Thursday, 2 June 2022

Using the Button, send the Record Id to the Flow

Scenario :
While working on one of the requirements for a health sector project for a client based out of MelbourneAustralia there was a requirement to avail current record id in a flow by clicking a button for further actions.

Approach : 
The client wants a custom button on the Contact record page to launch the flow and avail the record id in a flow.

By passing the record id in a flow URL we can get the record id in a flow. Let's see with the example. 

Follow the below steps to create a flow.

Screen Flow :

Step 1:-  Define flow properties.
  • Click Setup.
  • In the Quick Find box, type Flows.
  • Select Flows then click on the New Flow.
  • Select the Screen Flow option and click on Next and configure the flow as follows:
    • How do you want to start building: Freeform
Step 2:- Flow variable
Define recordId Text variable to store Record Id.
  • Under Toolbox, select Manager and click on New Resource.
  • Input the following information,
    • Resource Type - Variable
    • API Name - recordId
    • Data Type - Text
    • Allow multiple values (collection) - Uncheck 
    • Available for InputCheck
  • Click Done.
recordId variable

Step 3:- Create Screen Element
We will create a screen element to display Record Id in this step.
  • Under Toolbox, select Elements. Drag and drop Screen onto the canvas.
  • Fill following Information on Screen Properties.
    • Enter Label the API Name will auto-populate.
    • under Components, select Display Text, Drag, and drop Display Text onto the screenfill the following details.
      • API Name - Show_recordId
      • Insert a resource - {!recordId}
  • Click Done.
  • Connect start element to screen element.
Screen element

Our Flow is complete, Save and Activate the Flow. below is a diagram of the Flow.

Flow Diagram

Flow diagram

Now, Our Flow looks good. Let's create a custom button on the contact object and add a button on the contact page layout.

Custom Button

Follow the below steps to create a button on the contact object.

Step 1: 
  • Go to Setup > Object Manager
  • Select a Contact Object
Step 2:
  • Go to Buttons, Links and Actions
  • Click on New Button or Link 
Step 3:
Fill in the below details.
  • Label - Run Flow
  • Name - Run_Flow
  • Display Type - Detail Page Button
  • Behavior - Display in new window
  • Content Source - URL
  • Fill the below URL in the text area

Click on the Save button.
Custom button

Add the custom button to the page layout

Below are the steps to add the custom button to the contact page layout.
  • Go to Page Layout. Select the edit option.
  • Select Mobile and Lightning Experience Actions from the panel.
  • Drag and drop Run Flow custom button to the Mobile and Lightning Experience Actions section.
  • Click Save.

Contact page layout

Click here to see the Trailhead badge on Distribute the Flow with a Custom Button for more information.

If you have any questions you can reach out our Salesforce Consulting team here.

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