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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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40 views

Apex Callout from Flow ([SObject (No ID),SObject (No ID)])

I am trying to call from a flow to an InvocableMethod. The method return type is List<List<SObject>>. When I run a basic flow (Flow Metadata Below) I get the following message In the ...
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2answers
78 views

Flow Hitting Governor Limits

I have an issue with the following flow : I have a field source on contacts populated automatically by an external Id. Partnership is a custom object on which I can set another source field. When ...
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1answer
110 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....
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1answer
63 views

Get Children Records out of Loops in Flows

Dear StackOverflowers, This is my first question on SO, so please bear with me if you find it naive. I have looked up and down the platform and surprisingly, I haven't been able to find a similar ...
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1answer
21 views

Embed Flow and Lightning Component

I have created a lightning flow and embeded it with the Lightning component. I am getting an error while invoking the flow from the lightning component. Lightning Component <aura:component ...
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1answer
21 views

Flow to Create a record and relate records to it

I'm working on a flow that'll ask the user for values (text, and picklist values) and create a record and relate existing records to it. The picklist is a record set of existing records that I need ...
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1answer
25 views

Flow Pause Component with 0 Hour Delay

I have found that setting a Pause with a 0 hour delay results in a about a 1 minute delay. Does anyone know is this is a valid and reliable setting? If it is, I would use it.
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23 views

Display a custom validation message on a lightning record page using flow

I am in the process of creating a flow on the opportunity detail record page. This flow would be invoked on a button which would run a flow which would copy data from opportunity and insert a contract....
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9 views

How to display both Lead and Contact records on one screen and provide edit flexibility

I want to look up the lead record in flow and then contact record in the flow and then display both the lead and contact records on one screen. Secondly,give edit flexibility to those records? Is it ...
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1answer
137 views

Must provide either 'fields' or 'layoutTypes' on a flow screen lookup

I'm trying to build a flow with a lookup component. However, I'm always getting the error : Must provide either 'fields' or 'layoutTypes' when providing childRelationships param. Here are the ...
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13 views

Passing Email Merge Fields into Salesforce Flow

I have a Lightning Flow that uses a picklist to display certain Email Templates to chose from. Upon selection, the next screen will display the contents of the email alert (Subject, Body). The only ...
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1answer
50 views

Process on Duplicate Record Item

We use Duplicate Record Items and Duplicate Record Sets in order to merge Account records. I want when merge occurs to have a process to update the status (Custom field) of Duplicate Record Set. I ...
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19 views

How to allow public access to a flow in a community

I have created a Form using Flow and I have placed it in a community to be able to give it a specific URL. My main goal is to make this page accessible to everyone, without forcing them to create a ...
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20 views

how to add flow with lightning components in visualforce page

I want to implement "Flow" in a "visualforce page" so I can use it in a "site" to allow external users to access the flow's form. I think this is the correct way of achieving this goal but I am not ...
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17 views

Passing variable from Flow to Invoke Class

I have this flow which works fine pulling multiple contactIds from Task but when I am passing it to InvokeClass, Invokeclass only receives one id. I am not sure why? I have attached the screenshot of ...
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1answer
241 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 ...
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1answer
15 views

Use Flow and Action (Create a Record) to Conditionally Create Opportunity From Account

Scenario - I currently have an Action that can be clicked on the Account page to create a pre-populated Opportunity. Now I want to use Flow (specifically a decision), to build a Flow Button (Button ...
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22 views

How to use merge field values in Lightning flow

I am using record choice set to get all related files in a lightning flow. I want to display name of the files in a multi select picklist from where user will select some files. I am trying to get ...
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1answer
28 views

“lightning__RecordPage is not a flow related target” while saving a LWC that is used in a flow?

I'm trying to embed a LWC into a screen flow, but when I save the following meta-xml file, I get the "lightning__RecordPage is not a flow related target" error: <?xml version="1.0" encoding="UTF-8"...
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0answers
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Loading speed issue with screen flow

I designed a screen flow that I hosted on a Salesforce site. The flow is called through a Visualforce page and I used a lightning component for the lightning runtime. This is how it looks like on the ...
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1answer
95 views

Error passing parameter from lightning component to flow

A controller with the below works fine: init : function (component) { var flow = component.find('flowData'); flow.startFlow('OppAssignmentProcess'); } A controller with the below ...
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1answer
294 views

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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24 views

Why is my Opportunity creating lightning flow being corrupted when I pull back source?

I have a Opportunity creating flow in my scratch org that works. However whenever I pull my source back to my IDE it corrupts one of my assignment clauses in my assignment logic block. Instead of ...
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176 views

Retrieve all selected records from multi select picklist in lightning flow

I am trying to use multi select picklist in a lightning flow. Picklist values are being populated by a record choice set. I want to get the id of all selected picklist values. I came to know the ...
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0answers
26 views

Unable to Validate flow input using formula

I'm trying to validate a flow text element called subject. I created a formula called validateSubject with the following logic: If(LEN({!Subject})<255,true,false) I added this formula to the ...
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161 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 ...
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1answer
59 views

Creating test class for apex (reports namespace) used in Flow action

I have a Flow which calls an apex class (via action). The purpose of the action is to grab a list of Lead Id's from a specific report. The reportID is passed to the class from the flow. Then, the ...
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18 views

File Upload not working, when Flow is called via URL in Salesforce1 App

We have created a flow screen to upload a file. As per our requirement, Flow will be called via URL from a Lightning component. It works fine for Desktop. But, the file upload is not working in the ...
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34 views

How to configure Visual Flow Screen Aura components to use the same instance of Variable?

