I'm new to flow. Would like to know how to fulfill the requirement.
step 1: user choose the record type A or B.
step 2: based on the record type user choose, using screen flow to let them answer different questions.
Step 3: using flow element upload files.
Step 4: verify if step 2 and step 3 is completed.
Step 5: submit to approval process.
Can anyone help me get the detail criteria for setting step 2? and step 5? I'm too struggling with the flow items.
1 answer
Hey, Melody,
For Step 2 Use an Assignment Element like If Record Type = A then Show it The Screen A and If Record Type = B Show them Screen B
For File Upload Option Make sure you have a recordId so that you can relate the upload file to that record
You can check out the video for How to use Flow with Upload File Element (https://www.youtube.com/watch?v=tz9ZAJ8_gbU&t=1181s)
Step5 You can use Apex Flows Action for the Approval Process check it out (https://help.salesforce.com/articleView?id=flow_ref_elements_actions_approval.htm&r=https%3A%2F%2Fwww.google.com%2F&type=5)
Hope this Helps
Thanks, Shubham
