![]() ![]() ![]() NOW PART OF Flow Screen Components Base Packs. Drag the Lookup standard component to the screen area and configure it accordingly. Draw the Screen flow element to the canvas. In Lightning Experience, it is found under Process Automation Flows. You can populate each card with a set of actions that the user can take on the selected record. In Setup, for Classic, go to Create Workflows & Approvals Flows. This will be more clear later in the article. The Flow Flexcard Component presents collections of records in a neat set of actionable cards. We will then use this Id to map to Upload file component on the next screen if user check the upload file check box. But since we will not have a case Id before creating the case so the idea is that on first screen the user will fill the fields for creating the case and then on submit a new case is created and we will store the newly created Id. Points to Note: For File Upload, flows have an out of the box feature/input component but that requires a parent/associated Record Id which in our case is the Case record Id. This way our pick-lists options are dynamic and they change as per changes in salesforce metadata automatically. Screen Flows have almost all input types like picklist, checkbox ,radio button, date, time etc.etc.Ĭool fact about picklist in Flows is that we can fetch and use any object's picklist option values from Salesforce without hardcoding them in the flow. If you want to expose a flow as a region of a page in Salesforce, your only choice is a Lightning page. This form will also include a picklist field from Case Object. ![]() LWCFLOW.JS : import else if ( is the first screen where we will include all the fields which the user will need to fill in order to submit a case to the Salesforce.Īlso, we will include a check box which will be used to identify if the user wants to upload files too with the case. For the Component Visibility, we will set up the filter so Stage equals Closed Won. Screen Flow Consulting is an independent Salesforce consultant agency with a mission of helping customers unleash the true power of Salesforce. Don’t forget to check the box next to Pass record ID into this variable, which is the recordId variable. Your ticket for mastering Salesforce strategies and optimization. Add screens: Once you have created your flow, you can start adding screens. ![]() Select the Screen Flow option and give your flow a name. We import lightning/flowSupport and imports all the standard buttons events. Locate the Flow component that we configured in Step 2 and drag it to the desired location on the page. Screen flows are the flows where we have the user interaction and user will see a UI where they can either enter some. Create a new flow: To create a new screen flow, go to Setup > Process Automation > Flows and click the New Flow button.
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