Customize the Create Service Request Subflow
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- In the list of flows, next to Subflow: Create Service Request, click Open.
- Click Save As, and select A New Flow.
- Enter a label for the flow, and click Save.
- In the left pane, click the Manager tab.
- Under Variables, click CaseRecordTypeId.
- From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow.
- From the Palette, drag the flow that you want to call onto the canvas.
- Enter the general settings for the subflow element.
Table of Contents
How to set up a subflow?
Let’s go through the steps of setting up Subflow. (Want to learn more about different flow types? Check here) 1. Choose The flow To Launch As Subflow The referenced flow must be activated before you can find it here, so make sure you make the subflow first and the main flow afterwards.
How do I create a subflow in Jira?
From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow. From the Palette, drag the flow that you want to call onto the canvas. Enter the general settings for the subflow element. Helps you identify the element on the canvas.
How do I create a flow resource in Salesforce?
Select CREATE NEW to create a new flow resource. Manually enter a literal value or merge field. When entering a date value, you must use the MM/DD/YYYY format. When entering a date/time value, you must use the MM/DD/YYYY HH:SS A format.
How to customize what happens when a Salesforce flow fails?
Customize What Happens When a Flow Fails Create a Salesforce Record from a Flow Working with Data in a Flow Advanced Flow Concepts Let Flows Execute Local Browser Actions Extend Flows with Apex Update Salesforce Records from a Flow Extend Flows with the Apex-Defined Data Type
How do you call a Subflow in a flow in Salesforce?
In Flow Builder, click Debug, select Run the latest version of each flow called by subflow elements, and then click Run.
How do I create a screen flow in Salesforce?
2:1311:04Screen Flow in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipEnvironment from the setup search for flows. And under process automation categories select flows.MoreEnvironment from the setup search for flows. And under process automation categories select flows. You will be presented with this screen.
How do I create a Subflow?
To open the New Subflow wizard, click File > New > Subflow. Alternatively, right-click an application, library, or integration project and click New > Subflow. Specify the application, library, or integration project in which to create the subflow.
How do I pass a variable to a Subflow in Salesforce?
In the Subflow: create a variable and set it as input. … In the main flow, call the Subflow as you are currently doing, BUT in your step “Send Opportunities to Flow”, map the data in your main flow (Opportunities from Get Opportunity Records) to your subflow’s input variable.
What are Salesforce screen flows?
Screen Flow in Salesforce is one of the many types of Flows that you can use to enhance your users’ experience. A Screen Flow is called through a button or action, or displayed in a Lightning Page or the Utility Bar, and appears as a screen to the user to interact with. This cannot be automatically called.
How do I create a flow variable in Salesforce?
Create a VariableFrom Setup enter Flows in the Quick Find box and click Flows.Click New Flow.Select Screen Flow and click Create.From the toolbox, click Manager.Click New Resource.For Resource Type, select Variable.Enter an API name and description for your variable.Select the appropriate data type.More items…
What is a Subflow?
Subflows are a sequence of reusable actions to use in a flow. Developers can create subflows to perform common processes specific to a custom application. Subflows consist of: Subflow inputs to pass variables to the actions in the subflow. A sequence of actions, flow logic, and subflows.
What are Subflow inputs responsible for?
What are subflow inputs responsible for? They specify the data available to the subflow when it launches.
What are sub flows Salesforce?
A subflow element references another flow and calls that flow at runtime. When a flow contains a subflow element, we call it the master flow to distinguish it from the referenced flow. With subflows, you can simplify your overall flow architecture. Build reusable flows to perform common tasks.
What is used to pass data between a flow and Subflow?
You can use the command ppmsetvar from an LSF job, job script, job array and job script array to pass user variables from a subflow to a parent flow, to set user variables that are used only within a flow, or to set global user variables used by all flows in the system.
Can a record triggered flow be a Subflow?
In the Winter ’22 release, Salesforce gave us the option to call a subflow from a record-triggered flow. Previously, the parent flow had to be other flow types such as scheduled flows.
Can a flow call another flow Salesforce?
Currently, we don’t have the option to choose a subflow element to call another flow in Record Triggered Flow .