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.

Filter by
Sorted by
Tagged with
0 votes
0 answers
108 views

Preview Lightning Email Template in Screen Flow

I try to preview a Lightning Email Template within a Screen Flow, so that the user can see it, before sending the Email via Flow. Currently, I have to rebuild every Email Template as a Text Template ...
user avatar
0 votes
0 answers
22 views

Show fields based on custom metadata. Custom metdata has API name of fields for object

I want to show only those fields whose API name are present in custom metadata. Is this possible to achieve in flows?
user avatar
2 votes
2 answers
172 views

Pass URL Variable to Flow contained in VisualForce Page

I am attempting to create a PUBLIC VF page that includes a Screen Flow. The user will access via a url such as https://theurl.com.au/12314125235532235242 where 12314125235532235242 is a hash of the id....
user avatar
0 votes
1 answer
69 views

Iterate over Task Queue Members

unsure if this is the right place to post this question but i'm trying to iterate over each member(User) of a task Queue in flow. However, after querying the record, I am only able to access the '...
user avatar
0 votes
1 answer
191 views

Formula Field Displayed as Null when running a flow

I have a flow that is evaluating the value of a Formula field to decide the path it should follow. The issue I'm encountering is that the Formula field is displayed as Null even though it should be ...
user avatar
0 votes
0 answers
36 views

How to update a custom field when user is logged out of salesforce without showing any screen?

I want to reset a "counter__c" custom field on user/contact object(community license user) whenever user session ends (or restarts). How can I catch log out or log in event for that user and ...
user avatar
  • 2,450
0 votes
0 answers
57 views

Passing Time from LWC to flow and saving it to record

I am trying to pass Datetime value (in string) from my LWC (LWC is using a custom tag that allows me to have a 24-hour datetime field) to Flow. In the flow it says the value as "2022-02-25 11:30:...
user avatar
0 votes
1 answer
327 views

Passing Selected Datatable rows to Flow Collection inside of a screen flow

I'm really lost with this one. First time i've tried anything similar. I want my user to see a datatable of records that is provided by the flow, select which ones they want to act on, and then pass ...
user avatar
0 votes
0 answers
18 views

Error when deleting Flow's and Flow Definition's [duplicate]

I have made a destructive package using Workbench. destructiveChanges.xml package.xml I am receiving the following error when trying to delete the Flow, and Flow Definition: "Funds Request ...
user avatar
  • 89
0 votes
1 answer
1k views

Upload attachments and send with email using FLOWS

I have developed a flow which will sends an email when a contact is created or edited using default email functionality (i.e. 'Send Email' action in flows as I don't want to use Email alerts via ...
user avatar
  • 712
-2 votes
1 answer
405 views

how to prevent recursion in flow [closed]

I am creating a rollup summary on account's related contacts using flow in salesforce And currently getting issue with recursion in flow, I have created two flow for creating and updating records and ...
user avatar
-2 votes
1 answer
55 views

Salesforce flow formula character limit reached [closed]

I have a formula on a flow and it exceeds the character limit, so I was wondering it it would be possible to in to 2 formulas e.g formula 1 and formula 2 then use a 3rd formula to refer to the 1st and ...
user avatar
  • 1
1 vote
1 answer
94 views

Remove quotes from within JSON Values

I am using an Apex Action from SF Unofficial to Pos to Slack from a Flow. One of the parameters in Apex Action is the "block" which builds the body json string for the Slack Post. In the ...
user avatar
0 votes
0 answers
113 views

Flow to retrieve all accounts in Account Hierarchy

We have a junction object between Opportunity and Account; we want to bring in Accounts that would be related to that Opp. Our users can certainly hit Save & New to get the Accounts. But, I'm ...
user avatar
  • 77
1 vote
0 answers
41 views

Layout of Flow launched from Visualforce

I configured a resource action in the "Dispatcher Console UI" of Field Service Admin; the action is of type Visualforce and the latter starts a flow approximately like this: <apex:page ...
user avatar
0 votes
0 answers
19 views

Connected App User Provisioning Settings Enabled Operation Update ProfileId not triggering

I have managed to set up my connected app with User provisioning. It works well with Enabled Operations Update (Department, Name, Address etc.). Nevertheless it does not somehow seem to trigger the ...
user avatar
2 votes
0 answers
301 views

Cannot reference a field from currentItem in the new Collection Filter node

I am trying to update a field on the triggering object using a Flow. I have filtered my options using a Collection Filter and it returns a single item. When I then try to assign it, it displays as a ...
user avatar
  • 21
-2 votes
3 answers
73 views

