drawing a blank on this currently! I want to create a button on a Record page that launches a screen flow which allows a User with Role:Team Lead to select Users from a Public Group, and ultimately assign the Service record to one of those selected Users.
Service Types: A, B, C
Public Groups (related to Service Type): Group A, Group B, Group C - these Groups ONLY work on their designated Service Type.
So, the Service has already been created, and has a Service Type: A, B, or C. Based on Service Type, when Team Lead clicks the Button, it gives them a selection of users in the Public Group which relates to the Service Type.
In the screen flow, how can I filter the list of Users based on the Records' Service Type? Thinking I need to: 1. Create a formula which populates a Text Variable for the Group Name based on the Record's Service Type 2. Get User Records that belong to Group Name (variable in step 1) 3. display those in a Lookup field
How do I get the Record's Service Type though?
Hello @Ken Vermillion, Assuming Service Type is a field on the Service record that captures the Service type, you could also create a custom metadata that stores the details of the service type and the public group information.
On clicking the screen flow, read the custom metadata and get the relevant public group based on the service type of the Service record from which we clicked the button to launch the flow.
You would need variable ‘recordId’ of type Record and allowed for input in the flow to capture details of the record that triggered the flow.
Then, query the Group member object and display them for selection.
Once selected, you either assign the owner field with the selected user or if you have a dedicated field to store this information, assign it to that field.