I have a Visual Flow that consists of several Screen elements together with Lightning Aura components. A general idea of the flow architecture is that there is a Decision element called Router, which ...
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0answers
66 views

Flow failing in Field Service Lightning Mobile App but not when run in Browser

I have a flow that is setup to be ran through the Field Service Mobile app. Recently I have made some updates to it, specifically having two fields that are set by the flow be set by formulas instead ...
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31 views

How to Check Device Form Factor in a Flow?

Background I'm trying to display different flow screens to my users depending on their device's form factor. Things I've tried I know there's a $Client.FormFactor global variable, but that only ...
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10 views

Pass parameters from Call Centre into Flow?

We're using the Salesforce OpenCTI to make/receive calls via Salesforce, as part of the Call Centre settings we can define what happens when it's a known or unknown number. One of the available ...
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0answers
16 views

When is a Flow User license needed?

I have created a flow that is called from a Process Builder process when a record update meets certain criteria. I need this flow to work whenever any of my users update the record. Do they need ...
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1answer
92 views

Retrieve Value from record collection variable in flow builder

I have a pretty simple scenario but I'm not sure it will work. I created a custom metadata type for assessment questions sales reps have to do on lead. Each question has a preferred answer (e.g. ...
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1answer
32 views

Service Console Tab Name

I have called flow in the URL button. When I click on the button, a new tab is opened and flow is initiated but the tab name is displayed as Task. Is there any way to change the tab name in Service ...
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0answers
76 views

Community user with customer community License not able to run Screen flow

I have created a screen flow and login flow. Have called the screen flow from the login flow. Login flow is configured to execute on community user login. When the community user logs in, my login ...
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95 views

How to get Custom Button to open in same Tab/Window in Lightning Community?

I have a very simple Custom button in my Lightning Community that opens to a flow, but the custom button opens in a new tab/window even when I set it to open in the existing window. This flow works, ...
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17 views

Allow users to enter in multi select picklist options?

I have a request to allow users to of one team to create multi-select picklist values for another team to eventually work through. After the AE team closes an opportunity the AE team has specific ...
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1answer
30 views

Passing in Value other than recordId into Screen Flow

I included a visual screen flow into our page layout. It gives me the option to "pass the record ID into this variable." and when I select it fills the variable with {!Record.Id} Then I started ...
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1answer
53 views

Form post to external url through an aura component embedded in community page

Is it possible to execute a form post to an external site from an aura component that is exposed in a community page? Our aura component looks like this <aura:component implements="forceCommunity:...
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1answer
33 views

Is there a way to fire an e-mail workflow without saving a record first?

I have a business case where 1.) someone takes a phone call 2) creates a case 3) ends call and continues researching before saving the case finally a user could have multiple case tabs open before ...
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1answer
55 views

Process builder's Post to Chatter error

In Process builder, I have a Post to Chatter action. When this action gets triggered, I am getting error message and exception is thrown. I have attached the error line from debug logs: ...
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66 views

How to transfer Opportunity Line Items to Quote with Flow

I have a custom New Quote button which has some pre-defined fields when creating a quote from an opportunity. I learned it the hard way, that using such custom actions, the Opportunity Line Items will ...
0
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1answer
36 views

Visual Flow and Callout

I have a small problem with visual flow. I try to execute callout in flow through @InvocableMethod but before this callout, I do update a record(standard update action in Visual flow not in apex code(...
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0answers
9 views

SenderType is not available in cloud flow designer

I need to set the sender type of the flow core action send email to organization wide address. As per the documentation I should get sender type as Organization wide address- https://help....
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2answers
43 views

How to redirect user from one community to another using Login Flow without needed to re-authenticate?

How do I go about creating a Login Flow that redirects a user from one community to another without needing to re-authenticate? We are beginning to roll out an updated community, and before upgrading ...
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1answer
58 views

Access index of sObject collection using flow builder loop

I'm using process builder to auto launch a flow. I pass an id to the flow and use the getRecords element to query for a collection of records that returns the records in descending order based on a ...
0
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1answer
38 views

Illegal argument when passing Lead to InvocableMethod method

I have a flow where I'm populating a Lead record variable with some field values I want to pass this variable to an apex @InvocableMethod, so that apex can upsert the lead, and do some other logic. ...
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29 views

Using an Automated Flow to Select & Send HTML Email Template based off outcome of Flow

Here is the scenario/use case: We have an automated flow that is analyzing 14 different tasks to determine which of 28 possible HTML emails to send to external contacts. The flow runs through a number ...
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0answers
80 views

Picklist error in Flow using dynamic pages/component visibility

I've got a flow with screens for different teams that creates a case. On one screen, I've set up component visibility on several fields based on the value set in the first picklist on the page so that ...