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#Flow173 人がディスカッション中

HI. I am a bit new to Salesforce Automation Flows. Yay for me getting into it :) Great to be here!

 

Quick question, and I apologise if this is not new to the community, We have a Flow that does a Jira Create Issue action ... we select the Jira Project/space and the relevant Issue/Work item type and want to set the fields ... but there are some fields that do not appear to populate. Eg the Summary field is missing and cant be set in the flow and it is required in Jira. I saw the Jira Create Issue Meta via the API and the front end and the summary is in there ... but Salesforce Flow just doesnt allow me to set it.  I clicked Refresh next to "Set Input Values for the Selected Action" and Select Fields and Refresh Fields in the "Manage Jira OAuth Fields" modal but it just cannot find the field. I am noticing this for some other fields and other projects and issue types too. Please advise? Thanks in advance. Yatish

6 件の回答
  1. 8月5日 16:26

    Hi Yatish, 

     

    Apologies for the delay — here's the accurate current process (this has actually changed slightly since older guides, so want to make sure you're not following an outdated version). 

     

    Setting up the HTTP Callout for Jira's Create Issue API 

     

    1. In Flow Builder, add a new Action element, then select "Create HTTP Callout" (this is the current button label — it's built directly into the Action picker now, not something you create separately under Setup first). 

     

    2. It'll ask you to set up an External Service. Give it a name (e.g., JiraCreateIssue), and you'll be prompted to select or create a Named Credential + External Credential pair. This is where Jira's auth actually lives — for Jira Cloud, you'll want either: 

       - API Token auth (Basic auth: your Atlassian email + API token) — simplest to set up, or 

       - OAuth 2.0 (3LO) if your org already has an Atlassian OAuth app registered 

     

    3. Enter the endpoint: POST

    https://yourcompany.atlassian.net/rest/api/3/issue

     

     

    4. Salesforce will ask for a sample JSON response to generate the schema. Use something like: 

      "id": "10001", 

      "key": "PROJ-123", 

      "self": "

    https://yourcompany.atlassian.net/rest/api/3/issue/10001

     

    5. For the request body schema, you'll define the input fields yourself (project key, issuetype id, summary, description, etc.) since this is a POST — Flow lets you build the JSON body structure manually here, which is exactly what gives you the Summary field access that the native connector was hiding from you. 

     

    6. Save, then the action becomes available under Action elements in any Flow going forward. 

     

    On your OAuth reconnect question 

    To directly answer it: reconnecting/reauthorizing an existing Jira OAuth connection (the one your native Jira connector already uses) generally just refreshes the token — it doesn't reset field mappings or break other Flows using that same connection, since the connection and the field-mapping metadata are stored separately. That said, since you're setting up a brand-new HTTP Callout action with its own separate Named Credential (as above), you don't actually need to touch the existing Jira OAuth connection at all — this new setup runs independently, so there's zero risk to your other Flows either way.

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My experience site conditionally displays a flow button on our Grant record detail page. The condition is if the user is logged in, they can see and interact with flow button. I need to make it visible to guest users and logged in users. How can I do this? 

 

#Flow  #Experience Site

2 件の回答
  1. 今日、16:03

    Himanshu,

    I do not see a filter on the component. The flow buttons use to be visible, but I can't find a related page layout, permission set, or experience site filter that restricts display of the custom action buttons. The flow is set to run with System Contact Without Sharing - Access All Data. Could it be a permission I'm not seeing?

    -Jordan Van Ryn

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Welcome to the #TrailblazerCommunity! 👋 Take a moment to introduce yourself below. 💙 

 

Tell us all about YOU:

What are you passionate about? 

What are you looking to learn? 

Where are you located? 

 

Feel free to connect with others in the thread! 👇 

 

UPDATE: To mute this post, click on the arrow on the top right then "Mute."

2,011 件のコメント
  1. 今日、1:47

    This would be a great place to introduce yourself and start making connections in the Salesforce community. I’d keep it friendly and focused on the intersection of Salesforce, marketing, ecommerce, and business processes.

    Hi everyone! 👋 I’m Angela, and I’m excited to be part of the

    #TrailblazerCommunity

    !

    I’m located in the Wausau, Wisconsin area and have a background in digital marketing, ecommerce, and business operations. My interest in Salesforce really took off when I had the opportunity to work on the business side of a Salesforce implementation. I realized how much I enjoy connecting business needs, technology, processes, and customer experience.

    I’m currently building my Salesforce skills through Trailhead, have earned Agentblazer Champion status, and am working toward the Salesforce Administrator certification.

    I’m especially interested in learning more about Salesforce consulting, administration, marketing, ecommerce, and automation. I’d also love to connect with other Trailblazers and learn from your experiences!

    Excited to be here! 💙

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Hello Salesforce community, 

 I’m Salesforce AI Certified with year and half of experience at Apple and Seagate. I’m currently looking for opportunities to volunteer my Salesforce skills and support a nonprofit organization. 

 

I’m currently looking for opportunities to build hands-on experience with Salesforce and would be interested in either volunteer or professional opportunities where I can contribute my skills. I would really appreciate if you could direct to any nonprofits, organizations, or teams looking for Salesforce support. Thank you for your time! 

