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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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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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 ...
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Instrumenting flows with logging information

Combining the Lightning Flow builder and the process builder it is possible to build complex automation including: invoking processes from other processes through invokeable processes invoking flows ...
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1answer
48 views

How to Integrate multiple web to lead from

Need Help in Integrating the multiple web to lead forms. Conditions: Form 1 will be intake form 2 & 3 is dependent on the first form so how do I integrate the whole process whereas first form also ...
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16 views

In flow, dependent picklist span the entire page unlike a normal picklist

Basically title. Is there a way to get around this? It’s horribly inconsistent.
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106 views

How to use Lightning Web Components in Lightning Flows?

In my winter 20 pre-release org, I am getting error while dragging screen in lightning flow. Error is "This page has an error. You might just need to refresh it. [PromiseRejection: [object Object]]...
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303 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 ...
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12 views

Assign Related Record from Related List

I am struggling to find a solution, without over complicating my dataset. I have 2 object, Product and Product_Alias (Custom). Our Product_Alias table is a table of UPC codes that we have purchased. ...
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1answer
51 views

While offline in the Field Service Lightning mobile app, how can I determine if a record has been deleted?

When a record is deleted while offline, how can I filter it out of subsequent Get Record flow elements? Our most common use case for deleting records is removing Product Consumed records via the ...
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18 views

Salesforce grouping execution flow

Is possible Salesforce be agroupping the Lighting flow execution? We are working with Platform events calling a specific Lightning flow each time it runs, and we noticed the flows are being executed ...
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1answer
23 views

Controlling an automation loop

looking for suggestions for what pattern to use to avoid an infinite automation loop that involves custom flow/processes as well as some managed code background: sage hcm has functionality to push ...
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53 views

Site guest user problems to view lightning flow

I created a Lightning application to allow a visual flow to run with Lightning runtime. The problem is that when I run the force site as the guest user, the flow doesn't show correctly to the guest ...
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1answer
28 views

Duplicate Lead/ Opportunity Check

I am working in Professional edition where I need to prevent the creation of a Lead if there is an Opportunity present with the same Unit_Id. I created a Process Builder, a flow and a validation ...
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88 views

Multi-select pick list update - process builder + apex or flow? [closed]

I want to update a multi-select picklist to remove one particular value given certain conditions on update. At the moment the condition is detected by process builder, but I'm unable to update the ...
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Error occurred while creating a record of a custom object from Flow

Error Occurred: This error occurred when the flow tried to look up records: FROM Treatment_Plan__c WHERE ((Patient__c = 'asdfg')) LIMIT 1 ^ ERROR at Row:1:Column:54 invalid ID field: asdfg. You ...
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111 views

Salesforce Flow - Custom Picklist Lightning Component - Default value not loaded

i built a Lightning Component to get a custom picklist in Salesforce Flow, so i can set the default value to the current selected value of a picklist and create custom validation rules. The component ...
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84 views

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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90 views

Action failed: c:ProjectCandidatesToOrderAssociation$controller$goToProject [Cannot read property 'length' of undefined]

I'm getting this error in my process. I'm using a lightning component which starts a flow Uncaught Action failed: c:ProjectCandidatesToOrderAssociation$controller$goToProject [Cannot read property '...
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14 views

Address input element in lightning flow not showing the configured country and state picklist values

i want to add address elements in lightning flow and want the country and state to show all the values that i have configured in state and country picklist. Apart from adding the values using comma ...
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20 views

Lightning flow error - Works fine on desktop but fails on FSL app

I have a lightning flow that creates an object record and child records related to it. When I try to run this flow using quick action in FSL app on iPad it gives "Required fields missing: ParentId" ...
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65 views

FIELD_CUSTOM_VALIDATION_EXCEPTION even when all validation rules are deactivated

I have a difficult troubleshooting situation involving a new accounting managed package, a complex flow, a mysterious validation error, and unit tests. I had built a custom REST API before the ...
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1answer
59 views

I have a Parent Agreement and it has two child Agreement in related list. On Agreement object it has a lookup called parent Agreement

I have a Parent Agreement and it has two child Agreements in related list. If i choose this parent Agreement in another Agreement ParentAgreement-lookup field then all the related child Agreement ...
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3answers
645 views

Pass object from Flow to Lightning component

In a Flow, I can retrieve an object and several fields. Is it possible to pass the object to a Lightning component used in a screen? I've tried setting up an attribute as Map or Object, and adding ...
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1answer
65 views

Generic Error When Using 'Actions & Recommendations' / 'Guided Actions'

Issue I receive the following error when attempting to use an object-specific quick Action via the 'Actions & Recommendations' Lightning Component: Background 'Actions & Recommendations' ...
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23 views

Flow is not loading in Flow Builder

We have a custom app that creates a flow through apex and there's url redirect button once the flow is created. I am getting below error when i click on the redirect button. I can see the flowId (...
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1answer
274 views

Enable Lightning runtime for flows

I have a Softphone Layout that needs to call a lightning component from a flow. I wanted to call the lightning component from a Visualforce page so I could set the finish location. When I try to ...
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1answer
968 views

Is it possible to return a value from a Lightning Component to a flow?

