---
title: "SFDC Flows: Add a Form screen"  
description: "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 p"  
author: "Anonymous User"  
published: 2015-03-19  
updated: 2018-02-21  
canonical: https://www.mindstick.com/blog/10845/sfdc-flows-add-a-form-screen  
category: "sales force"  
tags: ["cloud computing", "cloud", "cloud development", "sfdc", "dev-401"]  
reading_time: 4 minutes  

---

# SFDC Flows: Add a Form screen

In my previous post [SFDC Flows: Add Flow Variables](https://www.mindstick.com/blog/10843/SFDC%20Flows%20Add%20Flow%20Variables#.VQqefFy6bIU), we learn the first step for creating flows and add flow variables. This post is the [extension](https://www.mindstick.com/articles/22/extension-method) of previous post here we see how to add a Form screen for flow and [configure](https://answers.mindstick.com/qa/51511/how-to-configure-client-and-repository-in-informatica-power-center) 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](https://www.mindstick.com/forum/12915/how-to-embed-asp-dot-net-with-sql-server-reading-data-and-changing-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](https://www.mindstick.com/blog/63563/steps-to-change-the-wireless-settings-using-linksys-cloud-account) tab, configure the field as follows.

Field Value

Label Line Item Number

The Unique Name is automatically populated based

on this entry

[Default Value](https://www.mindstick.com/forum/2035/default-value-when-using-singleordefault) 1

4. Add a field for the Merchandise.

a. From the Add a Field tab, double-click [Dropdown List](https://www.mindstick.com/forum/760/dropdown-list-open-hide-behind-another-dropdown-list-on-ie-7).

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.

![SFDC Flows: Add a Form screen](https://www.mindstick.com/blogs/de598cec-0ad8-4057-af86-78f2354d8708/images/3895c595-e538-4da2-8cd6-be0469476045.png)

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 0

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.

![SFDC Flows: Add a Form screen](https://www.mindstick.com/blogs/de598cec-0ad8-4057-af86-78f2354d8708/images/c6d40e08-d889-4d93-8606-c3759da73fe1.png)

8. Click OK.

9. Save the flow.

a. Click Save.

b. Ignore the [activation](https://answers.mindstick.com/qa/50460/how-to-fix-apple-iphone-x-that-shows-imessage-waiting-for-activation-error) 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](https://www.mindstick.com/articles/328642/what-to-consider-while-choosing-a-software-documentation-tool) is referred from [salesforce help tutorials](http://www.salesforce.com/us/developer/docs/workbook/index.htm)

---

Original Source: https://www.mindstick.com/blog/10845/sfdc-flows-add-a-form-screen

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