how would I tack on 'get related records' of the selected record from list view and create clone(s)? for example, select 1 case, click button then a new case AND related contacts get cloned.
Thank you, great content, I was able to follow along in real-time and get my update status button for a custom object created with no fuss. I did not do the retURL part however, due to the cross domain cookies issue, so for the few times they will use this, they can just hit back.
Great video dude! Well done! One question about the Finishing behaviour though. Since you are entering in the List view ID of the "All Open Cases" list view, you will always be redirected to that list view regardless of the List view you came from. So if a User creates their own custom list view and tried to close multiple cases, the end of the flow would direct them to a completely different list view. Is there anyway to make the redirect dynamic so that it directs the user to the list view they came from?
After watched this I have similar thought like why using a flow to update the case status value Simple create a button and add a case status field and add that button to list view layout in the UI select the records you want to close then click the button we created change the value
For some reason My Get Records is not fetching any records. Find all Case records where Id In {!recordId} (null) AND Status Does not equal Closed Store the values of these fields in Get_Cases: Status, Id Result Info Failed to find records. RecordId is the text variable I created for the first condition field and selected allow multiple values and available for input.
@@salesforcegeek Get Cases (Get_Cases) Get Records of This Object *Object Case Filter Case Records Condition Requirements All Conditions Are Met (AND) Field Id Operator In Value recordId AND Field Status Operator Does Not Equal Value Closed Sort Case Records Sort Order Not Sorted WarningIf you store only the first record, filter by a unique field, such as ID. How Many Records to Store Only the first record All records How to Store Record Data Automatically store all fields Choose fields and let Salesforce do the rest Choose fields and assign variables (advanced)
Because we want to update the owner in the backend but let’s say you want to give the option to user to select user whom they want to add as owner you can use screen flow
@@salesforcegeek I wanted to know in the above example why we use this type(Utoluached no trigger)? and tell me in what conditions we can use this type of flow except processes, apex, and flows?
See here we have 2 choices either I want to change the owner by providing the user a selection screen or I add these to a particular user so no need of screen, at the same time if I need to show the end user to select the user to become the owner of the records I need to use screen flows.
In most of the cases Subflows and the process which need to fired from a button click and don’t need a screen I told you about screen flow to let you know why we used autolaunch no trigger alrhough we can use screen as well to understand the difference.
very usefull😊
❣️
Thank you so much! Used this to have users claim intakes as their own and also assign them to other roles on our records :)
Amazing 🤩 Trent nice use of the concept ❤️
how would I tack on 'get related records' of the selected record from list view and create clone(s)?
for example, select 1 case, click button then a new case AND related contacts get cloned.
Informative 👍
❤️
how we can take list view IDs dynamically ,as it will be difficult to deploy to higher org with hardcoded ids
Can this be used in Salesforce Lighting as we have used Button and Links
Yes this example is for lightning only
What is the best way to ensure the page refreshes? Status is not updating until I manually refresh page.
how do you limit how many selections can be selected on list view?
Thank you, great content, I was able to follow along in real-time and get my update status button for a custom object created with no fuss. I did not do the retURL part however, due to the cross domain cookies issue, so for the few times they will use this, they can just hit back.
Glad it helped!
Great video dude! Well done!
One question about the Finishing behaviour though. Since you are entering in the List view ID of the "All Open Cases" list view, you will always be redirected to that list view regardless of the List view you came from. So if a User creates their own custom list view and tried to close multiple cases, the end of the flow would direct them to a completely different list view.
Is there anyway to make the redirect dynamic so that it directs the user to the list view they came from?
Nice Pick Carl! I need to give it a thought 💭 and try will create another video if I got anything
Same thoughts here. If there is a way to pass the list view Id to the flow the navigation can be done there
Hi, any updates on how to redirect back to the listview they were in?
Is there anyway we prevent showing the Flow finished Screen ? Though it is just for few seconds...can that be avoided?
No I don’t think so Varun I’ll research about it not sure rn
After watched this I have similar thought like why using a flow to update the case status value Simple create a button and add a case status field and add that button to list view layout in the UI select the records you want to close then click the button we created change the value
Implement it and then share it with me
@@salesforcegeek I implement and how to share it bruh
Record it and share to
salesforcegeek2019@gmail.com
@@salesforcegeek th-cam.com/video/AhmG_UTmMg0/w-d-xo.html
Posted in this link bruh check it
First view and first comment
❤️
For some reason My Get Records is not fetching any records.
Find all Case records where
Id In {!recordId} (null)
AND Status Does not equal Closed
Store the values of these fields in Get_Cases: Status, Id
Result
Info
Failed to find records.
RecordId is the text variable I created for the first condition field and selected allow multiple values and available for input.
don't select multiple values
when you select multiple values your text variable become a collection of text deselect it and give it a try
@@salesforcegeek at 2:05 you selected multiple values for yor Ids Variable
@@salesforcegeek
Get Cases
(Get_Cases)
Get Records of This Object
*Object
Case
Filter Case Records
Condition Requirements
All Conditions Are Met (AND)
Field
Id
Operator
In
Value
recordId
AND
Field
Status
Operator
Does Not Equal
Value
Closed
Sort Case Records
Sort Order
Not Sorted
WarningIf you store only the first record, filter by a unique field, such as ID.
How Many Records to Store
Only the first record
All records
How to Store Record Data
Automatically store all fields
Choose fields and let Salesforce do the rest
Choose fields and assign variables (advanced)
The name of that variable should be "ids" not recordId
Hello, have you solved this issue please ? I got the same at the moment and i don't know what to do ...
why we choose auto launched flow?
Because we want to update the owner in the backend but let’s say you want to give the option to user to select user whom they want to add as owner you can use screen flow
@@salesforcegeek I wanted to know in the above example why we use this type(Utoluached no trigger)?
and tell me in what conditions we can use this type of flow except processes, apex, and flows?
See here we have 2 choices either I want to change the owner by providing the user a selection screen or I add these to a particular user so no need of screen, at the same time if I need to show the end user to select the user to become the owner of the records I need to use screen flows.
@@salesforcegeek I only want to know when do we use Autolaunched Flow(No trigger) And you told me about screen flow.
In most of the cases Subflows and the process which need to fired from a button click and don’t need a screen
I told you about screen flow to let you know why we used autolaunch no trigger alrhough we can use screen as well to understand the difference.
Page is not redirect to list view after finish the flow. Here is the link.
/flow/close_the_case?retUrl=/500?fcf=00B7F00000CxA0FUAV