 answers
4k views

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?
Srinivasu Julakanti's user avatar
12 votes
1 answer
16k views

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 ...
Xtremefaith's user avatar
  • 4,520
12 votes
3 answers
33k views

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 ...
Matthew Metros's user avatar
12 votes
1 answer
11k 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 ...
Swisher Sweet's user avatar
12 votes
2 answers
10k views

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 ...
Swisher Sweet's user avatar
12 votes
3 answers
23k views

The record couldn’t be saved because it failed to trigger a flow - Process Builder

I have one Process Builder which helps me to do certain things on my Opportunity create/update and all. Now, the problem is I have written one Trigger on Opportunity which is expected to run "After ...
Salesforce Steps's user avatar
12 votes
1 answer
5k views

How to get ids of records I created in visual flow

I have a flow where I've looked up and looped through service contracts and looked up and looped through contract line items storing sobject variables which I've placed into a collection. I then ...
Marchandoj's user avatar
12 votes
1 answer
3k views

Prepopulating multiselect picklists in a flow

I have a multiselect picklist on a record. I want to display its current values in a multiselect picklist in a visual flow. But when I tried setting the value of the picklist to a variable and setting ...
Eamon's user avatar
  • 121
10 votes
1 answer
14k views

How to use FlowAttributeChangeEvent to affect component visibility in Flow?

The LWC Dev Guide suggests that the FlowAttributeChangeEvent should allow us to trigger component visibility logic in a flow screen. To notify the runtime of attribute changes, the component must ...
Scott McClung's user avatar
10 votes
2 answers
7k views

Possible to Launch a Screen Flow from a LWC?

I know it's possible to launch a flow from Aura components, I'd like to know if this can also be done from a LWC. Please note that I'm not trying to add a LWC into a screen flow - which is an upcoming ...
M H's user avatar
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10 votes
4 answers
13k views

How to debug flow

I want to see the values of an SObject collection variable in the flow. Is there a way to see the values of a SObjectcollection variable? I want something like debug statement in apex.
sfdc's user avatar
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10 votes
2 answers
1k views

Adding visual force page to a custom object based on criteria

There is a custom object called Competitor. For this object there is a field called "Primary Competitor (Data type:Check Box)". Requirement:if primary competitor=checked-->then before saving it has ...
Sindoora's user avatar
  • 735
9 votes
3 answers
9k 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 "{!...
Oleh Berehovskyi's user avatar
9 votes
1 answer
4k views

Deploying Flow via Migration Tool, object "Campaign" can not be updated

Am using the Migration Tool to move a bunch of stuff including Flows from one Sandbox to another. Am getting this error on several of the flows: The object "Campaign" can't be updated through a flow. ...
codeulike's user avatar
  • 1,135
9 votes
1 answer
5k views

Help with FLOW/Apex Error: System.CalloutException: You have uncommitted work pending. Please commit or rollback before calling out

I've already looked through all the related posts and can't find a solution for this error: Error Occurred: An Apex error occurred: System.CalloutException: You have uncommitted work pending. ...
PatMcClellan__c's user avatar
9 votes
2 answers
10k views

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) ...
Natallia's user avatar
  • 3,221
9 votes
1 answer
7k views

How to reference Choice Value in formula instead of its label?

I have a Picklist screen component in a Flow which has many choices defined in the same flow: Now I need to make a formula that references the Choice Value of a given choice: If I use UPPER({!Plan} +...
ProgrammingLlama's user avatar
9 votes
2 answers
3k views

With so many workflow/flow/process builders, how can we keep things in order

I have to admit that I am a fan of triggers. Because, with more and more logic being added in, we can use a decent trigger handler framework to keep things in order and can design that with separation ...
Lance Shi's user avatar
  • 13k
9 votes
3 answers
18k views

Custom Button Return URL (retURL)

I am using a custom button to execute a flow and a retURL tag to return to the record after the flow has been completed. /flow/SAMPLEFLOW?RecID={!OBJECT.Id}&retURL=https://na10.salesforce.com/{!...
Justin J Carlson's user avatar
9 votes
6 answers
17k views

Visual Workflow - how to evaluate whether an sObject Collection Variable isnull?

Within Visual Workflow ("flow"), I need to evaluate whether an sObject Collection Variable contains any record Ids. I.e., is the sObject Collection Variable null or 'empty'? If the sObject Collection ...
Steve Richardson's user avatar
9 votes
2 answers
5k views

Flow Linebreak in text field record update

My flow runs on the Contact object. There is a screen for users to update to the Contact description. I want to combine the old description and the new one, but have a line break between them. Every ...
denvergreene's user avatar
  • 1,169
9 votes
4 answers
8k views

Debug Record-Triggered Flow

Love the new Summer '20 release features for flow, excited to use Flows in place of Process Builder. One consideration I wanted to verify with the community. Is there a way or a best practice for ...
Xtremefaith's user avatar
  • 4,520
9 votes
2 answers
9k views

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 ...
sfdcfox's user avatar
  • 481k
9 votes
1 answer
657 views

How to expose a Flow in a Community using the Napili template?

