Since an earlier blog post describing how to hookup a Flow to a Custom Button, I have been promoting this #clicksnotcode platform feature further at my local DUG and recently the Salesforce1 World Tour London and internally within FinancialForce, the response has been great.

I have also been working on some new use cases showing the use of Flow from Workflow which is capability in pilot for Spring’14. Then before i knew it I had i had found even more new Flow features in my hands delivered via the upcoming Summer’14 release! You can read all about these features in the excellent Visual Workflow Implementation Guide. This blog provides step by step guide as to how I’ve explored these new features and a summary of their current and general availability. Note: The Flow Trigger functionality looks to remain in Pilot beyond Summer’14.

Flow SObject Collections Summer’14 (GA)

Lets take a look at two new Resource types in Flow and how they work in conjunction with four new Data elements, known as Fast Create, Fast Read, Fast Update and Fast Delete. With these new elements you can drag them onto the Flow canvas as with the previous ones. The difference is these allow you to basically manage multiple records at once, or in bulk to use Apex term.

The Fast prefix comes from a reflection on what you would have to have done in the past to manipulate several records of the same object. The previous alternative was to create your own loop around the existing Create element creating a single record at time. Which in general is much slower and gives greater rise to hitting platform governors around the number of database operations that can be performed in a single Flow execution. Flow is grow up for greater volumes!

To illustrate these new features i decide to implement in Flow something i have previously written using Apex code. The following use case is to Apply a user entered discount to selected Quote Line Items from the Related list. The flow will prompt the user for the Discount amount and they apply it, before returning the user back to the Quote detail page.

Here is the high level steps i took to achieve this.

1. Created a Flow that exposes an Input only variable of type SObject Collection and used by the new  Loop and Fast Update elements to perform the calculations and update the rows passed in.
2. Created a Visualforce page (no Apex required) that uses the standard platform Selected field to pass in the users selected records (from a List View or Related List). This was a little more Visualforce than i wanted personally, but is still a pretty good template for other use cases with minimal changes required.
3. Created a List View Custom Button and associated it with the above Visualforce page.
4. Edited the Quote layout to add the above button the Quote Line Items related list

 

Lets take a look at the Flow I created and then I’ll go into some more detail on the Visualforce page needed to call it. First things first is to create an SObject Collection variable of the appropriate object type, in this case QuoteLineItem.

Keep a note of the Unique Name used, it will be important when we create the Visualforce page to call this flow. The next step is to loop over the SObject (or QuoteLineItem) records and apply the discount. The new Loop element is super easy to use, it has two arrows, one for each iteration and another arrow to point to the next step once all records in the collection have been processed.

The following screenshots show the elements in more detail. The Loop element uses new SObject Variable QuoteLineItem, for each record, which allows you to operate at the field level using the existing Assignment element. I also used the existing Formula functionality in Flow to perform the discount calculation. After this i added the record to a another SObject Collection variable that i would later pass to the Fast Update method.

The Visualforce page that runs the Flow looks similar to the one i used in the previous blog to invoke a Flow from the Detail Page Custom Button. The difference is passes in multiple record from those selected by the user via the Selected binding. There is some magic above the flow:interview element that ensures the fields used by the Flow are queried by the platform, otherwise an error occurs when the Assignment steps are executed stating the UnitPrice field has not been queried (I’m open to better ways of resolving this!).

<apex:page standardController="QuoteLineItem" recordSetVar="Quotes">
    <apex:repeat value="{!Selected}" var="SelectedRow" rendered="false">
        {!SelectedRow.QuoteId}{!SelectedRow.UnitPrice}
    </apex:repeat>
    <apex:variable var="QuoteId" value="{!Selected[0].QuoteId}"/>
    <flow:interview name="ApplyDiscount" finishLocation="/{!QuoteId}">
        <apex:param name="SelectedQuoteLines" value="{!Selected}"/>
    </flow:interview>
</apex:page>

Flow Triggers via Spring’14 (Pilot)

The use case I chose here was one i found on IdeasExchange, it related to someone who wanted to use Workflow to create a new child record when a parent record was inserted. In this demo i create a new Task child record whenever an Account is created, this could be for example, to ensure a follow up is made on the Account. The Flow i created was insanely simple, just one Flow variable (set to Input Only) and a Create element!

Once this is created in my pilot org i found a new Workflow Action, called Flow Trigger. This Workflow action allowed me to pick the Flow and define any parameters i wanted to pass in. In this case the WhatId parameter which would later be used by the Flow when populating the Task fields to associate the task with the Account being created. Finally (not shown) i linked this new Workflow Action with a Workflow Rule to try it out.

Any that was it! I created a new Account and sure enough my new Task appeared, no Apex code in sight!

Some thoughts and observations…

• No UI Flows. Flow’s used in this context cannot use any Screen elements, and are thus known sometimes as “Headless” flows. The platform will automatically validate for this and prevent you assigning a UI Flow to a Flow Trigger.
• Bulkification of Flow Triggers or not? Normally when doing things at a record level Apex developers have it drummed into them to think about bulk or multiple record situations (for example Data Loader use cases) not just a single record at a time. However you will notice this was not the case above? I did expect the new SObject Collection to take a role here but not so. What Salesforce attempts to do is internally bulk insert Tasks for you by running your Flow in parallel and synchronising the executions at the time they all need to insert a record to ensure it’s done optimally. This is cleverly transparent from the Flow designer and i think intentionally so, as it is quite an advanced topic for the target user of Flow. However i do wonder how well this will stand up to more complex Flow’s. No doubt why Salesforce is being so careful over how long this remains in Pilot.

When are these features available (Safe Harbour)?