In my previous post SFDC Flows: Add Flow Variables, we learn the first step for creating flows and add flow variables. This post is the extension of previous post here we see how to add a Form screen for flow and configure fields in our form.

Add a Form Screen

A screen can use form-style fields to gather data—in this case, line item information—from the flow user.

1. From the Palette tab, drag the Screen onto the canvas.

    The Screen overlay opens with the General Info tab selected.

2. For the Name, enter Get Line Item Info From User.

     The Unique Name is automatically populated based on this entry.

3. Add a field for the Line Item Number.

         a. From the Add a Field tab, double-click Textbox.

             A textbox field appears in the preview pane on the right side of the 

             Screen overlay.

         b. Click [Textbox] in the preview pane.

         c. On the Field Settings tab, configure the field as follows.

             Field                Value

             Label               Line Item Number

                                      The Unique Name is automatically populated based

                                      on this entry

             Default Value  1

 

4. Add a field for the Merchandise.

    a. From the Add a Field tab, double-click Dropdown List.

         A drop-down list field appears in the preview pane.

    b. Click [Dropdown List] in the preview pane.

    c. On the Field Settings tab, configure the field as follows.

        Field                      Value

        Label                     Merchandise

                                      The Unique Name is automatically populated based 

                                      on this entry. 

         Value Data Type   Text

    d. In the Choice Settings section, click the drop-down arrow then

CREATE NEW > Dynamic Choice.

The Dynamic Choice overlay appears.

5. Create the dynamic choice resource, which at runtime dynamically populates the Merchandise field with choice options, each of which represents a Merchandise record in the database.

a. Enter the following values.

          Field                                            Value

          Unique Name                          dcMerchandise

          Value Data Type                         Text

          Create a choice for each       Merchandise__c 

b. Set the filter criteria so that the dynamic choice returns only the merchandise that have items in stock.

          Field                                      Value    

          Field                                      Quantity__c 

          Operator                               greater than

          Value                                     0

 c. Set the following fields so that the choices are displayed using the Name in each Merchandise record,       sorted in alphabetical order. Also, we want the choice to store the ID of the user-selected Merchandise record.

     Field                                 Value

           Choice Label                   Name

           Choice Stored Value      Id

           Sort Name by                 Name

                                                    Ascending

d. Save the quantity in stock from the user-selected merchandise record to the flow variable we already created.

          Field                             Value

          Field                             Quantity__c

          Variable                       {!vQuantityAvailable} 

e. Click OK.

    The Dynamic Choice overlay closes, and the Screen overlay appears.

 

6. Add a field to capture the quantity ordered in the line item.

     a. From the Add a Field tab, double-click Number.

         A number field appears in the preview pane on the right side of the

         Screen overlay.

     b. Click [Number] in the preview pane.

     c. On the Field Settings tab, configure the field as follows.

         Field                 Value

         Label                Quantity Ordered

                                   The Unique Name is automatically populated based on

                                   this entry.

         Scale                 

7. Add a field to capture the unit price of the merchandise.

    a. From the Add a Field tab, double-click Currency.

    b. Click [Currency] in the preview pane.

    c. On the Field Settings tab, configure the field as follows.

        Field             Value

        Label            Unit Price

                              The Unique Name is automatically populated based on

                              this entry.

        Scale             2

 

The preview pane on the Screen overlay should now include four fields.

8. Click OK.

9. Save the flow.

    a.  Click Save.

    b.  Ignore the activation warnings for now.

    c.  Click OK.

After this next step is to Add the record create element in the flow. We see this in my next post.

 

**This document is referred from salesforce help tutorials

  Modified On Feb-21-2018 11:55:19 PM

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