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Trying to create a Flow that will do multiple things, but getting an error.
I need a solution for this Business Process.
1. User searches for an Opportunity. They would like to ask that this Opportunity (We call Opps Applications) be transfered to them (Requires a Manager Approval).
2. They click a Button called "Request Application Reassignment" (Lightning Action).
3. Lightniing Action calls a "Flow"
4. Flow opens a screen with two 92) fields.
4a. Application Reassignment Reason (Picklist. Already Created on the Object)
4b. Application Reassignment Comments (Open text field)
Both of these fields will need to update the Record with the data that the User entered in the Screen.
5. The Flow now updates the record (Oppty) and launches an Approval process (already created).
6. Flow stops.
The Approval Process locks the record and sends an email notification to the Manger that they need to approve or decline this request.
7. If they approve the request, the file is Unlocked, and the Manager will update the Application (Opportunity) Owner and update two (2) fields on the record.
8. The new Application (Opportunity) Owner now has access to complete the processing of the order.
This should be so simple but I keep getting an error with the Flow. Apparently the Flow is not Grabbing the record that the is being Requested to be Reassigned.
Help please??
Thank you,
Shawn
1. User searches for an Opportunity. They would like to ask that this Opportunity (We call Opps Applications) be transfered to them (Requires a Manager Approval).
2. They click a Button called "Request Application Reassignment" (Lightning Action).
3. Lightniing Action calls a "Flow"
4. Flow opens a screen with two 92) fields.
4a. Application Reassignment Reason (Picklist. Already Created on the Object)
4b. Application Reassignment Comments (Open text field)
Both of these fields will need to update the Record with the data that the User entered in the Screen.
5. The Flow now updates the record (Oppty) and launches an Approval process (already created).
6. Flow stops.
The Approval Process locks the record and sends an email notification to the Manger that they need to approve or decline this request.
7. If they approve the request, the file is Unlocked, and the Manager will update the Application (Opportunity) Owner and update two (2) fields on the record.
8. The new Application (Opportunity) Owner now has access to complete the processing of the order.
This should be so simple but I keep getting an error with the Flow. Apparently the Flow is not Grabbing the record that the is being Requested to be Reassigned.
Help please??
Thank you,
Shawn
Can you please show me your Lightning Component(JS controller) code where you are setting up the flow variables?
Thanks
DG
Thank you for helping.
Im going to upload several pictures so I apologize in advance:
1. Find Application (Opportunity)
2. Request for Application (Opportunity) to be Reassigned:
3. Application (Opportunity) Reassignment (Update Record):
4. "Fire Off" or Start, the Apptoval Process:
Thansk Deepak,
Shawn
Hi Shawn,
Can you please try renaming your variable from "RecordId" to "recordId"
Type: text
Input/Output Only: input
Let me know if it works
Thanks
DG
1. I renamed the variable as suggested:
2. I checked to make sure it was also changed on the "Get Record" step:
3. I re-ran the Flow and got this error message:
Thank you for the help and direction.
Shawn