Cut required characters from Text [closed]

I have a requirement to cut certain characters from string which is a long text field The String is as follows: To: Test1@test.com; Test2@test.com CC: BCC: test3@test.com Attachment: --none-- ...
user avatar
0 votes
0 answers
26 views

Automation for Moving Tasks and Events

Good evening all! I am a beginner in process automation and am looking for the simplest way to Create an automation that will move all tasks and events from one custom object to another. The first ...
user avatar
0 votes
0 answers
76 views

Auto populate account owner after account name is chosen when creating new opportunity

I need to create a screen flow for creating a new opportunity, and I want when I choose the account name, the opportunity owner field to show the owner of the account, or if not showing to have only ...
user avatar
0 votes
0 answers
58 views

Lightning Flow with Dynamic Aggregate Result fields

I am trying to create a Generic method for flow which will return result of any SOQL. Currently I am struggling with the Aggregate results. public class FlowActions { @InvocableMethod ...
user avatar
  • 1,464
0 votes
1 answer
154 views

Is subflow called from flow is part of same transaction?

I have a sub-flow that is to be called from flow, Just want to know will the sub-flow be considered to be part of the same transaction as that of flow?
user avatar
1 vote
1 answer
356 views

Retrieve all lightning-datatable rows

How do I retrieve all lwc lightning datatable rows and not just the ones that are editable. 2 of my columns are non-editable (Section__c & Type__c) (coming from custom metadata) and 3 of my ...
user avatar
0 votes
0 answers
98 views

Flow Builder Dynamic Email Addresses

I have built a flow using the Flow Builder that sends emails on a record creation. On the object, there is a field "EmployeeEmail__c" which looks up an employee email address when the object ...
user avatar
0 votes
0 answers
147 views

Once-off schedule flow not running for all account records

I am migrating customer preferences on the Account Object to a related Object Customer Preferences using a flow. This only needs to be done once. I have added a checkbox field to the Account Object ...
user avatar
0 votes
0 answers
24 views

Is there any work around to launch screen flow from Process builder

I have a requirement where I need to provide a modal window to user when Case status changes to Revise Invoice status . He can then select Account and a child case gets created under that account . ...
user avatar
  • 197
0 votes
0 answers
19 views

Fetching recordId for a screen flow

I am launching a screen flow from a lightning page . In lightning app builder I have made a flow visible on a particular status of the Case Record . Now in that screen flow ,I am asking the user to ...
user avatar
  • 197
0 votes
0 answers
52 views

Flow : Why the picklist choice doesn't show any value when i add new field to store in Store More Entity Field Values?

Here's my picklist value which doesn't work Here's how i set up the picklist : ListOfEntities is record choice set : the picklist works very well when i remove the field BaseCountry from the ...
user avatar
  • 3
0 votes
0 answers
18 views

Custom Mobile Field (Formula, Text) is not showing in Flow when migrating from WorkFlow to Flow

We are migrating Workflows to Flow. While migrating Account WFs, we are encountering an issue with Mobile Phone. Mobile is the standard field, which is system encrypted. So we created a custom formula ...
user avatar
  • 1
2 votes
1 answer
131 views

Salesforce Flow Converter

Does any kind of tool exist to display the full contents of a salesforce.com Flow in a single pseudo-code type page or, better still, to convert the Flow to Apex code?
user avatar
2 votes
1 answer
101 views

Weblinks which opens flow fails to return back to record with "INTERNAL SERVER ERROR"

Till now we have used retURL like this: <url>/flow/TEST********?recordId={!Task.Id}&retURL=/{!Task.Id}</url> Check the forward slash / after retURL=, this was working till day before ...
user avatar
0 votes
1 answer
138 views

aura component for the flow - set some design attributes to input only and some to output Only

I have an action in the flow which calls an aura component. The aura component is supplied with the id of the record. How do I make the id of the record input only as I dont want that attribute show ...
user avatar
0 votes
0 answers
73 views

recordId variable loses its value when navigating to previous screen in screen flow

We have a variable called recordId in our screen flow that loses its value when navigating to previous screen. 1.We have screen flow which collects values from Individual fields and collects them all ...
user avatar
  • 37
1 vote
1 answer
32 views

