QuickChoice Update: Now with Column Width Control, Plus Bug Fixes

You can now pass in a number of pixels (default is 320) in the attribute “style_width” to set the width of the control.

Problem preventing Get Layouts action from working in non-debug environments have been fixed.

“ObjectAndFieldName” attribute has been removed to simplify the interface, which still has an Object Name and a Field Name for use specifying picklist fields to use as choice inputs. (Note that you may need to remove the quick choice component from existing flows in order to install this version. We’ll try not to mess with the interface, moving forward.)

Learn more about QuickChoice.

Install Latest Version

Flow and File Upload

The recommended way to do File Upload is via this extension, which adds a bunch of features to the basic set provided in the ‘out-of-the-box’ File upload.

Documentation

Salesforce makes a File Upload screen component available. It’s documented here. This component requires a recordId and associates the uploaded files with that record. It can accept multiple files and returns a collection of ids representing the uploaded file. These ID’s are of the type Content Document (Note that this is different from the older ‘Attachment’ Object Type).

More detail on the different ways files can be used in Flow is available here.

Articles

David Litton: The Lowdown on Uploading a File inside a Flow

Automation Champion:Enhance Productivity by Uploading Files Directly from a Flow!)

Using Before-Save Flow and Custom Metadata Type to Update a Region​ Field

Salesforce Spring ’20 Release brings us a powerful enhancement – Flow Builder before-save updates.

In the following article, Gidi Abramovich demonstrates how to use this feature to update a Region field.

Check It Out

ProfessorFlow.com: A new Flow Blog with Datatable Mods and Visual Picklists

Chris Van Der Merwe has launched a promising new Flow Blog this week, starting out with an article explaining how to mod Eric Smith’s Datatable component for orgs where permissions limitations prevent the standard version from working. He has followed it up with a streamlined Visual Picklist component that automatically transitions to the next page as soon as the button is clicked.

Jessie Rymph Updates 10,000 Records With A Single Flow and One of the New Collection Processors

Check out Jessie’s exploration of the limits frontier as she puts the new Map Collection action through its paces.

How to update the datatableFSC component to handle a single object

For the latest on the Datatable component, please go here: Datatable – Lightning Web Component for Flow Screens – UnofficialSF

Chris Van Der Merwe has written a nice post on how he customized the datatableFSC component to handle a single custom object. His post gives easy to follow step-by-step instructions that a non-developer can easily follow to create a version of the datatable componet to support any object of their choice.

Get Record Type Info by Object – Flow Action

This action can be used to generate a list of record types for a specific object. This can be useful when you would like to present a record type selector to the user. Can be used as inputs to the QuickChoice by setting Input Mode to “Dual String Collections”. Pass in one output collection for Labels and one for the underlying values

Inputs

AttributeTypeDescription
Object NameStringAPI name of the target object example “Task” or “MyObject__c”
ignoreMasterRecordTypeBooleanIf “on” then “Master” will not be added to the list of record types
onlyReturnActiveRecordTypesBooleanIf “on” then only active record types will be added to the list
onlyReturnRecordTypesAvailableToCurrentUserBooleanIf “on” then only record types available to the current user will be returned

Outputs

AttributeTypeDescription
errorsStringcaptures details of any error that occurred
recordTypeIdsStringIds of the records types.
recordTypeNamesStringNames of the record types.
defaultRecordTypeNameString
defaultRecordTypeIdString

Installation

1.1 Unmanaged 5/13/21 – Added outputs for the default Record Type

Source

Using Send Rich Email to Improve Workflow Rules Communication

The Email Alerts that are available in Workflow Rules are limited in functionality. I remember thinking this as a customer of Salesforce more than 15 years ago. Salesforce isn’t investing in Email Alerts because it wants to transition to more modern technology. In the meantime, here’s an approach for getting massively customizable email into your Workflow Rules.

In this example, we’ll assume that you have a Workflow Rule that runs on Contact every time the email address of the contact changes. You want to send certain things to certain recipients, but Email Alerts don’t give you enough flexibility.

With Process Builder and Flow you can get the flexibility you need, but you’ll need to trigger the process by updating a special field.

  1. Add a text field to your object. Suppose you are sending emails about something affecting Contact. In this case, add a boolean field called “TriggerEmailSend” and set it by default to False. Modify your Workflow Rule to set this field to true using an Update Field
  2. Create a Flow that uses the Send Rich Email action. Use the “Autolaunched” Flow Type. Configure the flow with input variables to capture any information you’re going to need in your email. For example, if you want your email to have a link that brings the user to a record, you’ll need a recordId input variable. Activate this flow.
  3. Create a Process Builder trigger that runs whenever the TriggerEmailSend field is changed to True on the Contact object. Have it call the Flow you’ve created, passing it the recordId of the Contact that triggered the change.
  4. The Flow that you created in step 2 above should also modify the contact using an Update Record element with an Assignment element to set the TriggerEmailSend back to False.

This process will get easier later this year, when Flow gets the ability to trigger on all record changes. That will eliminate the Process Builder step.

Note that you may not need step 1 at all. You can create a Process Builder process that triggers on the same field that triggered your workflow rule.