New answers tagged visual-workflow
1
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How do I stop a Scheduled Flow from sending Email Alerts even after it is de-activated?
When you send emails, they are not immediately delivered, but instead put into a queue that will be processed over time. Unfortunately, any emails that are committed to the queue will keep on going. ...
- 433k
1
vote
Accepted
Flow deployment error in Copado "you must specify a record filter or a formula"
@SumitKumar I deleted the flow and rebuilt a new flow without formula and deployed. Fortunately for me I could use basic criteria instead of formula.
However at least 4 other folks working on other ...
- 635
0
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Flow Decision Condition is failing
Figured out my problem.
In the Email Alert I had not selected the Email recipient to be 'Central Services'
- 635
0
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Prepopulating company name in Lead object
As per Triggers & Order of Execution, if the record is being created from standard UI, then the required field defined at page layout or field definition are evaluated first. So, before trigger (...
- 4,677
1
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Prepopulating company name in Lead object
If you Enable Person Accounts, the Company field is no longer required, and you can even remove it from the page entirely. Note that there are some considerations to be aware of, so try this in a ...
- 433k
1
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Accepted
Apex Class CallOut
First of all, have you considered using an External Service, instead? External Services allow you to make direct API calls to other servers without any direct Apex code. Set up an Authorization ...
- 433k
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Validate Input for LWC in Flow Builder
I have tried to incorporate this solution in my scenario yet but I am still being able to move forward without giving any input, Please help.
I have a search field were on typing an some characters I ...
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How to pass more than one parameter for Invocable Methods with using flow
First you need to create a new apex class, with as many attributes as parameters you need to pass to your @InvocableMethod method:
public class Requests {
@InvocableVariable
public String param1;
...
- 176
0
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Loop through comma separated values in Visual Flow
Thanks @Allison Letts, I was wondering if this is even possible.
There is a catch though, in case delimiter is not space but something else, let's say comma. This will end up in infinite loop.
To fix ...
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Record Triggered flow not working , Error with debug
You can rework this flow to be simpler and clearer
Get Records from Case - This can be eliminated because $Record.Case.xx provides access to the EmailMessage's parent Case.
Get QueueName - rename ...
- 62.2k
0
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Accepted
How to use flowArguments to pass values from a Digital Experience page into a flow?
Setting a value in the Experience Builder:
then doing an SFDX revealed this array of JSON objects syntax for flowArguments:
"flowArguments" : "[{\"label\":\"PolicyName\&...
- 130k
1
vote
Accepted
Generate a contract number
The first part of the number is easy presuming you can hardcode that as a value in the FLOW. In the solution I built in my org I called the variable startingNumber and it is of type Text with a ...
5
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Summer 22 v55.0 Flow Deployment Error
The regionContainerType field of the FlowScreenField metadata component was introduced in API version 55.0. Although it is not documented, when the component type is a Section this field is required.
...
- 6,932
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Accepted
Way to generate contract numbers while creation according to a particular format
Solution w/ limitations (size of table is under 200,000 records, not the Name field)
Define the autonumber as {YY}{00000} and then
Use a formula field to add 1 to the {YY} part and add 10 to the {...
- 62.2k
1
vote
Accepted
Deployment of Flow with Formula Entry Condition
Even though the Flow's API version is 55, if you are deploying using anything other than change sets, your metadata deployment tool (SFDX, ant, Workbench, Gearset, Copado, etc) needs to be running ...
- 62.2k
0
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How to assign string value for each element in a collection variable to different screen elements in screen flow?
There is no direct flow support to fetch items from a collection by their index value
If your collections are of reasonable size, you can do the following:
Create a number variable iterationIndex ...
- 62.2k
-1
votes
How to create a LWC component for a flow builder with a Dependent picklist values based on the Record Type
I solved it:
----------html----------
<!-- Picklist by RecordType -->
<lightning-input-field
field-name={fieldName}
value={fieldValue}
...
0
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Notify owner when opportunity stage wasn't changed for more than 100 days
I've given it a try and set up the Schedule-Triggered Flow (e.g. can run every night). identigral (see the discussion in the comments) has surely more experience.
As a start, I created a Flow variable ...
- 1,612
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Data Transformation from mutli-select picklist to array of number in a flow
This is a hard problem for Flow to do directly so you'll need to escape to Apex via an Apex Action. Fortunately, the good folks at UnofficialSF.com have one already built that you can install
...
- 62.2k
8
votes
Accepted
Salesforce Flow Limitations - Loop vs Batch Records
What is the difference between a transaction and interview?
A transaction is one complete execution unit as far as the server is concerned. I've always explained it as this: one debug log equals one ...
- 433k
0
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Method to cycle subflows
The solution is simple - add the "End flow and open URl" Action element at the end of the screen flow and use the URL for the flow to open it in a new window
1
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Formula within a flow - loads of 2 part IF statements - must be a better way of doing this
You don't need the IF/TRUE/FALSE for returning a boolean formula result, simply put the logic that you want, combined with ORs...