 

#Volunteer Opportunities  #Salesforce Admin  #Agentforce  #Flow  #Reports & Dashboards

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I'm implementing a Flow approval process. and when doing reassign action the user is getting this email: 

 

null variable in Email when Approval Flow is reassigned

 

the email is built-in. I haven't created it. I can't find where this null is coming from. and there's no customization for this template. I mean I can't even find this template from setup.

And the reassign action itself doesn't contain much of a customization: 

 

image.png

 

as you can see I filled all options, even comment just to test, but still user's getting null.

Does anybody know what this null can be? 

 

 

#Flow

3 件の回答
  1. 今日、11:40

    Dear Community, 

    did anybody achieve to solve this issue? I get the "null" value within a standard request approval email as well within the reassign standard saleforce action (

    reassignApprovalWorkItem).

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All, seeking advice on how best to design this with Actions and Flow. Enterprise Edition with Salesforce CPQ. When a sales rep receives an order, the rep creates a case of type "booking." The case then passes through other teams (contracts, orders, accounting) for various actions. On the bookings case, I would like to add a button action named "Send to ERP," that goes to the related CPQ quote and sets Ordered to True. This creates an order record. On the order record is a CPQ managed-package button named Activate, which sets the order's status to Activated and runs other CPQ processes in the background. The "Send to ERP" button action process (flow?) on the case should then find the order record and push the "Activate" button. Once that is done, a platform event picks up the order record and passes it to the ERP via an integration.  

 

My questions: What is the best design advice here? Can a single action button on the case record check the box to create the order, then find the new order record and push the Activated button on it? Should this be a flow orchestration (which we've never used)? Thanks in advance.

3 件の回答
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A record-triggered flow is used to pull data from the Case Description field to populate other fields on the Case. There is a GET element that searches if the email address exists and takes different actions based on the result. The records used for testing are in the system, but the element is failing to find them

 

GET element not finding recor

 

 

 

#Flow

5 件の回答
  1. 8月14日 20:13

    That confirms it exactly, Abigail - one hidden character is riding along (16 instead of 15), almost certainly a line break or non-breaking space that got pulled in from the Description. TRIM won't remove those, but CHAR() will. 

     

    Wrap your extracted value in this - either as a Text formula resource, or directly in the formula that feeds your Get filter: 

     

    TRIM(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE({!yourEmailValue}, CHAR(13), ""), CHAR(10), ""), CHAR(160), "")) 

     

    What each piece strips: 

    - CHAR(13) = carriage return 

    - CHAR(10) = line feed (newline) - this is the most common culprit when copying out of a free-text field 

    - CHAR(160) = non-breaking space 

    - TRIM() = any normal leading/trailing spaces 

     

    Run LEN() on that formula's output and it should read 15 now. Then point your Get element's filter at this cleaned value instead of the raw one, and it will match. 

     

    If it somehow still shows an extra character, reply back - we can pinpoint the exact one with UNICODE(MID(value, 16, 1)) - but those three cover it almost every time.

0/9000

Hi - I am hoping somebody can help.  I have a screen flow with three screens.  At this point they are just a shell.  In the flow I have the "Show Progress Indicator" enabled and I have setup three stages with increments of 10.  And then I am setting each screen with one of the stages.    When I run the flow in debug mode, the progress bar is being rendered properly.  However when I launch the flow from a quick links menu in one of our apps, the flow starts, but the progress bar is not rendered.      I have copied the whole flow link and tried to run it outside of that but still no luck.  I am hoping somebody has some ideas on how to fix.      thanks Eric     

2 件の回答
  1. 8月14日 15:05

    Hi Usman - we found the issue.  This flow was a stand alone flow with this URL -  

     

     

    Hi Usman - we found the issue. This flow was a stand alone flow with this URL - We need to launch this way - The first URL is expecting a record context.

     

    We need to launch this way -  

     

     

    image.png

     

    The first URL is expecting a record context.  Since we are creating something new, this was not the correct way to do it. 

     

    thank you for attempting to help.  appreciate it.

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i am currently working on the scheduled flow modules which in under the developer intermediate course , i have completed all the task which is given to me , but still it shows not completed , help me in this  

 

#Trailhead Challenges  #Flow

9 件の回答
  1. 8月13日 14:18

    @PREMA BEN Make sure it is set to 1 am and remove the space after 5 and before the closing bracket in condition logic like below. The space doesn't matter but may be 

    1 AND (2 OR 3 OR 4 OR 5)

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Hi everyone,

I need help with this one.

I have used Lock Record action in my screenflow ( to Unlock the record if it was locked due to approval process, to update the Case status to withdraw). Which works perfectly fine. Dev testing all okay!

 

Only issue is when I run the build, it fails. It also fails if you try to deploy it to any other orgs. Both time, it has same error messages, no matter what type of flow you use.

'Unlock_Record (Action) - The action type "Lock Record" can't be used in flows with the process type "Autolaunched Flow".'

 'Unlock_Record (Action) - The action type "Lock Record" can't be used in flows with the process type "Screen Flow".' 

9 件の回答
  1. 8月13日 2:55

    Solution :  This is most likely an API version issue. The Lock Record Flow action is a Summer 24 feature, so the flow must be saved/deployed with API version 61.0 or later. Please update the Flow metadata API version to 61.0+, reactivate the flow, and rerun the build/deployment. If it still fails after that, the fallback would be replacing the action with Invocable Apex using Approval.unlock()

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