Skip to main content Join us at TDX in San Francisco or on Salesforce+ on March 5-6 for the Developer Conference for the AI Agent Era. Register now.

#Screen Flow4 discussing

i have an Image Component and a Display Text Component on a screen flow which I want to display on a Custom Object when a user goes to create a record. I also want the Screen Flow visible on edit.  I cannot set the Component Visibility however to show when a user goes to create the Record.  They are only visible after I save the Record.  Im testing as Sys Admin so I definitely have all permission to see this, its not a permission issue.  Is it becuase this is a Text/Display Image component and you cannot filter visibility for this type of element? Surely there is a way to leave a screen flow static on record create? I did try to set Created Date = Blank etc as the visibility rule,, but nothing is working.  It only shows after Record Creation 

 

#Flow  #Screen Flow

0/9000

I require the capability to upload SharePoint documents  through a screen flow. In the standard files interface, there is a convenient "Add files" option that allows users to directly select files from the SharePoint folder. Is there a more straightforward method to access the "Add files" feature within the screen flow? Although I have the "upload files" option in the screen flow, it does not facilitate the display of SharePoint files. 

#Flow #Screen Flow #SharePoint Doc 

1 answer
  1. Feb 13, 7:46 AM

    Hi, Are you trying to access the SharePoint files from "Add Files" custom button developed in your flow? If this is the case then you need to develop a custom interface that will popup when you click your own custom "Add files" button from the flow. The out of the box functionality will not serve your purpose. Thanks

0/9000

🎉 Thanks to our Forum Ambassador @Ajaypreet Singh Saini😍 for an awesome write-up on: How to dynamically populate Contact details based on selected Contact in a single screen >> https://sforce.co/3EBNGTA Click to learn more! 

 

We would love to hear your feedback on our article. Please take a moment to let us know by clicking on the "Yes" or "No" button below the article.[UGC] Dynamic Contact Details.png #Data Management #Flow #Screen Flow

 

 

2 comments
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Feb 12, 9:49 PM
    Thanks bhavin for the shoutout 🙂
0/9000

I am trying to configure a validation rule in my screen flow for the input of the address component. This consists of the Mailing Street, City, State, and Country. There is no "required" field to click on this component, so I am hoping to use a validation rule to make sure that all necessary fields are filled. Initially I had it set to check that all of the above fields were not blank, but in my testing I remembered that some countries do not have states. I have the list of countries with states, and I'm hoping to make a validation rule that considers the following:

 

If the country is one with states, then validate that all address fields are filled in. Else if the country is one without states, make sure that all fields except state are filled in. 

 

I am struggling to put the if, else statement in my head into a validation rule for the flow.

 

Also, validation rules in flow are different than fields within Salesforce, as the statement should return true if valid.

 

#Flow

11 answers
  1. Steven Trumble (Skie) Forum Ambassador
    Mar 1, 2024, 8:39 PM

    Sure, try this.

    Start with all the fields that should not be blank - street, city, country.

     

    Then you hvae two conditions. Either there is a Country with states (province), then state should have a value. or a country without states, then you don't need a value.

    AND(

    NOT(ISBLANK({!Address.street})),

    NOT(ISBLANK({!Address.city})),

    NOT(ISBLANK({!Address.country})),

    OR(

    AND(

    ISBLANK({!Address.province}),

    CASE({!Address.country},

    "Australia", 1,

    "United States", 1,

    "Mexico", 1,

    0

    ) = 0

    ),

    AND(

    NOT(ISBLANK({!Address.province})),

    CASE({!Address.country},

    "Australia", 1,

    "United States", 1,

    "Mexico", 1,

    0

    ) = 1

    )

    )

    )

0/9000

In our org, quotes are related to opportunities.  I have a screen flow that takes field vales from an existing quote and opportunity, prompts the user to make any necessary changes, and then creates a new opportunity, creates a new opp product using information from the original opp product, creates a new quote, and creates a new quote line using information from the original quote line.  After the creation of the records, the flow navigates the user to the newly created opp record.  I followed the instructions in this link Redirect Flow Users with a Local Action (salesforce.com) to create the core action element that navigates users to the newly created record once the flow interview finishes.  It works as intended as long as I add the flow to a Lightning Page.  What I want to be able to do is to provide this same functionality from a list view button when a single record is selected from a list view.  I created the list button to call the flow and it works as intended except it doesn't navigate to the new opp record.  Instead, the flow starts a new interview.  What should I do differently or is it possible to do what I'm wanting to do? 

 

#Flow  #Screen Flow

4 answers
0/9000

Boolean Variable Reset Behavior in Salesforce Screen Flows 

 

Hello Trailblazers!

