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ram_iyer
How do I link a Visual Workflow to the current record?
How can I use Visual Workflow to update a field on a record?
I have a button on an Account that triggers a Visual Workflow. Based on some steps in the workflow, I would like to update some fields on the Account that the user began from. How can I achieve this? I am unable to get to the current record.
You need to do a couple of things:
1. Create a variable in the flow called vaAccountID
2. When you create the custom button or link, set the url to be /flow/myFlow?vaAccountID={!Account.Id}
This will pass the Account ID to the flow. Once you do this, you can query any other fields you want from the account using the record lookup element within the flow.
You can alternatively create as many variables as you need inthe flow and set them accordingly in the link. So, if you want the Account Name and Annual Revenue in the flow your URL for the custom button would be
/flow/myFlow?vaAccountName={!Account.Name}&vaAnnualRevenue={!Account.AnnualRevenue}
Hope this helps..
All Answers
You need to do a couple of things:
1. Create a variable in the flow called vaAccountID
2. When you create the custom button or link, set the url to be /flow/myFlow?vaAccountID={!Account.Id}
This will pass the Account ID to the flow. Once you do this, you can query any other fields you want from the account using the record lookup element within the flow.
You can alternatively create as many variables as you need inthe flow and set them accordingly in the link. So, if you want the Account Name and Annual Revenue in the flow your URL for the custom button would be
/flow/myFlow?vaAccountName={!Account.Name}&vaAnnualRevenue={!Account.AnnualRevenue}
Hope this helps..
Rajaram! You are my absolute favorite ever! THANK YOU.
hi this is exactly what i am trying to do i want a button on my opportunity screen which my account managers can click to update certain fields on that opportunity any screen your advice on how to do this it would be much appreciated :)
THANK YOU FOR THIS!!!