I would like to create a Help thingy on the Lightning page:
1) User selects from a picklist called "I Want to do this:" and this picklist should offer several choices such as 'Create a Case', 'Review Reports'.
2) Upon selecting one of the above mentioned values, the Quick steps to perform that task are displayed. For example:
1. Go here.
2. Do this.
3. Do that.
4. Reference Link to more detailed information.
My questions:
Should I use a Screen Flow to accomplish this in Flow Builder?
Can this be done simply using a Lightning Web Component?
Are there existing templates for something like this so I don't re-invent the wheel?
Thanks!
Minhaj Arifin
Answering your questions in order:
1. Yes a Screen Flow can accomplish this
2. Yes an LWC can also accomplish this just as well, you may want to go with whatever option you're more familiar with
3. There are templates available in Flow Builder if you go to Setup > Process Automation > Flow > click 'New Flow', then select 'All + Templates' on the pop-up modal. You can browse which screen flows you might use to start. There are also a variety of templates you can find on Appexchange (such as here).
