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 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 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 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.
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.
What is 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.
Can we call Subflow from record triggered flow?
Currently, we don’t have the option to choose a subflow element to call another flow in Record Triggered Flow .
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.
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…
How do you record-triggered flow?
Create a Record-Triggered flow that automatically notifies an account owner when Closed-Lost Opportunities are deleted.Create the flow.Set the trigger criteria. Trigger the Flow When: A record is deleted. … Add an action. … Save the flow. … Activate the flow.Test the flow.
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.
What is the difference between flow and process builder?
The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can’t launch a process based on another process.
How many types of flows are there in Salesforce?
Salesforce Flow provides two types of flows: screen flows and autolaunched flows. To automate a business process that collects data from people, use a screen flow.
What is a subflow element?
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. Use subflow input and output assignments to transfer data between the master flow and the referenced flow.
When do you assign values from the referenced flow to the master flow?
These variable assignments occur when the referenced flow finishes running.
What is a subflow element?
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.
What does master flow call?
At runtime, the master flow calls the active version of each referenced flow by default. If a referenced flow has no active version, then the master flow calls the latest version of the referenced flow. To run only the latest version of each referenced flow, use one of the following methods:
Can you assign values to a subflow?
From a subflow element, you can only assign values to or from the referenced flow’s variables that allow input/output access. This access is determined by the Input/Output Type of the variable. If you need to change the variable’s Input/Output Type, open the referenced flow to edit the variable.
Can a flow run inactive?
Only flow administrators can run inactive flows. For other users, the flow will fail at runtime if a subflow element tries to call a flow with no active version.
