Thank you, Pratima! This is phenomenal. This is a function that Salesforce should have included in the standard visual flow objects. It's why my organization didn't use flows as much as we could have. What would be the point of going through the flow and at the end you have to hunt down the thing you created or updated? This makes it one stop shopping. Thank you for sharing this with us. FYI for others... As far as I can tell object IDs are unique across the entire Salesforce instance. It doesn't matter what the object is, it will always have a unique ID. An open via the ID, I suspect will open any object in the defined page layout for that object for that profile.
Hi, Pratima, thanks for sharing this wonderful lightning component! However, for the enable "Lightning Runtime for Flows", I have tested that without enabling it, the lightning component used at the end of the flow is working as if you have enabled it. So, I am not sure about the pro and con of enabling it. Any advice? Thank you!
Hello Pratima!! Thank you for sharing this great way to control the flow @ the end. BUT, I tried this line by line, and I'm not getting the redirection at the end. I don't know if it the last upgrade of SF to Winter '21, but I'm not seeing the results like the video. Thanks in advance for your help.
@@PratimaShri Hello, thanks for following up. The behavior is like the component doesn't trigger. Yes, I think I'm passing the ID, because I tested it with a link in the pic below and goes to the new record. Yes, I copy and paste from here, and reviewed it.
This is great! Thanks Pratima! It seems to work just fine from the action button but when I launch the flow from the Community site it doesn't redirect! Any Ideas!
Hey Pratima, thanks for this video. But i don't know why this functionality is not working from Related List button. Do you have any suggestion ? Am just trying to redirect from to Related object.
I am curious on how you were able to use a lghtning action in related list because relate list doesnt support Lightning action. Where are you launching the action from?
Great Video Pratima. I would like to know if we can restrict access to see picklist value according to profile? currently, not all users see all record type when creating case but when i implement the flow, they can see all picklist value. is there anyway i can mirror their profile access to see record type for object? thank you
I am glad you found it helpful. Unfortunately a flow doest respect profile picklists out of the box. When I had a similar requirement, I had to actually store the recordtypes picklists in a variable like you will normally do then use a decision element to direct the users to different screens with diff values based on logged in profile. $User profile is available in flow under system variables I believe. For me it was few picklists and only 2 profiles so it was easy enough, but if you have multiple set of values, it might get little annoying.
Hello Vincent! You would need the GetElement first if you want to prepopulate any values on Screen element - if you just have a screen with empty fields then its fine if you call Get Record later. I prefer to have all my queries beforehand so I can just refer them inside the flow whenever I need them. Hope that helps!
Thanks for the video. When I tried I was getting the error RecId is not set. I was defined the txtCaseId (This holds the newly created record) and enable it as available for output
I am using this flow as a Component in a Case Lightning page. It is successfully opening the new record in a subtab. however when I navigate back to the Case the Flow screen needs to be actioned. Is there a way o have this auto Finish?
So I followed this but it is not seeming to work in my flow. No matter what I do I cannot get my flow to redirect to the record Id page that started the flow (I chose the variable that I created for that record Id within the flow called recordId and that is also he same name I used for the attribute name, could that be an issue? It just keeps restarting the flow after finish.
@Pratima, thanks for the Tutorial. My developer skills are almost zero, therefore I don't see the link between after you finished the Lightning component and selecting it in the Screen. Do I need to save and store somewhere the component in the developer console?
okay, forget it. It worked. Just needed to save all and waited 5 mins. Then I was able to select in the flow and it also worked directly. Thanks a lot!
Does this new Flow Builder release supports flows that can be re-stared where we left off? or does it preserves state of the each stage?. Please let me know if it can be implemented. Thanks in advance.
Hey there, I am not sure if I understand your question correctly. When you say re-started , do you mean users being able to pause the flow or inside the flow builder itself?
@@PratimaShri When I'm not building analytics, I'm building flows. You've got a pretty solid amount of content, keep it up! I especially like seeing the pre-release sneak peek stuff.
Awesome video Pratima. Just wanted to know if we can rename the "Next" button in footer as "Finish" since it is a last screen for someone who is cloning oppo. Thanks anyways!
Thank you! I recently made on a video exactly on that topic- it should be popping up at the end of this video on how to change the button name using another simple lightning component. Unfortunately not possible in flow with a component
HI Pratima - I was pretty sure I did everything correctly - but my flow is still going back to initial screen. This is in a flow that creates a new lead and then I want it to go to the new lead record. I can send a screen print of the debug but it looks like it pulled the correct ID so not sure why it's not redirecting ) :
@@mlemayil Oh Yes! I am glad you figured it out! Good call, activating it is something I miss all the time. I will add that in this video description! Thank you!
Hi Prathima ,how to do it with the flow URL. After creating record I want to redirect it to the newly created record. I tried this solution but it is not working for me .
@@PratimaShri yes pratima, I created the component as showed in the vedio and created a new screen which is final screen and dragged that component in that.
Thank you for this tutorial, it was really helpful. I have a question though, can we do the same redirect for a different object? Suppose I am in Account and I want to create a Case using a flow. Is it possible to do a redirect from Account to Case with this approach? Thanks.
You would need to make some changes on the component then pass the ID of the record in on the component. Another potential option is you can use a creat a link to embed on the flow that can take then to the edit page.