Building date based on the selection from the user

EDIT: CASE( cycle__c, 'Monthly', ADDMONTHS (selected_date__c, 1), 'Yearly', IF( AND( MONTH(selected_date__c) = 2, DAY(selected_date__c) = 29 ), DATE(YEAR(...
user avatar
  • 6,614
1 vote
2 answers
342 views

User Record Trigger flow unable to update records after enabling community Experience User

I'm attempting to create a record trigger flow on User that sets permissions for the new user after the community user is activated, but I'm not even able to get that far. My User Record Trigger flow, ...
user avatar
  • 1,119
0 votes
0 answers
29 views

Is there anyway to grab a related sobject out of another sobject

On flows either from {!$Record} or a "Get Records" resource, you can grab objects and their related objects fields up to 5 deep I believe. Is there any way you can grab a related sObject and ...
user avatar
0 votes
0 answers
21 views

CSAT Delighted Survey app is not stamping the CaseId

I have a flow on managed custom object Delighted_Response__c that has a lookup relationship with Case object. And when the case is closed it should send the Delighted Response survey to the customer (...
user avatar
0 votes
0 answers
30 views

Flow control - long text area input remove validation when clicking previous button on the flow screen

I have a flow where I put in a long text area control with the require option checked. I am not sure why the validation message 'Complete this field' pops up when the user clicks on the previous ...
user avatar
0 votes
0 answers
49 views

Salesforce Flow - clicking previous button on a screen with one required Long Text Area control says complete this field

I have a flow with two screens, clicking previous button on the second screen where I have a long text area which is required when we go forward, throws the same error when clicking the previous ...
user avatar
1 vote
1 answer
425 views

Display formula based on screen values in Flow

I'm working on the flow and I'm trying to display something based on data User already field on the same screen. In my case, I have two input fields - Start Date and Period (in months). After User ...
user avatar
  • 11
0 votes
0 answers
6 views

A task should be created when a quote field is updated via mail

A task needs to be created when email action is changed to 'Call Back' (field is not changed manually but via mail). I tried with flow like this, but it is not working. Any idea on what I may be ...
user avatar
0 votes
0 answers
426 views

Flow triggers Email Alert, but no email sent in Logs, no email received

I created a new Flow that runs on Update of our Custom Object. When the record is updated with a new Assigned_to__c user, it should trigger an Email Alert with Classic Email Template. The Decision ...
user avatar
1 vote
1 answer
123 views

Invocable apex REST POST

I'm an admin who pretends to be a developer every once in awhile. I'm trying to use a Flow to initiate a REST POST callout. From other research, I understand this may need to be done with a future ...
user avatar
  • 11
0 votes
0 answers
40 views

Flow, External services and interview size

I'm trying to achieve the following: Update multiple records in SF with external data The data is available for each record via a web service The data needs to be updated regularly/automatically The ...
user avatar
  • 101
0 votes
1 answer
236 views

How to automatically Trigger a workflow when Date/time passes?

'Last date' is a Date/Time field, as soon as time is passed on the particular date populated in this field, I want to update another field Status as 'Done'. As there is no record update in our case, ...
user avatar
  • 113
0 votes
1 answer
111 views

Getting Error in flow when Using input field in lWC . Works fine on record page but getting error on in flow

This page has an error. You might just need to refresh it. First, would you give us some details? (We're reporting this as error ID: 2140377489) error ID: 2140377489 We are getting this error when we ...
user avatar
0 votes
0 answers
107 views

Create task and change the opportunity stage when quote is updated to particular status via mail

A task needs to be created when quote status is changed to 'Sent' (status is not changed manually but via mail). Also when status is changed to 'Accepted' or 'Denied' opportunity stage should be ...
user avatar
0 votes
1 answer
185 views

Record Triggered flow not updating the related Opportunity field correctly

Here is the scenario: I have a record triggered flow on Opportunity Product (OpportunityLineItem) object insert & update. When OPL(OpportunityLineitem) is inserted or updated of a particular ...
user avatar
  • 111
2 votes
3 answers
318 views

Flow with modal, error when clicking on 'Show All Results for ...' in a lightning input lookup field

I have created a Flow with modal using Aura Component and Visualforce page. I have a lookup input field on the flow to search for an account. However, the "Show All Results for .." option is ...
user avatar
  • 285
0 votes
0 answers
239 views

Asynchronous Flow only working on create in Debug mode

I have been working on a roll up flow to sum up a field on a custom object and then update a field on the parent object with that total. However I have used the asynchronous path and while it works ...
user avatar
  • 1

1
3 4
5
6 7
47