I love this so much, I am just having trouble linking the data table to the search action. I loved the way you set that up to show the search results. do you have any tips?
This is a lifesaver!! QQ I'd like to use this as part of a record triggered flow - is it possible to have multiple keywords (field values) as part of the search? (e.g., First Name + Last Name + Company) If so, how would I want to format the combined keywords into the single variable?
This is awesome. Im having an issue with the search term. My goal is to present to the users a search before creating for the contact object. This is a proof of concept, but I would like to pass an email address to show all records. Can I pass the input of an email field to the search term?
By email field, are you referring to the email field available through Dynamic Forms (in contrast to the Text component). If so, the answer is yes. Dynamic Forms uses a record variable to represent all of the values on the record. Once you capture the email on the first screen (which is saved to the record variable), you can pass in the value [Record Variable].[EmailFieldName] Let me know if this works or if you have any follow up questions!
This is so detailed and self explanatory.. thank you very much for sharing the complex task in easy way.
Glad it was helpful!
Excellent video - clearly explains a great new feature. Thanks!
You’re welcome!
I love this so much, I am just having trouble linking the data table to the search action. I loved the way you set that up to show the search results. do you have any tips?
This is a lifesaver!! QQ I'd like to use this as part of a record triggered flow - is it possible to have multiple keywords (field values) as part of the search? (e.g., First Name + Last Name + Company) If so, how would I want to format the combined keywords into the single variable?
Thanks for the video!
One question, where is the Lookup Contact action? I am not able to find it into the flow elements.
Go to core actions. You'll find it there. @enrique_at_wiris
This is awesome. Im having an issue with the search term. My goal is to present to the users a search before creating for the contact object. This is a proof of concept, but I would like to pass an email address to show all records. Can I pass the input of an email field to the search term?
By email field, are you referring to the email field available through Dynamic Forms (in contrast to the Text component). If so, the answer is yes. Dynamic Forms uses a record variable to represent all of the values on the record. Once you capture the email on the first screen (which is saved to the record variable), you can pass in the value [Record Variable].[EmailFieldName]
Let me know if this works or if you have any follow up questions!