I have a screen flow that calls a Lightning Component (Lead Search). The component allows a user to filter for certain records (opportunities, accounts, and leads). The controller APEX class returns ...
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25 views

Regex for Text Field in Flow screen input validation gives error

REGEX( {!Phone} , "((^[?+\+\s]|^[\d]?)([\s\-\.]?)([\d]{1,3})([\s\-\.\(]*)([\d]{3})([\s\-\.\)]*)([\d]{3})([\s\-\.]*)([\d]{4})$)" ) Phone (Screen Component) - The formula expression is invalid: ...
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27 views

Phone (Screen Component) - The formula expression is invalid: Syntax error

I have Text field on Flow Screen component that I use for Phone number. In validate input section i have wrote REGEX({!Phone} , "^(\+(([0-9]){1,2})[-.])?((((([0-9]){2,3})[-.]){1,2}([0-9]{4,10}))|([0-...
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2answers
334 views

Visual Flow - How to Loop Over Two Record Collections and Use Field Values From Both

I have a record collection for Object A, which I loop over and for each record in that collection I create a new record for object B. These records are assigned to a second record collection. At the ...
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1answer
217 views

Error deploying flows: Required field is missing: actionType

I need to fetch components from sandbox and deploy them back to sandbox after a refresh. First I tried with Eclipse force plugin: Restoring sandbox components1 I can fetch all needed components, but ...
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1answer
264 views

Error : Flow : activate Lighting runtime

I have created a flow which contains a Dependent picklist component. When I execute the flow I obtain this error (screen 306). However, I have activated the permission, so I don't understand where ...
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1answer
35 views

Lightning Flow Issue

Is it possible to create multiple screens in a flow depending on number of records received? Scenario: If in flow by querying we receive 10 records, then can we have 10 different screens for each ...
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12 views

Setting Recursion Flag in Process Builder prevents Process Builder from Running Flow

I have a process builder and flow combo I have been building. I finally got it to work, but had to turn off the Recursive Flag on the opportunity in order to get the flow to be scheduled from the ...
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1answer
27 views

Record updating in Process Builder but not Entering Flow in Same Criteria

I have a Process Builder on Opportunity that calls a flow to send an Email Receipt. Currently I have two Process Builders that call the same flow, but only one Process Builder will actually use the ...
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79 views

Call a 2-column Flow and redirect it to the created record

The requirement is to launch a two-column Flow and use the flow output variable to redirect the user to the created record. I tried calling the Flow via URL (from a Custom Button) using retURL but ...
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1answer
31 views

How to create SET in Flow Salesforce?

How I can achieve below code using flows: AcctSeedERP__Outbound_Inventory_Movement__c[] tfrs = [ SELECT Id, Warehouse_To__c, AcctSeedERP__Warehouse__c, ...
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70 views

Debugger Run's flow correctly but Process Builder only runs flow once

I have a flow that will successfully send email alerts for any fields that are updated on the record. However, I have run into a bit of an odd bug. I'm calling this flow from a Process Builder. I ...
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1answer
29 views

Flow Challenge: Trying to loop a single records fields values to do different actions

I'm working on a project to send emails to customers based on whether or not a user checks a certain box(es); I have 4 boxes in total they could check. Problem: Have user be able to trigger flow ...
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1answer
305 views

Showing Contacts of Accounts using lightning flow and lightning component

I am building a lightning flow to display a list of contacts related an account using lightning flow. My issue is that I am using lightning select aura component to show the contact related to the ...
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21 views

Flow To Group Line Items

I have some opportunity products that I would like to convert in a Sales Order (Financial Force Object) using a flow. I tried using a some loops and collection variables but I can't seem to find the ...
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28 views

Cannot delete Flow with error: User (XXXXXXXXXXX) is inactive, so please delete the following flow interviews

Background I am getting this error because a user has left the company: Every waiting flow interview has an associated user — the person who caused the interview to start waiting. If that user ...
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202 views

Do we need to “Bulkify” Flows?

Do we need batch update records in flows or does Salesforce automatically do this for us? For example. with a list of records: [Record1, Record2] I want to loop through each one in the flow and ...
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1answer
48 views

Scheduling Flow

I am trying to create a screen flow that is scheduled in Salesforce. From the screen flow I call an Invocable method where I pass my input parameters from my screen flow. From there I call a future ...
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1answer
43 views

Create aura:attribute with a dynamic type

I am attempting to put a custom lightning component into a flow, and I need a record collection variable. The problem is that I don't know what object the record collection variable is, and flows don'...
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1answer
834 views

File Upload component in Flow - no indication that files where uploaded

I am using the File Upload component in Flow. It works good, but I have no indication that the files where uploaded. So the flow looks exactly the same before and after I upload files: Before ...
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94 views

Removing duplicate values from a picklist in flows

I'm trying to create a flow that allows the user to log multiple calls for multiple different contacts. The ideal scenario would go like this: User initiates flow from a button on the Account object. ...
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1answer
42 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 ...
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2answers
93 views

Migration Flow Too Many SOQL Queries

I created a one-time use flow for migration purposes. It looks up all the records to update, and calls a subflow to update each one. The subflow runs 8 or 10 queries and then updates one record. ...
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1answer
28 views

Typeahead google api on flows

I currently have a custom page that accepts addresses as user input. This addresses use Google API in the back-end and gives user suggestions as they type. Due to some changes in the process, we ...