From Andy Haas: Trigger Screen Flows with Record Changes using ‘Detect and Launch’
Some while back, the Detect and Launch component opened up a new frontier by making it possible to pop a screen flow from a record page automatically when the record is edited or deleted. Andy Haas has extended this component with some valuable new capabilities.
Previously, you could pop a screen flow either 1) when the underlying record is updated/edited or 2) when the record is deleted.
This update adds two features:
- Launching a screen flow when a record is edited can now be further configured to make the launch dependent on a particular field value change. Example: you need an agent to fill in specific details when they close a case or your sales reps need to send a quote to the customer you can launch a flow after a specific field has changed and, for example, is equal to true.
- You can now trigger screen flows to run on the Load of a record page, and not just on an Edit or a delete
This demo was produced for V2.0 and shows Conditional Launch Based on a Field Edit:
Triggering a screen flow when a record page loads
Perform this with the new input field ‘Flow Name (when the record is loaded)’. You can use this to launch the flow when the record is opened. Note that if you are using Launch Mode = Modal, you will need to build a close function within the flow, as the modal doesn’t have a close function, yet.
Conditional Screen Flow Launch Based on a field edit
Let’s say you have a case record that you want to launch a flow when the case is closed to get the user to enter the amount of time that they spent on the case. To configure this within Detect and Launch, enter the flow name you want in ‘Flow Name ( when the record is edited )’, set Change Field to ‘Status’, and set Change Value to ‘Closed’.
Want to check multiple fields and launch different flows based on them? Or run different flows depending on the value of the field? Add multiple Detect and Launches with different criteria to launch different flows.
|Change Field||Is used to signify what field you want to watch when a record has been edited.|
|Change Value||Used to be the comparison value when the record has been edited.|
|Flow Name (when the record is Loaded)||use this to launch the flow when the record is opened.|
Component Configuration Example:
- At this time, the component does not support cross-field comparisons. Change Value must be a static value. We suggest utilizing formula fields to do complex comparisons that evaluate true or false.
- Conditional Field-Based Launch only works when editing a record. It does not work on deleting or loading a record.
These features are available in V2.0+ of Detect & Launch