
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
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!