What changes need to be made to the component? Also will it not work if the new record has required fields? Because I can't get it to go to the new record and I copied your code. Only difference is in the flow it has assignment element
I initially used the detail button embedding the flow but it opens a new window which I dont want but it works fine from there prepoppulating the required fields and opening a new edit window!
this video is a continuation of which video ? i wasn't able to find that can you please share that video link. and really great work pratima thanks a lot.
If you have a custoim URL then you might want to use redirectURL URL hack to pass the Id there, but it wont be as dynamic, Unfortunately, this only work if you are in lightning. Are you in lightning or classic?
@@PratimaShri Hi Pratima, thank you for the above. Yes I am in lightning, but I found that you can put the redirect URL within the action using the detail link merge field for the use case. Your component is working for all the other cases, so really helped me out :)
Hi Pratima, can you please tell me how to redirect to the new record if we select the "use all values from a record" of the how to set the record fields. because it is not giving me the option to store the new record id in create record element. can you please help
Hi Sushant, Selecting that option wont allow you to pick Id directly. Any reason to use this vs the other option. The only way I can think of to pass the value to component is querying the newly created record by the logged in user and hopefully that gives you the Id of the record that was just created then you can use that Id to pass onto the component. This relies on the record gets created immediately.
Hi Pratima thanks for the quick reply what i am trying to achieve is deep Clone a custom object record through a quick action for that what i did is Parent Flow -> Start -- Get Records(store all values automatically) -- go to Subflow Sub Flow- >Start -- Assignment Element( to assign a value) passing the Id from the parent flow -- Create Record element (use all values from a record) This is working perfectly fine but i want it to redirect to the newly created record how can i query the new record id as you mentioned in your earlier comment ? sorry for asking long questions
@@sushantmandewar4203 The only good way to get the Id is individually setting the Id to a variabe like in the video. Assuming you are trying to grab the parent ID that was created, do you have a way to query tht record to get the Id of recentky created record? something unique? Since it is a screen flow, you cant use Wait element to wait for record creation. I might need to look at the flows to bounce some ideas.
@@sushantmandewar4203 Is there a reason you are using two flows vs one flow? Can you email me some screenshots? may be we can get on a qucik screenshare- might be easier that way.
I have similar requirement is when user click on next in a screen flow. I have to navigate new Account form Page without using Component. is this possible ? or can I use URL?
Hey Pratima, great work and thanks for sharing all this.How to add lookup field in flow screen. I would need this to use in classic and user can enter the value in lookup field in that screen. Can you share any reference(doc/videos) where i can this.
Hey there! Please Watch my winter 20 pre-release video. Lookup will be available OOB from winter 20. Right now there are other ways to do this like adding installing a lightning component package or having a dropdown of picklists for all the lookup values.
Hi Ran! Check if the variable that you created has accept output values checked. you should be able to navigate to the variable in edit mode and check this.
@@PratimaShri I have the same issue even though input and output are checked for my variable recordId, this is the same variable I use in the start of the flow- is that an issue?
@@carinaflesch1683 Hi! Are you trying to navigate to new record that got created or stay on the same page? If you are trying to navigate to new record then you will have to store in a new variable and pass that value to the flow. Not sure if this answrs your question
Hi Mike, Are you getting any error or it just doesnt work? Also redirection will be a different approach for communities since the component is built for internal salesforce
@@PratimaShri its all good.. I watched your video a couple of times more.. And it worked like a charm.. Thank you so much and God bless you and all your loved ones .. M.G. from Philippines.
hey Pratima, thanks for the great video, I have been looking everywhere for guidance on how to redirect to the created record! Can't get mine to work though, still getting the error you had on your previous page - "A record is ready to be created when the next Screen or Wait element is executed or when the interview finishes." Unfortunately my knowledge of APEX is non-existent :-( Any thoughts please?
Hi Matt, The error looks like you clicked on Debug button. Did you create the variable for new record Id and assigned in the flow like I did? Please Watch the previous video where I built this flow and assigned a variable. In this video I am simply adding passing the var to the component. Dont forget to activate the flow and then use it in am action. Let me know how it goes.
Hi @@PratimaShri, yes I watched both videos, my whole use case is nearly identical except I'm initiating the flow from a custom button, so they were both exceptionally helpful. Original flow I created worked to completion when my end screen merely displayed the URL of the new record. Now the same variable I used for the URL generation doesn't seem to work for the redirect? :-(
@@MattSmith-yq3rr Hi @Matt I have a feeling the variable that you are using might not be the correct one. I will need to take a look at the flow. Its hard to tell what could have gone wrong. email me to pratimashri320@gmail.com then we can may be screen share.or use join.me
I have same issue. Got the flow working from previous video so it is creating a new opp successfully. I did what is asked in the video above but it wont redirecr. Gives an error saying (the link doesnt exist). Also, how can i add the button to create a new opp within another button??
@@mamamaria7027 DO you have domain enabled in your org? I am not sure what you mean by adding a button within a button. Basically Go to Object Manager for Opportunity. Create New Action and from drop down choose flow. YOu can name it anything you like. If you want me to further debug your org, reach out to me at pratimashri320@gmail.com
@@PratimaShri thank you for the reply If you have component for it can you please share because I don't have any idea on flows but i am started knowing about flows
