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I have a Case object which include different fields such as Date, Category, picklist Name, Type, etc. I want to create an interface for the user (a button, flow, or whatever workflow may suit...) so they can enter the date duration, and category.

 

Using these user input values, it will generate all Case records that satisfy the criteria.

 

I know that this is easily doable using Reports but can this be done through a button and Word export instead?
1 answer
  1. Sep 26, 2018, 9:52 PM
    Hi Danilo,

     

    It looks like your requirement is possible via a custom button that calls a Flow screen. User would be enter the information from there which will be used as criteria for the Fast Lookup and there will be an ending screen that will display the records that matches the criteria. You can also join the group below for advice regarding standard automations:

     

    https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzcCAA

     

    Thanks!
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