I'm working with screen flows in Salesforce and noticed something curious about variable behavior, particularly with boolean variables. Here’s the scenario:

  1. I have a boolean variable that I set to true.
  2. After a screen where I input some values, I click "Next," which takes me to a subsequent screen.
  3. Between these two screens, there's an assignment operation, and at that point, the boolean variable remains true as expected.
  4. However, when I click "Previous" to go back and update some values on the first screen, and then click "Next" again, I see that the boolean variable has reset to its initial state.

Has anyone else noticed this behavior? Is this a standard Salesforce property where variables reset when navigating back to previous screens in a flow, or could there be an approach to retain the value throughout the navigation? If anyone has encountered similar issues or has insights, please share!

 

Looking forward to your thoughts!

Thanks in advance!

 

#Salesforce Developer #Salesforce #Flow #Screen Flow #Trailhead Challenges

5 comments
0/9000

So first off, I am very, very new in trying to understand how to use Datafetcher and SOQL queries in itself.  What I am trying to do is pull all of the related Children from a contact record and show it in a datatable.  I "thought" I had figured it out but I am getting the above error for the data fetcher component.  I am attaching some screen shots that I hope help figure out what I am doing wrong.  The 3rd attachment is the formula I am using. #Flow #Screen Flow

2 answers
  1. Nov 5, 2024, 8:42 PM

    Hi @Heath Parks!

     

    I think you might be missing single-quotes around the Id value in the WHERE clause. Apologies if there's any typos in this, but I tried to match what was in the screenshot.

     

    You have this...

    "SELECT Id,Birthdate__c,Age__c,financially_responsible_for_child__c,Lives_with_Member__c,Name FROM Child__c WHERE Parent__c = " + {!Get_Related_Contact_Record.Id}

    ...but give this a shot...

    "SELECT Id,Birthdate__c,Age__c,financially_responsible_for_child__c,Lives_with_Member__c,Name FROM Child__c WHERE Parent__c = '" + {!Get_Related_Contact_Record.Id} + "'"
0/9000

Is it possible to sort records by column in the native salesforce flow data table component? This is a requirement of our users, but I am not finding the functionality.

 

I know the Unofficial SF Data Table allows this, but I would prefer to use the native component because the search bar feature works much better in the native data table.

 

#Screen Flow #Datatable #Flow

2 answers
  1. Davis Johnson (SolomonEdwards) Forum Ambassador
    Nov 22, 2023, 8:36 PM

    @Chelsey Ehleringer,

    This is, unfortunately, not supported in the native datatable. I checked around on the ideaExchange for the idea for this to check support, and saw you hit it with a comment pretty recently!

    https://ideas.salesforce.com/s/idea/a0B8W00000N7HiDUAV/allow-sorting-filtering-and-inline-edits-in-data-table-in-screen-flows

0/9000

Hello,

 

I have a screenflow that is thisclose to working but I can't get it to display the values I need it to show in the screen element with a checkbox group.  In my "Debug Details", it is finding the correct email address values (see attached screenshot), but it is not displaying anything in the screen.  I have a loop that is looking for primary email address on the Account from a custom object.  I am happy to provide more details but wonder if it is something obvious I am missing in the setup of my screen element?

 

Thanks for any help,

Courtney

2 answers
  1. Oct 8, 2024, 12:49 PM

    If I am understanding correctly, your assignment within the loop needs to add the {!Loop_COEs....Primary_Contact_Email__c} value to a collection variable that will store all email addresses. Then you need to use that collection variable to create a Collection Choice Set. Your PrimaryContactEmail checkbox group should then use the new Collection Choice Set as the Choice value instead of {!ThisIsThePrimaryContactEmail}.

0/9000

Dreamforce 24 - Turn any Invocable Action into a Reactive Screen Component

df24 (both).png

I hope you were able to attend one of our sessions on how to use Invocable Actions reactively on a Flow Screen.  Here is the link to all of the resources mentioned in the presentation.

 

https://docs.google.com/document/d/1EbWqUEs_2LvqqJ6hNeG7c_JSSX1vZAtWHkYfhAF-DwE/edit?usp=sharing

 

@Flow Reactive Screen Components (GA) @Admin Trailblazers @* Salesforce Developers * @* Salesforce Platform * #Flow #Screen Flow #Salesforce Developer #Apex #LWC #LWC Components #Dreamforce #Dreamforce2024 #Theater Sessions @Eric Smith @Adam White

1 comment
  1. Sep 23, 2024, 2:10 PM

    I didn't attend DF24 so missed the session.

     

    Looking through the presentation, slide 13 mentions using global for "max reliability". This isn't a good way of explaining why you might use global. Do you have a good reason for doing this? After all, this is only needed for cross-namespace-boundary use in general.

     

    I'm also interested in why you stringify in the oldReactiveValue instead of using Object.assign or a spread operator based approach (slide 17) and exactly why you need this. I'm guessing it relates to handling previous/next navigation state in some way?

0/9000