Skip to main content
See screenshot. I created a flow that uses the record ID of the page I am currently on. The flow works perfects when I click on the quick action in the upper right hand corner. Ideally, what I would like is this button "add customers" to be on the related list where I have a place holder button pictured. Is there a way to induce a flow on a related list for the main object where the record ID will pass to it?

 

induce flow on related list button?
5 个回答
  1. 2020年10月24日 11:20

    Hi claudia ,

     

    I hope you're doing well ,

     

    Quick Actions aren't yet tolerated in RL :  you can vote the idea : https://trailblazer.salesforce.com/ideaView?id=0873A0000003TXFQA2  

     

    However, there is a workaround with buttons:

     

    1. Ensure that the recordId used in your flow (a Text variable available for input)  are tolerated for input

    2 . Create a List button (URL) for the initiative tracking object where you put the URL like that.

    /flow/YOUR_FLOW_NAME?recordId={!Inititaive_List__r.Id}

    Hi claudia , I hope you're doing well , Quick Actions aren't yet tolerated in RL : you can vote the idea : However, there is a workaround with buttons: 1.

     

    3. Add this button on  Initiative List page layout  at Initiative tracking relatedList

     

    User-added image

     

    User-added image

     

    User-added image

     

    If you have questions don't hesitate to commnt below.

     

    Stay Safe Claudia,
0/9000