In the pre-community-templates era, we could expose a Flow to external users using the <flow:interview> component in a Visualforce page. (https://developer.salesforce.com/docs/atlas.en-us....
Intigris's user avatar
  • 336
9 votes
1 answer
3k views

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 ...
Aakriti.G's user avatar
  • 496
8 votes
2 answers
23k views

Flow Builder - Dynamically Get Queue Id by Name

I am using flow builder to create cases and assign them to specific queues based on criteria within the flow. In the Assignment element, I can set OwnerId to a hard coded id string or a resource. ...
S.B.'s user avatar
  • 2,039
8 votes
1 answer
15k views

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 ...
David Picksley's user avatar
8 votes
1 answer
2k views

Salesforce Flows in Salesforce1 app

We are considering the idea to use Visual Workflows (Flows) for a few business scenarios in our project. However, we have several users dependent on Ipad or other smart devices. We are not sure how ...
ParoTech's user avatar
  • 545
8 votes
2 answers
1k views

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 ...
Andrey Shkolnikov's user avatar
8 votes
1 answer
3k views

Using a flow, can you post in Chatter on behalf of another user

In our community, we want to post automated welcome messages in Chatter. Does anyone know if it is possible to use a flow and process builder to post to Chatter on behalf of another user, like say a ...
greenstork's user avatar
  • 14.7k
8 votes
1 answer
188 views

Summer '16 release breaking Visual Workflows?

Some of my visual workflows have been hitting permissions-related errors, and I suspect it's something to do with the Summer '16 release that hit my org over the weekend. I'm getting errors like this ...
OBerm's user avatar
  • 1,224
8 votes
1 answer
1k views

How to Auto Pause/Save Flow Interview when browser window is closed accidentally

When users are using Visual flow, if they accidentally close the window or page refreshed, the flow getting restarted when they are in middle of the conversation. The values that they have collected ...
UKK's user avatar
  • 81
8 votes
1 answer
991 views

When will Salesforce migrate away from Adobe Flash?

Salesforce uses Adobe Flash among other things for content delivery and visual workflows. Flash is being phased out by the major browsers. Does anyone know if/when Salesforce will migrate away from ...
Kasper's user avatar
  • 2,872
7 votes
1 answer
15k views

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 ...
KoenVM's user avatar
  • 2,416
7 votes
2 answers
5k views

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....
Christoph's user avatar
  • 1,002
7 votes
6 answers
4k views

Deploying project via SFDX spawns new Process Builder versions

We just started using VCS for all metadata changes for our orgs. One problem we encountered is, that when we deploy changes to org via sfdx force:source:deploy, sometimes a new inactive Process ...
Curious Squirell's user avatar
7 votes
2 answers
2k views

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"...
Mohan P's user avatar
  • 95
7 votes
1 answer
3k views

Flow "Refresh inputs to incorporate changes elsewhere in the flow" problem going back to the first element

I have several LWCs linked in a flow where each flow element is configured like this to share the current state of a Contact record: i.e.: "Manually assign variables" is checked "...
Keith C's user avatar
  • 135k
7 votes
2 answers
240 views

Expose Package code via Flow instead of global methods

I am thinking about an alternative way to expose Manage Package code to the outside world. Not using the problematic global class scope. And I thought why not package a Flow that calls the code and ...
Robert Sösemann's user avatar
7 votes
3 answers
6k views

Way to check triggers on object

I am trying to import some data on a particular object, hence is there a way to check which of our objects are tied to triggers, flows, etc.
sfdc rowdy's user avatar
7 votes
1 answer
13k views

Number of iterations exceeded - Flow Error

I have a flow that loops through Opportunity Line Items. When the number of line items get large it get an error in my flow. The UI gives the following message "You or your organization has exceeded ...
James Allen's user avatar
7 votes
2 answers
888 views

When LWC that is used in Flow Screen is destroyed?

I need to detect when the LWC is destroyed, so far I haven't noticed that a disconnectedCallback has ever triggered on the LWC that is used in Screen on Flow. This creates a lot of problems because I ...
Rechu's user avatar
  • 450
7 votes
2 answers
3k views

How to use an Apex-Defined Data Type to pass an HTTP response to a Flow?

I was playing with the code in the release notes under Manipulate Complex Internet Data in Flows Without Code Using Apex-Defined Data Types, hoping I could develop an example for showing colleagues ...
k..'s user avatar
  • 1,187
7 votes
1 answer
253 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 ...
Robert Sösemann's user avatar
7 votes
1 answer
9k views

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 ...
bonzi's user avatar
  • 155
7 votes
3 answers
19k views

How can I assign a Date Field to NULL in Flow Builder?

I have a flow that removes the follow-up date when a case status is changed to "Approved". Inside the flow, I have set the Date Field to equal Blank and then I update the record. The field ...
Matt M's user avatar
  • 151
7 votes
1 answer
4k views

Using Multi-Select Checkbox Visual Flow

I have created a Visual Flow in Salesforce and I wish to use the option of a Multi-select Checkbox. I cannot seem to find a way to map these Multi-select checkbox choices to a record. I have tried ...
Clehan1's user avatar
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