Thanks! What if the lookup field has a lookup filter? I can't get my lookup to work properly in my screen flow because of the lookup filter that exists. I also tried a choice lookup but unable to get that to work either.
That's a good question. I would likely go with the record choice option instead and use a picklist on the screenflow if you don't have too many options.
If you have an idea of what records you want to give the user access to and it's not an overwhelming number, I would use a Record Choice set and a picklist instead of a Lookup component. You can set whatever query parameters you'd like in that Record Choice Set and those will populate as the picklist options.
Very easy and useful explanation, Brian, thanks. Do you know (perhaps have a video) if a lookup field can be set as with a predefined value on a quick action? If it can't be done, is it possible to do it on a screen flow? You create a child record and want the parent record to be pre-filled, as when you create with the standard New action, ootb. In my use case I'm going back and forth between using an action vs a screen flow to create a new record. Thx!
If the creation of the child record should update the parent record's picklist field, you'll need a flow for that. If you're looking to set a default value for a field on the record being created, you can do that in the settings of the field or through a quick action. Hope that helps!
Thanks Brian! Is there a way to add default values to Lookup components? For example, we have a screen flow on Contacts to lookup the related Account, but if we could just get the account to be the default, it'd save our users from an extra search/click.
You can, but it's a little tricky. Here is an article that walks through the process. You might want to consider using a Record Choice Set with a picklist instead. You can still dynamically populate choices for your user and it gives you a little more control. salesforcedad.com/2019/11/01/lightning-flow-designer-set-the-default-value-in-the-lookup-component/
Hey Shanna, You can use a lookup to select a product in a screen flow but that will just get you the ID of that product record. If you want to add products to an opportuntiy, you'll need to create an OpportunityProduct Record (a line item). That record uses the ID of the Opportunity and the ID of the product. It's also where you can add quantity.
Are you referencing this video or just in general? In general, it's either a permissions issue (you don't have the ability to create accounts), or you set up multiple record types for accounts and now need to specify the record type for the Create New Account action.
The video was great! I really appreciate how you went straight to the point! Thank you!
Glad it was helpful. Thank you for watching.
just saved me from a massive headache, thank you
Love to hear that! Just know that we suffer so you don't have to. haha
Really helpful and to the point. Thank you!
Glad it was helpful!
Excellent! Thanks so much.
You're welcome, Lisa. Glad it was helpful!
Thanks! What if the lookup field has a lookup filter? I can't get my lookup to work properly in my screen flow because of the lookup filter that exists. I also tried a choice lookup but unable to get that to work either.
That's a good question. I would likely go with the record choice option instead and use a picklist on the screenflow if you don't have too many options.
Thanks Brian, Is there a way to change the lookup view from Recent to some other list?
If you have an idea of what records you want to give the user access to and it's not an overwhelming number, I would use a Record Choice set and a picklist instead of a Lookup component. You can set whatever query parameters you'd like in that Record Choice Set and those will populate as the picklist options.
thanks man love from India
Thank Kunal!
you saved me thanks
We got you 😁
Very easy and useful explanation, Brian, thanks. Do you know (perhaps have a video) if a lookup field can be set as with a predefined value on a quick action? If it can't be done, is it possible to do it on a screen flow? You create a child record and want the parent record to be pre-filled, as when you create with the standard New action, ootb. In my use case I'm going back and forth between using an action vs a screen flow to create a new record. Thx!
If the creation of the child record should update the parent record's picklist field, you'll need a flow for that. If you're looking to set a default value for a field on the record being created, you can do that in the settings of the field or through a quick action. Hope that helps!
@@Rotiveyep, I got it. Thx.
Thanks Brian! Is there a way to add default values to Lookup components?
For example, we have a screen flow on Contacts to lookup the related Account, but if we could just get the account to be the default, it'd save our users from an extra search/click.
You can, but it's a little tricky. Here is an article that walks through the process. You might want to consider using a Record Choice Set with a picklist instead. You can still dynamically populate choices for your user and it gives you a little more control.
salesforcedad.com/2019/11/01/lightning-flow-designer-set-the-default-value-in-the-lookup-component/
@@Rotive What about using the "Record ID" field of the Lookup component?
Can we add a default selected value for this lookup field?
Yes, you can. It can either be a single record or a collection depending on the record limit you set in the lookup configuration.
Hi Brian, if I use the lookup field to add products to a ScreenFlow, how do I go about adding the quantity?
Hey Shanna, You can use a lookup to select a product in a screen flow but that will just get you the ID of that product record. If you want to add products to an opportuntiy, you'll need to create an OpportunityProduct Record (a line item). That record uses the ID of the Opportunity and the ID of the product. It's also where you can add quantity.
Why Create New Account option is not showing?
Are you referencing this video or just in general? In general, it's either a permissions issue (you don't have the ability to create accounts), or you set up multiple record types for accounts and now need to specify the record type for the Create New Account action.
@@Rotive No in general, if we add lookup in screen flow, that '+ New Account' option is not visible. I have all permissions.