( ContractTerm = 1 && DATEVALUE(ActivatedDate) = TODAY() + 7 ...
- 740
0
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Accepted
Record Triggered Flow trying to create duplicate records
You said:
I assume this is because once each interview has knowledge of if a record exists or not, all of the interviews that need to create a record 'wait' at the create records and then execute at ...
- 62.2k
0
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How to update the fields in Case object once sent the email from email message
Try with below flow steps.
you need to check the condition the starting element.
Set Entry Conditions
emailToaddress = ABC@gmail.com
Optimize the Flow for:
Actions and Related Records
Refer the ...
- 591
2
votes
Accepted
External Service in a Managed Package Doesn't Work in Subscriber Orgs
The issue you are facing is already filed as a bug in Salesforce internally(#W-11058954). According to this, users are unable to make callout for Namespace'd managed package External Services.
When we ...
- 2,667
0
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The formula expression is invalid: Field Existing_Contact_Loop is a picklist field. Picklist fields are only supported in certain functions
Thank you everyone for your help.
Adding "TEXT" converted the picklist values to text hence I was able to use this expression:
IF( NOT(ISBLANK(TEXT({!Existing_Contact_Loop.Premise_County__c})...
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The formula expression is invalid: Field Existing_Contact_Loop is a picklist field. Picklist fields are only supported in certain functions
You can try Text() to convert the picklist value and check Not(ISBLANK()) function to check it.
When you use the Picklist field to check or populate the values you have to use TEXT() or ISPICKVAL() ...
- 1,185
0
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The formula expression is invalid: Field Existing_Contact_Loop is a picklist field. Picklist fields are only supported in certain functions
You can try that:
IF(
ISPICKVAL({!Existing_Contact_Loop.Premise_County__c},''),
{!Existing_Contact_Loop.Premise_County__c},
{!$Record.Premise_County__c}
)
if you want to check that picklist field is ...
- 433
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How to connect Email message and Case object through in Flow
The EmailMessage object has a RelatedToId field. You can crab the id from that field and look up the case to be updated.
- 158
2
votes
Accepted
Flow -> Apex -> Salesforce REST API: why "Unauthorized endpoint"?
Screen flows run from a slightly different domain than the org's canonical domain, and so you have to be careful about how you get the URL for the org.
Make sure you are getting the URL for the org ...
- 156
0
votes
Accepted
Use Salesforce Flow to check for a certain phone number format
You should consider using REGEX for this.
If you've never used it before, it's specifically used to determine format of strings (be it phone number, text, email, etc.)
It would be easier to implement ...
- 81
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Flow variable is getting lost after clicking previous button
Workaround over this limitation is shared in this article.
Flow variable values retained navigating to the previous screen
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Test if a Time field value changed in flow decision... causing exception
As a workaround, I created a formula (text type) to reference the time field, simply TEXT(TimeField__c)
and then updated my decision to reference the formula instead of the Time field.
The bug is no ...
- 946
0
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Change the format of all Contacts phone numbers to 1234567891
In case you want to use E164 format - here's a utility method I wrote a while back. Adapt as required. YMMV
/** -----------------------------------------------------------------
* toE164 : ...
- 62.2k
1
vote
Accepted
Change the format of all Contacts phone numbers to 1234567891
The Salesforce UI automatically formats numbers this way, so you'll want a trigger:
trigger FixNumbers on Contact (before insert, before update) {
sObjectField[] phoneFields = new sObjectField[] {
...
- 433k
0
votes
Accepted
INVALID_ACCESS_LEVEL you don't have access to the Orchestration Run object
Long road to get to the conclusion:
Required Permission
https://help.salesforce.com/s/articleView?id=sf.orchestrator_manage_cancel_running_orchestration.htm&type=5
Requires Salesforce License NOT ...
- 94
0
votes
Accepted
Flow creating duplicate record
I dont understand the use case of creating the contact based on opportunity, but ...
This case seems to be of recursion. You can create the checkbox field on opportunity and by default it has to be ...
- 191
1
vote
Accepted
Changed Date in flow
You can use $Record__Prior global flow variable, in order to get original value before change.
create a formula, which will return value, which should be set
IF($Record__Prior.DateField__c < TODAY()...
- 17.2k
0
votes
Changed Date in flow
You may be able to create a custom formula field on your record with the value: checkbox. This would not require a flow.
The formula you use for this field could be:
IF(DateField__c>TODAY(), true, ...
- 316
0
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Post case link in Chatter
For the message part of the 'Post to Chatter' Action in your Flow, create a formula and use something like this:
"Hi, " & "<https://YourOrgHere.lightning.force.com/lightning/r/...
- 316
1
vote
Accepted
Directly update triggering record in after save flow
I have seen this is the kind of decision element being used almost most of the places. Though visually it may look same but it will become more complex when the flow grows.
Also you can look above in ...
- 6,457
0
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Unable to select the address for inbound new guest appointment flow
Considering that when debugging/running the flow you can proceed with the appointment and as the issue is specific to the guest users,it appears to be an issue with the access.
As per doc,
Service ...
- 2,667
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