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Topics#Data ManagementMitch Hussey의 질문
Mitch Hussey (Iceberg RevOps) 님이 #Data Management에 질문했습니다
2019년 3월 8일 오후 3:10

How do we use Dynamic Choice variables in the new Flow Builder?

I need to be able to fetch a set of related records as a Collection Variable and display them in a picklist on an input screen in a visual flow. Originally we'd use a Dynamic Choice variable and assign the Collection variable as the values. 

 

I assume this feature was not depreciated because it'd break existing flows. How do we do this in the new flow builder? 

 

Use Case: Fetch all Contact Roles on the Opportunity and prompt the user to pick one to populate the "Prepared For" info on a Quote creation during a visual flow.
답변 8개
  1. Evan Ponter (Ponter Solutions)
    2019년 3월 12일 오후 9:21
    Ah. Well then. Are you hoping to populate the "Prepared For" field with a Contact Id? If so, this workaround should do the trick:

     

    1. Create a field on the Contact object that concatenates all of the OpportunityId values from the related Contact Role records. I have the Declarative Lookup Rollup Summary (DLRS) package installed (https://github.com/afawcett/declarative-lookup-rollup-summaries), but you can use any rollup functionality that supports concatenation of values from a child object.

     

    2. Set up your Record Choice Set to query Contact records where the field from #1 "contains" the Opportunity ID for the opportunity record in your flow (I'm making an assumption that you have access to this already).

     

    3. You can set up the choice labels to display contact names.

     

    4. You can set up the choice values to store contact IDs.
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