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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23 views

Salesforce Flow Dependent Picklist Object API Name

I have a dependent picklist on the Asset object and want to use it in a Flow. Which value I have to set in the field "Object API Name"? Is the value for this field then not Asset and how should I ...
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Custom picklist

We need a custom picklist for a Flow. The OOTB isnt great and has limitations regarding its "Required" behaviour. Appears to be widely cited so will not repeat those details. Anyway... We've built ...
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Flow screen component “Phone” field can not be assign to invocable variable

I have created flow and in this flow screen I have phone field. however, I cannot assign the value from this field to invocable variable. I do not see "Phone" in the dropdown list in invoacble ...
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39 views

How do I retrieve a flow and associated metadata from an org?

I usually use SFDX to retrieve all of the metadata from my sandbox. I usually work on this in VSCode. Right now I'm trying to use SFDX in VSCode to retrieve a flow so I can test that flow in another ...
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23 views

Do Apex tests (have to) run as part of the deployment when we deploy Processes and autolaunched Flows?

When you have enabled the setting 'deploy processes and flows as active' you need 75% of Processes and Autolaunched flows to have at least some Apex code coverage. The documentation on Running Apex ...
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Flow - Create unique set of records

Scenario: Asset is related to Account (Each Asset has an Account) Log is related to Account (Each Log has a Account) When an Account is updated(a certain field), I want to create a Log record. If ...
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22 views

Flow and capturing Display Text on screen

I am attempting to build a guided actions list using flow on the leads object. What I've completed so far is: Assigning RecordID Getting Lead fields Screen that displays 3 questions (Display Text) &...
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7 views

Send emails to latest record and not interrupting an email journey

I've been stuck on a solution for this for a while now so I figured I'd ask. We have the static Account record of ‘Apprentices’ who have ‘Placements’ related to them. Each time the ‘Apprentice’ (...
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29 views

Use Zipped Static Resource for “Display Image” component in Lightning Flow?

In Lightning Flow, can I use Zipped Static Resource for "Display Image" component? I'm building a Flow in the Lightning Flow Builder and I want to add images to the Flow. I already have a zipped ...
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20 views

Flow : redirect to record page when finished

Situation : I have a screen flow that duplicate the record. What I need is to redirect it to the newly created record(duplicate) when the flow is finished. Attempted workaround : 1 . Created a ...
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33 views

Dynamically populate (Multi) Picklist in Flow

We're creating a Lightning Flow (Using the Lightning Flow Builder) to help users create Knowledge Articles. Part of that flow is to allow the users to choose a Data Category. So we made an @...
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35 views

Not able to update UserLogin object to lock user's password from flow

I am using update record component to update the IsPassword field on the UserLogin object. For that I am adding a condition to update the take the records based on Logged in user Id. i.e. UserId=...
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Flow loop with formula returning null value

I have a Flow which loops through a collection of custom Objects. In each iteration it gets an exchange rate from custom metadata. I then need to multiply a number in each custom object with the ...
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Need to remove username from Flow Screen invoked via LoginFlow

I have a requirement which asks for verification code sent on email. So to enter the code, I have created a custom screen in the flow. This flow is invoked Everything works fine. However, I can ...
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1answer
24 views

Copying Primary Contact to New Opportunity with Flow/PB

I've been able to find a good amount of resources for copying contact roles to opportunities. This one and this one seem to be favorites, and while informative, aren't really registering with what I'm ...
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27 views

Can't push VisualForce page calling flow

I have a visual force page that calls a flow and passes a quote Id as a parameter. When I run source:push to deploy the VFP and the Flow to a scratch org I get the following error: force-app\main\...
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27 views

Create Knowledge Article in Flow

We're creating a Flow to allow certain users to create a Knowledge Article, based on the current record and a bunch of other related records. I can collect all the data I need to create the Knowledge ...
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21 views

How to restrict record creation, updation and deletion without trigger.? [closed]

I have a flow which creates order and order line items from quote and quote line items if approved by manager. Once order and order line items are created i want to avoid creation, update and delete ...
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63 views

Saving a record in a Lightning Component and wait for flows/processes/triggers to be executed before reload page

I'm using a Lightning Component to upadte a SObjectType = Task record. I'm using this one in particular: component.find("editModal").get("e.recordSave").fire(); It works fine and the record is ...
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2answers
35 views

Race condition with mail merge flow

How can I synchronize a flow that updates a record with the email panel? Or make the flow run synchronously so that the user waits for it to finish? I have a meeting note object with 3 junctions ...
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37 views

Visual Flow: Selecting a Record in a Flow Screen

It's been a while since I have dived into Salesforce's Flow product and before the Flow Lightning UI refresh rolled out. I have done this in the Flash based UI so I am puzzled but what I am doing ...
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31 views

Flow query isn't getting a record that a SOQL query has no problem getting

I have multiple queries in the flow that are set up the exact same. Im not getting an error, the flow runs through fine and does what it's supposed to. It's just not getting the records needed, and ...
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10 views

Need to bypass Login Flow for while clicking the link in Forgot Password

I have created a flow which asks for Verification Code, which runs properly. However, when user goes to forgot password and enteres his email, he gets a link in email, after clicking on which he gets ...
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1answer
14 views

Using a Flow Inside A Process Builder Process to Prevent Dupes

I recently created a Process Builder process that identifies records coming in from one of our FormAssembly forms and steers them to the correct campaign to which they should be added. But, I am faced ...
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27 views

Process flows not showing up in environment

I'm trying to push process flows that I created in my dev env and am trying to push it onto my test environment. I updated my package.xml file to retrieve flow metadata and then uploaded it to ...
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1answer
20 views

