I am a fairly new admin still getting comfortable with visualforce/apex/ visual flows
I am having a difficult time trying to create a flow. I definitely need to practice using them more.
I'd like to create a flow for assigning referrals, giving the user the option to select an organization based on the service needs of their client. Ideally a list of organizations would show if the services they provide match the services needed by the client. Or, even better I think a flow that allowed a user to filter organizations by selecting what services are needed.
Currently, my users are using a visualforce page with a button created by a previous consultant. However, it isn't ideal because the page does not really allow them to filter and also doesn't show what services the organizations provide, so there is a chance they could make a referral to an organization that does not provide the correct services.
Any help would be much appreciated as well as any ideas for other solutions. Thanks and happy holidays and new year!
1 risposta
Hi Eric, could I ask for a couple more details? How many services might an organzation have? 5, 20, 50? Also, to clarify, you have an object called client and an object called organizations?
Next, how are the services saved on the organzation record? For example, is it that you have a bunch of checkbox fields for all of the different services, and you just check the ones corresponding to the services the organisation provides? Or do you have a multiselect picklist? Is it the same thing on the client record?
If you could explain these I think I would be better able to help.
