I am building a purchasing system for my company, and I have a flow that I am using to send Purchase Orders to each Vendor each week.
The flow itself doesnt really do much: there is a button on my Vendor__c object that triggers the "Send Purchase Orders" flow. The flow displays an input screen where the user inputs a Purchase Order number. Next, the flow updates a fiield on the Vendor__c record called PO__Number__c and a Date/Time field.
The update to the Date/Time field triggers a workflow rule that sends the purchase order via email alert, and the communication template displays a related list of orders where Vendor__c.PO_Number__c = Order__c.PO_Number__c.
But now, I have a new requirement, I need to be able to label some orders as "New" and some orders as "Revised".
I was hoping that after the screen where the user imputs the Purchase Order Number , I could display a screen which lists all orders with a matching PO number. At least at that point, it would serve as a preview and list the Status of each order (New or Revised) - and the user could exit the flow and make any changes then restart the flow.
I know that this is conveluded, but is there any way to accomplish this?
I would really appreciate any help!
Thanks,
John
3 Antworten
John, have you looked at Flow's Dynamic Record Choice - https://help.salesforce.com/HTViewHelpDoc?id=vpm_designer_elements_screen_dynchoice.htm&language=en_US? How does it sound to solve your issue?
