Lookups are just one way to offer end users the ability to pick a Form Template.Remember, if you attempt to create a Form record without populating the necessary Form Lookups, the end user will experience an error. Because of this, you must anticipate any Form Lookups that will be necessary for any given Form Template that you select. Screen Flow are less flexible that the standard New Form visualforce page that comes out-of-box with Youreka.The final result is that the end user can click on the Quick Action, select a Form Template and Owner, and the Form record is created.Ĭonsiderations For Using Screen Flows For Form Creation.After creating, we added the Quick Action to the Property page layout. We then created a Quick Action that launches the flow.Finally, we automatically populate the Property lookup field on the newly created form object by using the recordId that is naturally brought in when launching a Flow from a quick action. We use the Form Template ID that was selected by the end user, as well as the User ID that was selected to populate the Owner ID field. After the screen element, we use a Create Record element to create a Form record.The Owner lookup technically utilizes the Originally Submitted By user lookup on the Form object, because the standard Owner ID attribute is not available in flow lookups.
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