Concatenate related contact names in a flow

I have a junction called MeetingContactRelation to link attendees to a meeting: Meeting - MeetingContactRelation - Contact I have a hidden rich text field on Meeting and want to store the ...
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1answer
36 views

Flow screen component - Input number field as zipcode to limit 5 number max

Hello I'm trying to add Number type input field in flow screen component as Zipcode. I would like to set it to max 5 number long. I have added input validation formula to Len(Zip)<6 but when i ...
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27 views

FSL mobile app screen elements visibility based on a criteria

We are implementing Field service Lightning. We have a requirement in our FSL mobile flow that on screen elements (text variables) should only be displayed if certain fields are checked which is ...
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37 views

Add screen flow action in Einstein bot

I have been trying to add Screen flow action in Einstein bot but unable to add it because it showing 'No Invocable action found'. I have gone through to this below link in which autolaunched flow ...
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44 views

Flow - Not able to Navigate to next screen from lightning component

I have a custom lightning component which accepts user input and then makes a decision based on that. However, I am not able to move forward to the next step after that. Can anyone help. This is ...
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6 views

Flow not able to view screen

I have a custom lightning component embeded in a flow, however I am not able to view the screen. The flow goes infinite spinner. On the flow builder I am getting warning that this flow needs ...
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1answer
14 views

Flow Builder won't save Platform Event

New issue -- don't know if this is Summer '19 or the New Flow Builder (I suspect Flow Builder). I have an autolaunched flow that starts by waiting for a Platform event called NewSms__e. Flow builder ...
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1answer
21 views

Not able to login to salesforce with deactivated login flow

I deactivated a login flow in Developer edition and now when I log in to salesforce I get the below error and it is not letting me sign in. please confirm if is there any solution to this problem. Is ...
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1answer
55 views

Not able to call an action on Einstein Bot Builder

I have been trying to add an action to my Einstein bot with a flow that I have recently created. However, when ever I click on flows it always shows me "No Invocable Actions Found" I am not sure on ...
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21 views

Cloud Flow Designer - Screen - Lightning Component - Input Output Screen

PICTURES Component Markup Design Attribute Screen Element Entire Flow I am building a flow which takes user input and then process further. I am not able to get aura attribute of the Lightning ...
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46 views

Update multiple child records via process builder with flow

I'm using "GridMate" app to display the child record in a parent. Whenever "BaseLine Duration" is changed. I need to calculate the roll-up summary of "BaseLine Duration" and assign this value to "...
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1answer
26 views

Months between dates in Flow

I am new to Salesforce and need to know how to implement a months between dates fromula. The formula needs to be created in Flow Builder as a formula resource. Most of the examples I looked at refers ...
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20 views

Flow - How to retrieve first value of a collection variable?

I have to use an Autolaunched Flow to automate the following task: Retrieve all the certain object's records which meet a certain criteria. If the size of the collection is 1 - assign some field ...
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2answers
180 views

Flow Error - Apex CPU Time Limit Exceeded

I have a flow that is supposed to update multiple Account records and then triggers a process builder to update their related Opportunities. This happens at the start of the new fiscal year to set up ...
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1answer
26 views

Flow Not Creating Account Share Record (Works in Debug Mode)

I have a flow that is working via the flow builder Debug page, but not when triggered in Salesforce. It worked several weeks ago, so I wonder if there's something with Summer '19 that's causing an ...
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1answer
18 views

If someone is inflight with a flow and a new version of the flow is activated, can there be related errors?

I have a highly used flow by multiple users and I want to make a business hours change to the flow. If someone is using a flow and a new version of the flow is activated before they finish their ...
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1answer
95 views

How to get selected items from a dynamically populated Checkbox Group inside Flow Builder

I have a dynamically populated Checkbox Group element on a Flow Builder screen which has many checkbox items. When a user makes multiple selections - how do I get all these selections? It appears ...
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1answer
34 views

Test pagereference with selection of multiple Ids

I have a visualforce page where I select multiple ids. Based on my selection I start a flow. I dont know how to simulate the selection in my testclass. Visualforce <apex:page standardController="...
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1answer
53 views

After Calling a Flow from Apex Unable to get a Response

I am calling a Flow from Apex as below. In Flow I am running a duplicate check. If there is a duplicate I am saving it into a Variable that is marked as Available for output. How the return value is ...
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1answer
40 views

How can I link two records in a flow?

I'm creating a flow that creates two records on two separate objects. The objects are linked in a master-details relationship. But I cannot figure out how to create the relationship between the two ...
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1answer
25 views

Screen Flow - Convert Collection Variable into single Id

I have built a Screen Flow which has an upload file component, which I have limited to one file per Flow process. The output of this component is called "Content Document IDs" and required to be ...
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27 views

Can i create Dependent picklist in flow where controlling picklist is “Screen component Picklist made with choice resource type”?

I have created flow screen, and created 1 picklist from screen component and added choice resources as picklist values. Can I create dependant picklist for above picklist? eg. Screen have picklist ...
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1answer
120 views

Record Choice Set vs Picklist Choice Set in Flow Builder

Could someone please enlighten me>>> what is the difference between record choice set and picklist choice set in Flow Builder?
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28 views

CANNOT_EXECUTE_FLOW_TRIGGER salesforce error

I have 2 custom object lookup relationship from: Equipment to Event Whenever Name field in event is inserted/updated Process builder is passing Equipment id to a flow which updates picklist field in ...
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30 views

call flow with screen from visualforce page is not working

call flow with screen from visualforce page is not working, not sure what is wrong? <apex:page standardController="Contract"> <flow:interview name="ContractTracer" finishLocation="{!URLFOR('...