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Alesia Dvorkina Is Lookup in Flow possible? Or have to use Visualforce?
Hi everyone,
I hope someone can help.
I am not a developer, rather a point-click admin. A little background: In my org we have a custom button that creates a Case from a custom object "Sales Order". This button executes JavaScript. And it SOMETIMES populates a Sales Order number with a coma in a lookup field on a Case, which is not recognized and the error is displayed. This is part of that code:
....location.href='/500/e?retURL=/{!Sales_Order__c.Id}&RecordType=012C0000000QCAN&CF00NC0000005DY09={!Sales_Order__c.Order_Number__c}....
I decided to try to re-write this button with Flow. The idea is to 1) display a message to a user, 2) Lookup to Account from Sales Order; 3) Get a list of Contacts from this Account; 4) Display this list to users and let them choose an appropriate contact; 5) Create a new Case that is related to this SO (custom relationship), to the same Account, and to the chosen Contact. I can't figure out how to do this with the Flow? Do I have to use Visualforce for this? Can someone give me a little direction on how to do that? Thank you in advance!!!
I hope someone can help.
I am not a developer, rather a point-click admin. A little background: In my org we have a custom button that creates a Case from a custom object "Sales Order". This button executes JavaScript. And it SOMETIMES populates a Sales Order number with a coma in a lookup field on a Case, which is not recognized and the error is displayed. This is part of that code:
....location.href='/500/e?retURL=/{!Sales_Order__c.Id}&RecordType=012C0000000QCAN&CF00NC0000005DY09={!Sales_Order__c.Order_Number__c}....
I decided to try to re-write this button with Flow. The idea is to 1) display a message to a user, 2) Lookup to Account from Sales Order; 3) Get a list of Contacts from this Account; 4) Display this list to users and let them choose an appropriate contact; 5) Create a new Case that is related to this SO (custom relationship), to the same Account, and to the chosen Contact. I can't figure out how to do this with the Flow? Do I have to use Visualforce for this? Can someone give me a little direction on how to do that? Thank you in advance!!!
Use Dynamic Choices to create a lookup within a Flow.
Steps: create a Screen element, add a picklist or radio buttons field. Then in Choice Settings select Dynamic Choice. Voila!
All Answers
I don't use flow's that much, but I do believe this is possible. Have you worked through the force.com workbook, I think the processes it covers should be roughly transferable to what you are trying to do.
https://developer.salesforce.com/docs/atlas.en-us.workbook.meta/workbook/flow_0_intro.htm
Use Dynamic Choices to create a lookup within a Flow.
Steps: create a Screen element, add a picklist or radio buttons field. Then in Choice Settings select Dynamic Choice. Voila!